ADAPT WEALTH ADVISORS, LLC

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q2 2026
Holdings value ($000)
305,714
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
Q2 2026 8/12/2026 94 305,714 13F-HR ADAPT WEALTH ADVISORS, LLC
Q1 2026 5/11/2026 106 276,081 13F-HR ADAPT WEALTH ADVISORS, LLC
Q4 2025 2/10/2026 107 290,681 13F-HR ADAPT WEALTH ADVISORS, LLC
Q3 2025 11/10/2025 107 270,614 13F-HR ADAPT WEALTH ADVISORS, LLC
Q2 2025 8/8/2025 62 223,576 13F-HR ADAPT WEALTH ADVISORS, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 53.93 K 17.6% 0 20.11 K -20.11 K
ETFs 251.8 K 82.4% 49.74 K 0 49.74 K
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
305,714
Holdings
94
QoQ value change ($000)
29,633 (10.7%)
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.