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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 $455,438,107
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 2,108,404 $54,059,491 11.87%
2.
Ishares Trust
 IEF 41,716 $27,249,216 5.98%
3.
Ishares Inc
 EEM 144,214 $17,739,764 3.9%
4.
First Tr Exchange-Traded Fd
 92,636 $15,153,409 3.33%
5.
Spinnaker Etf Series
 334,839 $13,641,335 3%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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