Adaptive Financial Consulting, LLC
All 13F Filings
- Location
- Beachwood, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 261,125
- 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 |
|---|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|
| Stocks | 0 | 0.0% | 0 | 156.8 K | -156.8 K |
| ETFs | 249.6 K | 95.6% | 160.3 K | 0 | 160.3 K |
| Debt | 11.56 K | 4.4% | 570 | 0 | 570 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
261,125
Holdings
18
QoQ value change ($000)
4,061
(1.6%)
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.