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Home > Institutional Investor > Adapt Wealth Advisors, Llc > Profile

Instuitional Investor - Adapt Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Adapt Wealth Advisors, Llc
Portfolio Value $223,576,311
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 44,734 $27,775,441 12.42%
2.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 91,240 $20,720,662 9.27%
3.
Alps Etf Trust
 611,022 $15,794,930 7.06%
4.
Victory Portfolios Ii
 383,948 $13,572,565 6.07%
5.
Ishares Trust
 IEF 123,095 $10,863,174 4.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)