Adams Wealth Management Portfolio Holdings
Adams Wealth Management
- $420 Million
- Q3 2025
Adams Wealth Management has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $420 Million distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $57M, Janus Detroit Str Tr Henderson with a value of $31.4M, Ishares Core S&P 500 ETF with a value of $28M, Ishares Tr Convertible Bond Et with a value of $13.5M, and Ishares Inc Msci South Korea E with a value of $12.8M.
Examining the 13F form we can see an decrease of $54.4M in the current position value, from $474M to 420M.
Below you can find more details about Adams Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 182
- Current Value $420 Million
- Prior Value $474 Million
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 14 stocks
- Additional Purchases 9 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks