Adams Wealth Management - Portfolio overview

Adams Wealth Management has 192 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 11.24%
2. IVV - ISHARES TR, 5.66%
3. EWY - ISHARES INC, 3.69%

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

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