Adams Wealth Management
All 13F Filings
- Location
- Logan, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 522,283
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 147 | 522,283 | 13F-HR | Adams Wealth Management |
| Q1 2026 | 5/11/2026 | 145 | 455,438 | 13F-HR | Adams Wealth Management |
| 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 | 147.8 K | 28.8% | 30.71 K | 0 | 30.71 K |
| ETFs | 357.5 K | 69.6% | 43.47 K | 0 | 43.47 K |
| Debt | 8.136 K | 1.6% | 388 | 0 | 388 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
522,283
Holdings
147
QoQ value change ($000)
66,845
(14.7%)
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.