account_balance

Investment manager · 13F filer · SEC CIK 1804717

Adaptive Financial Consulting, LLC

Reported value$290Mas of Sep 30, 2026
Positions24 4 new, 0 sold out
Top 10 weight86.6%AGG alone is 19%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AGG iShares Tr 18.8% Held
IVV iShares Tr 12.7% Added +5%
VCSH Vanguard Scottsdale FDS 10.9% Added +3%
IVW iShares Tr 9.0% Held
USMV iShares Tr 8.2% Held
QQQ Invesco QQQ Tr 7.4% Held
IEFA iShares Tr 5.6% Added +5%
VCR Vanguard World Fd 4.9% Held
VHT Vanguard World Fd 4.9% Held
IEMG iShares Inc 4.2% Added +4%
VNQ Vanguard Index FDS 4.1% Added +3%
BSV Vanguard Bd Index FDS 3.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • VGT $1.45M
  • QQQM $262K
  • IEF $252K
  • VCIT $238K
arrow_upwardAdded
  • IJH +158%
  • IEFA +5%
  • IVV +5%
  • IEMG +4%
arrow_downwardTrimmed
  • LQD −2%
  • SHV −2%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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