Adaptive Financial Consulting, LLC
All 13F Filings
- Location
- Beachwood, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 285,493
- Description
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- Website
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- Founded
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- 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 | 8/7/2026 | 20 | 285,493 | 13F-HR | Adaptive Financial Consulting, LLC |
| Q1 2026 | 5/5/2026 | 18 | 261,125 | 13F-HR | Adaptive Financial Consulting, LLC |
| Q4 2025 | 2/11/2026 | 18 | 257,064 | 13F-HR | Adaptive Financial Consulting, LLC |
| Q3 2025 | 10/30/2025 | 19 | 250,137 | 13F-HR | Adaptive Financial Consulting, LLC |
| Q2 2025 | 8/11/2025 | 21 | 239,475 | 13F-HR | Adaptive Financial Consulting, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| ETFs | 274.2 K | 96.0% | 24.59 K | 0 | 24.59 K |
| Debt | 11.34 K | 4.0% | 0 | 228 | -228 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
285,493
Holdings
20
QoQ value change ($000)
24,368
(9.3%)
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.