Adams Wealth Management

13F filer · CIK 0001803084

Reported Aug 10, 2026

13F portfolio value$522MU.S. long equity reported on 13F

Positions78Not reported new · 4 closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight10.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202678 positions
SVXYProShares Trust II	$8.34M	1.60%	Not reported	New	Q2 2026
NVDANvidia Corp	$7.84M	1.50%	0.00%	+0.7%	Q2 2020
MSFTMicrosoft Corp	$7.23M	1.38%	0.00%	+9.9%	Q4 2019
AMDAdvanced Micro Devices Inc	$6.19M	1.19%	0.00%	-31.2%	Q2 2020
ARMArm Holdings PLC	$5.41M	1.04%	0.00%	-36.1%	Q4 2024
DDOGDatadog, Inc.	$4.94M	0.95%	0.02%	-24.4%	Q4 2022
TSLATesla, Inc.	$4.93M	0.94%	0.00%	+17.8%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.3M	0.82%	0.00%	-5.7%	Q4 2022
GOOGLAlphabet Inc.	$4.26M	0.82%	0.00%	-2.3%	Q4 2019
AMZNAmazon Com Inc	$3.71M	0.71%	0.00%	-3.1%	Q4 2019
STXSeagate Technology Holdings plc	$3.67M	0.70%	0.00%	Not reported	Q4 2019
SANBanco Santander, S.A.	$3.43M	0.66%	0.00%	+1.7%	Q2 2025
SYYSysco Corp	$3.2M	0.61%	0.01%	+12.6%	Q2 2020
FSLRFirst Solar, Inc.	$3.19M	0.61%	0.01%	-3.5%	Q1 2026
IBPInstalled Building Products, Inc.	$3.19M	0.61%	0.05%	+34.8%	Q4 2022
GMGeneral Motors Co	$3.14M	0.60%	0.00%	+6.3%	Q4 2024
PGRProgressive Corp	$3.11M	0.60%	0.00%	+9.1%	Q3 2025
COPConocophillips	$2.99M	0.57%	0.00%	+11.0%	Q2 2020
AAPLApple Inc.	$2.78M	0.53%	0.00%	+2.8%	Q4 2019
ISRGIntuitive Surgical Inc	$2.77M	0.53%	0.00%	New	Q2 2026
SNDKSandisk Corp	$2.76M	0.53%	0.00%	New	Q2 2026
MUMicron Technology Inc	$2.61M	0.50%	0.00%	New	Q2 2026
NOCNorthrop Grumman Corp	$2.6M	0.50%	0.00%	+30.4%	Q3 2025
LITELumentum Holdings Inc.	$1.51M	0.29%	0.00%	New	Q2 2026
COHRCoherent Corp.	$1.5M	0.29%	0.00%	New	Q2 2026
BEBloom Energy Corp	$1.06M	0.20%	0.00%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$1.01M	0.19%	Not reported	+16.8%	Q4 2019
CATCaterpillar Inc	$896K	0.17%	0.00%	-2.9%	Q1 2021
FTNTFortinet, Inc.	$858K	0.16%	0.00%	-14.7%	Q4 2025
GILDGilead Sciences, Inc.	$855K	0.16%	0.00%	+28.0%	Q2 2025
SPGSimon Property Group Inc.	$852K	0.16%	47.64%	+13.1%	Q2 2025
BMYBristol Myers Squibb Co	$810K	0.16%	0.00%	+27.1%	Q2 2025
TFCTruist Financial Corp	$809K	0.15%	0.00%	+22.2%	Q2 2025
GOOGAlphabet Inc.	$803K	0.15%	Not reported	+6.1%	Q1 2021
ABBVAbbVie Inc.	$799K	0.15%	0.00%	+7.2%	Q4 2019
CSCOCisco Systems, Inc.	$781K	0.15%	0.00%	-5.2%	Q4 2019
