Universe · entity
Adaptive Financial Consulting, LLC
Institutional manager (13F) · CIK 1804717
13F holdings · as of 2026-03-31 · top 18 · reported portfolio $261M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $57M | 574,298 |
| 2 | VANGUARD SCOTTSDALE FDS | $32M | 398,835 |
| 3 | ISHARES TR | $29M | 45,029 |
| 4 | ISHARES TR | $22M | 235,579 |
| 5 | ISHARES TR | $20M | 180,794 |
| 6 | INVESCO QQQ TR | $17M | 28,632 |
| 7 | ISHARES TR | $14M | 155,041 |
| 8 | VANGUARD WORLD FD | $14M | 37,682 |
| 9 | VANGUARD WORLD FD | $12M | 43,668 |
| 10 | VANGUARD BD INDEX FDS | $12M | 147,485 |
| 11 | VANGUARD INDEX FDS | $11M | 126,476 |
| 12 | ISHARES INC | $10M | 142,209 |
| 13 | ISHARES TR | $8M | 70,064 |
| 14 | ISHARES TR | $2M | 21,150 |
| 15 | ISHARES TR | $763k | 3,180 |
| 16 | ISHARES TR | $632k | 5,796 |
| 17 | ISHARES TR | $571k | 8,462 |
| 18 | STATE STR SPDR S&P 500 ETF T | $274k | 421 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.