Universe · entity
Adams Wealth Management
Institutional manager (13F) · CIK 1803084
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $385M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $54M | 2,108,404 |
| 2 | ISHARES TR | $27M | 41,716 |
| 3 | ISHARES INC | $18M | 144,214 |
| 4 | FIRST TR EXCHANGE-TRADED FD | $15M | 92,636 |
| 5 | SPINNAKER ETF SERIES | $14M | 334,839 |
| 6 | VANECK ETF TRUST | $14M | 783,876 |
| 7 | ISHARES TR | $13M | 132,569 |
| 8 | BLACKROCK ETF TRUST II | $10M | 195,397 |
| 9 | VANGUARD INDEX FDS | $9M | 15,895 |
| 10 | SCHWAB STRATEGIC TR | $9M | 349,688 |
| 11 | VANGUARD SCOTTSDALE FDS | $8M | 141,247 |
| 12 | KRANESHARES TRUST | $8M | 443,506 |
| 13 | SPDR SERIES TRUST | $8M | 104,472 |
| 14 | ISHARES INC | $8M | 146,732 |
| 15 | SELECT SECTOR SPDR TR | $8M | 59,902 |
| 16 | ISHARES INC | $8M | 148,756 |
| 17 | BONDBLOXX ETF TRUST | $8M | 216,506 |
| 18 | SPDR SERIES TRUST | $7M | 22,683 |
| 19 | VANGUARD INDEX FDS | $7M | 24,427 |
| 20 | NVIDIA CORPORATION | $7M | 38,911 |
| 21 | JANUS DETROIT STR TR | $7M | 144,417 |
| 22 | MICROSOFT CORP | $7M | 17,648 |
| 23 | ISHARES TR | $6M | 93,786 |
| 24 | VANGUARD INTL EQUITY INDEX F | $6M | 84,996 |
| 25 | FIRST TR EXCHANGE-TRADED FD | $6M | 141,313 |
| 26 | FIDELITY COVINGTON TRUST | $6M | 29,907 |
| 27 | ISHARES TR | $6M | 18,281 |
| 28 | PGIM ETF TR | $5M | 149,093 |
| 29 | FIDELITY COVINGTON TRUST | $5M | 93,828 |
| 30 | SELECT SECTOR SPDR TR | $5M | 114,161 |
| 31 | SPDR SERIES TRUST | $4M | 37,490 |
| 32 | SELECT SECTOR SPDR TR | $4M | 25,702 |
| 33 | TESLA INC | $4M | 9,953 |
| 34 | ARM HOLDINGS PLC | $4M | 23,882 |
| 35 | ALPHABET INC | $4M | 12,199 |
| 36 | PIMCO ETF TR | $3M | 34,502 |
| 37 | CONOCOPHILLIPS | $3M | 25,931 |
| 38 | AMAZON COM INC | $3M | 16,092 |
| 39 | DEVON ENERGY CORP NEW | $3M | 65,365 |
| 40 | SELECT SECTOR SPDR TR | $3M | 70,473 |
| 41 | TAIWAN SEMICONDUCTOR MANUFAC | $3M | 9,539 |
| 42 | ADVANCED MICRO DEVICES INC | $3M | 15,492 |
| 43 | DATADOG INC | $3M | 25,102 |
| 44 | MGIC INVT CORP WIS | $3M | 110,665 |
| 45 | GENERAL MTRS CO | $3M | 38,375 |
| 46 | VANGUARD WORLD FD | $3M | 14,305 |
| 47 | ISHARES TR | $3M | 15,612 |
| 48 | SCHWAB STRATEGIC TR | $3M | 111,250 |
| 49 | SELECT SECTOR SPDR TR | $3M | 33,784 |
| 50 | FIRST SOLAR INC | $3M | 14,007 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.