account_balance
Investment manager · 13F filer · SEC CIK 1803084
Adams Wealth Management
Reported value$527Mas of Sep 30, 2026
Positions146 6 new, 7 sold out
Top 10 weight40.4%SCHX alone is 14%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
13.7%Added +9%
IVViShares Tr
6.1%Added +3%
EWYiShares Inc
3.7%
GRIDFirst Tr Exchange-Traded Fd
3.1%Added +6%
VNMVaneck ETF Trust
2.8%Added +7%
ICVTiShares Tr
2.7%Added +5%
VOOVanguard Index FDS
2.4%Added +5%
CLOABlackRock ETF Trust II
2.0%
XLVSelect Sector SPDR Tr
1.9%Added +126%
XLKSelect Sector SPDR Tr
1.9%
SPYMSPDR Series Trust
1.9%Added +5%
XSDSPDR Series Trust
1.9%
SCHXSchwab Strategic Tr
13.7%Added +9%
IVViShares Tr
6.1%
EWYiShares Inc
3.7%
GRIDFirst Tr Exchange-Traded Fd
3.1%
VNMVaneck ETF Trust
2.8%
ICVTiShares Tr
2.7%
VOO2.4%
CLOA2.0%
XLV1.9%
XLK1.9%
SPYM1.9%
XSD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 13.7% Added +9%
IVV iShares Tr 6.1% Added +3%
EWY iShares Inc 3.7% Held
GRID First Tr Exchange-Traded Fd 3.1% Added +6%
VNM Vaneck ETF Trust 2.8% Added +7%
ICVT iShares Tr 2.7% Added +5%
VOO Vanguard Index FDS 2.4% Added +5%
CLOA BlackRock ETF Trust II 2.0% Held
XLV Select Sector SPDR Tr 1.9% Added +126%
XLK Select Sector SPDR Tr 1.9% Held
SPYM SPDR Series Trust 1.9% Added +5%
XSD SPDR Series Trust 1.9% Added +11%
What changed
Biggest moves since Jun 30, 2026
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