DDominion Energy, Inc	$757K	0.15%	0.00%	+12.1%	Q4 2019
IBMInternational Business Machines Corp	$756K	0.14%	0.00%	+16.8%	Q2 2025
EMREmerson Electric Co	$714K	0.14%	0.00%	+7.9%	Q4 2019
PMPhilip Morris International Inc.	$674K	0.13%	0.00%	+9.2%	Q4 2019
CMECme Group Inc.	$665K	0.13%	0.00%	+39.2%	Q2 2025
KOCoca Cola Co	$605K	0.12%	0.00%	+11.5%	Q4 2019
ALLAllstate Corp	$571K	0.11%	0.00%	+15.4%	Q2 2025
ENBEnbridge Inc	$550K	0.11%	0.00%	+9.9%	Q4 2019
DUKDuke Energy CORP	$547K	0.10%	0.00%	+21.4%	Q2 2025
AVGOBroadcom Inc.	$531K	0.10%	0.00%	+5.6%	Q2 2025
QCOMQualcomm Inc	$467K	0.09%	0.00%	-0.5%	Q4 2019
WMTWalmart Inc.	$458K	0.09%	0.00%	+23.9%	Q2 2025
TAt&T Inc.	$451K	0.09%	0.00%	+27.9%	Q4 2019
VZVerizon Communications Inc	$444K	0.08%	0.00%	+18.8%	Q4 2019

Q1 2026Reported May 12, 202674 positions
NVDANvidia Corp	$6.79M	1.49%	0.00%	+1.8%	Q2 2020
MSFTMicrosoft Corp	$6.53M	1.43%	0.00%	+26.9%	Q4 2019
TSLATesla, Inc.	$3.7M	0.81%	0.00%	-5.9%	Q4 2021
ARMArm Holdings PLC	$3.61M	0.79%	0.00%	+6.6%	Q4 2024
GOOGLAlphabet Inc.	$3.51M	0.77%	0.00%	+6.0%	Q4 2019
COPConocophillips	$3.42M	0.75%	0.00%	-13.1%	Q2 2020
AMZNAmazon Com Inc	$3.35M	0.74%	0.00%	+13.5%	Q4 2019
DVNDevon Energy Corp	$3.29M	0.72%	0.01%	-12.2%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.22M	0.71%	0.00%	-8.6%	Q4 2022
AMDAdvanced Micro Devices Inc	$3.15M	0.69%	0.00%	+1.8%	Q2 2020
DDOGDatadog, Inc.	$2.96M	0.65%	0.03%	+35.7%	Q4 2022
MTGMgic Investment Corp	$2.9M	0.64%	0.05%	+15.2%	Q4 2022
GMGeneral Motors Co	$2.86M	0.63%	0.00%	-0.1%	Q4 2024
FSLRFirst Solar, Inc.	$2.76M	0.61%	0.01%	New	Q1 2026
SANBanco Santander, S.A.	$2.76M	0.61%	0.00%	+0.1%	Q2 2025
IBPInstalled Building Products, Inc.	$2.73M	0.60%	0.04%	-2.0%	Q4 2022
NOCNorthrop Grumman Corp	$2.67M	0.59%	0.00%	-9.4%	Q3 2025
PGRProgressive Corp	$2.59M	0.57%	0.00%	+23.1%	Q3 2025
SYYSysco Corp	$2.43M	0.53%	0.01%	+1.3%	Q2 2020
AAPLApple Inc.	$2.37M	0.52%	0.00%	-1.8%	Q4 2019
STXSeagate Technology Holdings plc	$1.49M	0.33%	0.00%	-25.1%	Q4 2019
METAMeta Platforms, Inc.	$877K	0.19%	Not reported	-9.8%	Q4 2019
GILDGilead Sciences, Inc.	$737K	0.16%	0.00%	+6.3%	Q2 2025
BMYBristol Myers Squibb Co	$671K	0.15%	0.00%	+5.1%	Q2 2025
ABBVAbbVie Inc.	$645K	0.14%	0.00%	+7.0%	Q4 2019
CMECme Group Inc.	$639K	0.14%	0.00%	+13.5%	Q2 2025
SPGSimon Property Group Inc.	$629K	0.14%	42.14%	+17.6%	Q2 2025
GOOGAlphabet Inc.	$615K	0.14%	Not reported	Not reported	Q1 2021
