Adapt Wealth Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $224 Billion distributed in 62 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 $27.8B, Invesco Exchange Traded Fd Tr with a value of $20.7B, Alps ETF Tr with a value of $15.8B, Victory Portfolios Ii with a value of $13.6B, and Ishares Barclays 20+ Year Trea with a value of $10.9B.

Examining the 13F form we can see an increase of $18.6B in the current position value, from $205B to 224B.

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 $224 Billion
ETFs: $159 Billion
Financial Services: $11.2 Billion
Technology: $4.05 Billion
Healthcare: $3.65 Billion
Industrials: $3.21 Billion
Utilities: $2.59 Billion
Consumer Cyclical: $1.7 Billion
Consumer Defensive: $1.11 Billion
Other: $980 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $224 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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