ADAPT WEALTH ADVISORS, LLC

CIK 0002013937 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

ADAPT WEALTH ADVISORS, LLC reported 94 positions worth $305.7M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IVV (11.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$305.7M
2026 Q2
Positions
94
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.8%
Est. Net Flow (Q)
2026 Q2
10 / 94 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$34.0M11.11%45,363
2QQQMINVESCO EXCH TRADED FD TR IISH$33.0M10.79%108,910
3SPMOINVESCO EXCH TRADED FD TR IISH$23.6M7.73%146,285
4VFLOVICTORY PORTFOLIOS IISH$19.0M6.20%414,220
5SMTHALPS ETF TRSH$17.6M5.75%682,887
6AIQGLOBAL X FDSSH$14.0M4.59%213,783
7TXUETHORNBURG ETF TRSH$13.1M4.28%378,641
8PPAINVESCO EXCHANGE TRADED FD TSH$12.5M4.09%70,753
9PAVEGLOBAL X FDSSH$12.4M4.06%210,835
10SMHVANECK ETF TRUSTSH$9.9M3.24%15,118

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ADAPT WEALTH ADVISORS, LLC hold as of Q2 2026?

ADAPT WEALTH ADVISORS, LLC reported 94 positions worth $305.7M in its Q2 2026 13F filing. Largest positions: IVV (11.1%), QQQM (10.8%), SPMO (7.7%), VFLO (6.2%) and SMTH (5.7%).

What did ADAPT WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ADAPT WEALTH ADVISORS, LLC 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.