CATCaterpillar Inc	$614K	0.13%	0.00%	Not reported	Q1 2021
DDominion Energy, Inc	$612K	0.13%	0.00%	+15.5%	Q4 2019
TFCTruist Financial Corp	$611K	0.13%	0.00%	+18.8%	Q2 2025
EMREmerson Electric Co	$606K	0.13%	0.00%	+5.3%	Q4 2019
PMPhilip Morris International Inc.	$564K	0.12%	0.00%	+3.7%	Q4 2019
IBMInternational Business Machines Corp	$558K	0.12%	0.00%	+37.8%	Q2 2025
CSCOCisco Systems, Inc.	$544K	0.12%	0.00%	+16.9%	Q4 2019
PLTRPalantir Technologies Inc.	$542K	0.12%	0.00%	Not reported	Q4 2024
FTNTFortinet, Inc.	$535K	0.12%	0.00%	+23.1%	Q4 2025
KOCoca Cola Co	$508K	0.11%	0.00%	+8.2%	Q4 2019
ENBEnbridge Inc	$500K	0.11%	0.00%	+9.5%	Q4 2019
TAt&T Inc.	$494K	0.11%	0.00%	+6.5%	Q4 2019
BEBloom Energy Corp	$474K	0.10%	0.00%	Not reported	Q3 2025
DUKDuke Energy CORP	$466K	0.10%	0.00%	+19.6%	Q2 2025
VZVerizon Communications Inc	$443K	0.10%	0.00%	+6.0%	Q4 2019
ALLAllstate Corp	$431K	0.09%	0.00%	+25.4%	Q2 2025
AVGOBroadcom Inc.	$413K	0.09%	0.00%	+17.6%	Q2 2025
WMTWalmart Inc.	$405K	0.09%	0.00%	+3.8%	Q2 2025
XOMExxonMobil Holdings Corp	$371K	0.08%	0.00%	-1.2%	Q2 2025
HASHasbro, Inc.	$356K	0.08%	0.00%	-37.4%	Q2 2025
CVXChevron Corp	$346K	0.08%	0.00%	+3.0%	Q4 2019
VRSNVerisign Inc	$338K	0.07%	0.00%	-3.5%	Q4 2025

Q4 2025Reported Feb 18, 2026109 positions
NVDANvidia Corp	$7.13M	1.52%	0.00%	+5.1%	Q2 2020
MSFTMicrosoft Corp	$6.73M	1.44%	0.00%	+11.0%	Q4 2019
TSLATesla, Inc.	$4.76M	1.01%	0.00%	-6.5%	Q4 2021
GOOGLAlphabet Inc.	$3.6M	0.77%	0.00%	-22.4%	Q4 2019
AMZNAmazon Com Inc	$3.27M	0.70%	0.00%	+3.8%	Q4 2019
AMDAdvanced Micro Devices Inc	$3.26M	0.70%	0.00%	-10.1%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.17M	0.68%	0.00%	-7.3%	Q4 2022
GMGeneral Motors Co	$3.12M	0.67%	0.00%	-17.4%	Q4 2024
SANBanco Santander, S.A.	$2.86M	0.61%	0.00%	-6.2%	Q2 2025
MTGMgic Investment Corp	$2.81M	0.60%	0.04%	+2.7%	Q4 2022
COPConocophillips	$2.79M	0.60%	0.00%	+11.4%	Q2 2020
DVNDevon Energy Corp	$2.73M	0.58%	0.01%	+1.1%	Q2 2020
IBPInstalled Building Products, Inc.	$2.72M	0.58%	0.04%	-1.8%	Q4 2022
AAPLApple Inc.	$2.59M	0.55%	0.00%	-7.3%	Q4 2019
ATKRAtkore Inc.	$2.58M	0.55%	0.12%	+0.5%	Q2 2020
SMSM Energy Co	$2.53M	0.54%	0.12%	+42.6%	Q4 2022
DDOGDatadog, Inc.	$2.52M	0.54%	0.02%	-2.2%	Q4 2022
SYYSysco Corp	$2.48M	0.53%	0.01%	+13.5%	Q2 2020
NOCNorthrop Grumman Corp	$2.46M	0.53%	0.00%	+11.2%	Q3 2025
ARMArm Holdings PLC	$2.45M	0.52%	0.00%	+17.7%	Q4 2024
