account_balance

Investment manager · 13F filer · SEC CIK 2013937

Adapt Wealth Advisors, LLC

Reported value$291Mas of Sep 30, 2026
Positions86 4 new, 12 sold out
Top 10 weight65.3%IVV alone is 12%
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
IVV iShares Tr 12.0% Held
QQQM Invesco Exch Traded Fd Tr II 11.2% Held
VFLO Victory Portfolios II 8.3% Added +14%
SPMO Invesco Exch Traded Fd Tr II 7.2% Trimmed −6%
IDEQ Lazard Active ETF Tr 6.2% New
AIQ Global X FDS 5.0% Added +4%
TXUE Thornburg ETF Tr 4.6% Held
PAVE Global X FDS 3.9% Added +3%
PPA Invesco Exchange Traded Fd T 3.8% Held
USTB Victory Portfolios II 3.1% Held
SMH Vaneck ETF Trust 2.8% Trimmed −13%
PWRD TCW ETF Trust 2.2% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 12, 2026 filing
add_circleNew
  • IDEQ $18M
  • TDI $573K
  • MPC $274K
  • GPN $215K
arrow_upwardAdded
  • FLRT +36%
  • VFLO +14%
  • FLMI +14%
  • PWRD +8%
arrow_downwardTrimmed
  • XLK −64%
  • GARP −36%
  • TAFI −18%
  • WM −18%
remove_circleSold out
  • SMTH $17.6M
  • ACWX $2.87M
  • XMHQ $349K
  • WMT $334K

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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