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Adams Wealth Management
Adams Wealth Management is an institution, managing $440.7M across 178 long positions as of Q3 2025 with 76% ETF concentration.
- Portfolio Value
- $440.7M
- Positions
- 178
- Top Holding
- SCHX at 12.93%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Adams Wealth Management's portfolio (43.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $57.0M | 12.93% | -$12.6M Sold | — 2.2M shares | |
ETF ETF | $31.4M | 7.14% | -$19.2M Sold | — 652.8K shares | |
ETF ETF | $28.0M | 6.36% | -$4.2M Sold | — 41.9K shares | |
ETF ETF | $13.5M | 3.07% | -$2.9M Sold | — 135.4K shares | |
ETF ETF | $12.8M | 2.90% | +$12.8M New | — 159.4K shares | |
ETF ETF | $12.7M | 2.89% | -$685.6K Sold | — 245.0K shares | |
ETF ETF | $10.0M | 2.26% | -$2.5M Sold | — 16.3K shares | |
ETF ETF | $9.1M | 2.06% | -$6.8M Sold | — 116.2K shares | |
ETF ETF | $8.2M | 1.87% | +$1.6M Bought | — 29.2K shares | |
ETF ETF | $8.2M | 1.86% | -$497.4K Sold | — 136.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Adams Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
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Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
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Analytics
Portfolio insights and performance metrics for Adams Wealth Management
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