PGRProgressive Corp	$2.41M	0.52%	0.00%	+17.3%	Q3 2025
STXSeagate Technology Holdings plc	$1.4M	0.30%	0.00%	-1.1%	Q4 2019
METAMeta Platforms, Inc.	$1.12M	0.24%	Not reported	-1.9%	Q4 2019
GOOGAlphabet Inc.	$673K	0.14%	Not reported	-1.5%	Q1 2021
PLTRPalantir Technologies Inc.	$658K	0.14%	0.00%	-11.9%	Q4 2024
ABBVAbbVie Inc.	$633K	0.14%	0.00%	-5.5%	Q4 2019
GILDGilead Sciences, Inc.	$610K	0.13%	0.00%	-5.7%	Q2 2025
EMREmerson Electric Co	$583K	0.12%	0.00%	-2.6%	Q4 2019
BMYBristol Myers Squibb Co	$568K	0.12%	0.00%	-6.3%	Q2 2025
OKLOOklo Inc.	$561K	0.12%	0.00%	Not reported	Q2 2025
TFCTruist Financial Corp	$550K	0.12%	0.00%	-4.2%	Q2 2025
SPGSimon Property Group Inc.	$531K	0.11%	35.83%	-4.1%	Q2 2025
PMPhilip Morris International Inc.	$528K	0.11%	0.00%	-0.1%	Q4 2019
CMECme Group Inc.	$520K	0.11%	0.00%	+1.1%	Q2 2025
DDominion Energy, Inc	$502K	0.11%	0.00%	+1.1%	Q4 2019
HASHasbro, Inc.	$500K	0.11%	0.00%	-2.3%	Q2 2025
CATCaterpillar Inc	$496K	0.11%	0.00%	-1.1%	Q1 2021
IBMInternational Business Machines Corp	$495K	0.11%	0.00%	-10.7%	Q2 2025
CSCOCisco Systems, Inc.	$462K	0.10%	0.00%	-7.7%	Q4 2019
SOFISoFi Technologies, Inc.	$458K	0.10%	0.00%	Not reported	Q1 2025
QCOMQualcomm Inc	$436K	0.09%	0.00%	-2.6%	Q4 2019
KOCoca Cola Co	$432K	0.09%	0.00%	-4.2%	Q4 2019
FTNTFortinet, Inc.	$422K	0.09%	0.00%	New	Q4 2025
MPWRMonolithic Power Systems, Inc.	$419K	0.09%	0.00%	Not reported	Q1 2025
TTWOTake Two Interactive Software Inc	$406K	0.09%	0.00%	Not reported	Q1 2025
ENBEnbridge Inc	$404K	0.09%	0.00%	-3.0%	Q4 2019
TAt&T Inc.	$398K	0.08%	0.00%	+6.7%	Q4 2019
AVGOBroadcom Inc.	$393K	0.08%	0.00%	-11.5%	Q2 2025
AXSMAxsome Therapeutics, Inc.	$389K	0.08%	0.00%	Not reported	Q1 2025
ROKURoku, Inc	$369K	0.08%	0.00%	Not reported	Q1 2025

Q3 2025Reported Nov 14, 2025107 positions
NVDANvidia Corp	$6.78M	1.45%	0.00%	-32.5%	Q2 2020
MSFTMicrosoft Corp	$6.49M	1.39%	0.00%	-21.8%	Q4 2019
TSLATesla, Inc.	$5.03M	1.08%	0.00%	-0.2%	Q4 2021
GOOGLAlphabet Inc.	$3.6M	0.77%	0.00%	-19.8%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.14M	0.67%	0.00%	-30.0%	Q4 2022
AMZNAmazon Com Inc	$3M	0.64%	0.00%	-20.0%	Q4 2019
GMGeneral Motors Co	$2.83M	0.61%	0.01%	-18.6%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.74M	0.59%	0.00%	-38.9%	Q2 2020
SANBanco Santander, S.A.	$2.73M	0.58%	0.00%	-24.4%	Q2 2025
DDOGDatadog, Inc.	$2.69M	0.58%	0.02%	-26.2%	Q4 2022
