Adams Wealth Management
Adams Wealth Management reported 147 positions worth $522.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SCHX (12.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHX | SH | $64.9M | 12.43% | 2,205,832 | — | — | |
| ▸ 2 | IVV | SH | $30.7M | 5.89% | 41,055 | — | — | |
| ▸ 3 | EWY | SH | $22.1M | 4.24% | 109,609 | — | — | |
| ▸ 4 | GRID | SH | $16.7M | 3.20% | 87,135 | — | — | |
| ▸ 5 | VNM | SH | $14.9M | 2.86% | 809,217 | — | — | |
| ▸ 6 | EUAD | SH | $14.9M | 2.85% | 353,280 | — | — | |
| ▸ 7 | ICVT | SH | $14.8M | 2.84% | 121,966 | — | — | |
| ▸ 8 | VOO | SH | $11.8M | 2.25% | 17,138 | — | — | |
| ▸ 9 | CLOA | SH | $10.8M | 2.07% | 208,208 | — | — | |
| ▸ 10 | XSD | SH | $10.5M | 2.01% | 16,822 | — | — |
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Frequently Asked Questions
What stocks does Adams Wealth Management hold as of Q2 2026?
Adams Wealth Management reported 147 positions worth $522.3M in its Q2 2026 13F filing. Largest positions: SCHX (12.4%), IVV (5.9%), EWY (4.2%), GRID (3.2%) and VNM (2.9%).
What did Adams Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Adams Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.