Adams Wealth Management
All 13F Filings
- Location
- Logan, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 468,685
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/18/2026 | 180 | 468,685 | 13F-HR | Adams Wealth Management |
| Q3 2025 | 11/14/2025 | 182 | 466,609 | 13F-HR | Adams Wealth Management |
| Q2 2025 | 9/25/2025 | 182 | 525,250 | 13F-HR | Adams Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 235 K | 52.0% | 19.78 K | 0 | 19.78 K |
| ETFs | 207.2 K | 45.8% | 0 | 16.05 K | -16.05 K |
| Debt | 7.596 K | 1.7% | 0 | 1.38 K | -1.38 K |
| Other | 2.53 K | 0.6% | 0 | 219 | -219 |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
468,685
Holdings
180
QoQ value change ($000)
2,076
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.