ARMArm Holdings PLC	$2.69M	0.58%	0.00%	-19.9%	Q4 2024
MTGMgic Investment Corp	$2.65M	0.57%	0.04%	-13.3%	Q4 2022
IBPInstalled Building Products, Inc.	$2.64M	0.57%	0.04%	-36.8%	Q4 2022
AAPLApple Inc.	$2.62M	0.56%	0.00%	-6.2%	Q4 2019
DVNDevon Energy Corp	$2.58M	0.55%	0.01%	-13.0%	Q2 2020
ATKRAtkore Inc.	$2.54M	0.54%	0.12%	-1.6%	Q2 2020
COPConocophillips	$2.53M	0.54%	0.00%	-13.1%	Q2 2020
SYYSysco Corp	$2.44M	0.52%	0.01%	-16.7%	Q2 2020
SMSM Energy Co	$2.37M	0.51%	0.08%	-17.7%	Q4 2022
NOCNorthrop Grumman Corp	$2.37M	0.51%	0.00%	New	Q3 2025
PGRProgressive Corp	$2.23M	0.48%	0.00%	New	Q3 2025
METAMeta Platforms, Inc.	$1.27M	0.27%	Not reported	-9.9%	Q4 2019
STXSeagate Technology Holdings plc	$1.21M	0.26%	0.00%	-1.6%	Q4 2019
OKLOOklo Inc.	$863K	0.18%	0.01%	Not reported	Q2 2025
PLTRPalantir Technologies Inc.	$767K	0.16%	0.00%	-50.1%	Q4 2024
ABBVAbbVie Inc.	$679K	0.15%	0.00%	-11.9%	Q4 2019
EMREmerson Electric Co	$591K	0.13%	0.00%	-12.7%	Q4 2019
GILDGilead Sciences, Inc.	$585K	0.13%	0.00%	-10.5%	Q2 2025
SPGSimon Property Group Inc.	$561K	0.12%	37.35%	-14.2%	Q2 2025
PMPhilip Morris International Inc.	$534K	0.11%	0.00%	-6.7%	Q4 2019
TFCTruist Financial Corp	$534K	0.11%	0.00%	-15.5%	Q2 2025
GOOGAlphabet Inc.	$530K	0.11%	Not reported	-6.7%	Q1 2021
IBMInternational Business Machines Corp	$527K	0.11%	0.00%	-4.9%	Q2 2025
DDominion Energy, Inc	$518K	0.11%	0.00%	-13.6%	Q4 2019
CMECme Group Inc.	$509K	0.11%	0.00%	-8.9%	Q2 2025
BMYBristol Myers Squibb Co	$507K	0.11%	0.00%	-5.7%	Q2 2025
HASHasbro, Inc.	$471K	0.10%	0.00%	-11.4%	Q2 2025
HIMSHims & Hers Health, Inc.	$466K	0.10%	Not reported	Not reported	Q1 2025
SOFISoFi Technologies, Inc.	$450K	0.10%	0.00%	Not reported	Q1 2025
CSCOCisco Systems, Inc.	$445K	0.10%	0.00%	-14.3%	Q4 2019
NFLXNetflix Inc	$442K	0.09%	0.00%	-9.5%	Q4 2024
ENBEnbridge Inc	$439K	0.09%	0.00%	-12.8%	Q4 2019
QCOMQualcomm Inc	$435K	0.09%	0.00%	-3.4%	Q4 2019
KOCoca Cola Co	$427K	0.09%	0.00%	-9.8%	Q4 2019
TAt&T Inc.	$424K	0.09%	0.00%	-11.6%	Q4 2019
AVGOBroadcom Inc.	$422K	0.09%	0.00%	-26.3%	Q2 2025
CATCaterpillar Inc	$418K	0.09%	0.00%	Not reported	Q1 2021
MPWRMonolithic Power Systems, Inc.	$411K	0.09%	0.00%	Not reported	Q1 2025
TTWOTake Two Interactive Software Inc	$407K	0.09%	0.00%	Not reported	Q1 2025
FASTFastenal Co	$389K	0.08%	0.00%	-11.5%	Q2 2025

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