ADAPT WEALTH ADVISORS, LLC - Portfolio overview

ADAPT WEALTH ADVISORS, LLC has 122 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.69%
2. QQQM - INVESCO EXCH TRADED FD TR II, 9.38%
3. SMTH - ALPS ETF TR, 6.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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