Adapt Wealth Advisors, LLC Portfolio Holdings

Adapt Wealth Advisors, LLC

  • $271 Billion
  • Q3 2025

Adapt Wealth Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.5B, Invesco Exchange Traded Fd Tr with a value of $23.9B, Alps ETF Tr with a value of $17.6B, Victory Portfolios Ii with a value of $14.9B, and Ishares Trust Ishares 5 10 Yea with a value of $14.6B.

Examining the 13F form we can see an increase of $47B in the current position value, from $224B to 271B.

Adapt Wealth Advisors, LLC is based out at Atlanta, GA

Below you can find more details about Adapt Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $271 Billion
ETFs: $173 Billion
Financial Services: $16.2 Billion
Technology: $11.2 Billion
Healthcare: $4.64 Billion
Communication Services: $3.92 Billion
Industrials: $3.41 Billion
Utilities: $2.91 Billion
Consumer Cyclical: $2.15 Billion
Other: $3.63 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.33B
$246 Million 0.09% of portfolio
2,505
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $271 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 50 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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