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Home > Institutional Investor > Adams Wealth Management > Profile

Instuitional Investor - Adams Wealth Management

Fund Profile
Filing Period:
Fund Name: Adams Wealth Management
Portfolio Value $468,685,384
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,115,264 $56,921,745 12.14%
2.
Ishares Trust
 IEF 41,253 $28,255,733 6.03%
3.
Ishares Inc
 EWA 163,458 $15,891,387 3.39%
4.
Spinnaker Etf Series
 358,587 $15,107,270 3.22%
5.
First Tr Exchange Traded Fd
 95,273 $14,578,674 3.11%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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