Long-term investor

Adams Wealth Management @adamswealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803084).

Record

  • Tracked since 2025-06-30 (471 days), 83 trades recorded
  • Returns: week n/a · month n/a · 90 days -1.9% · 6 months -0.2% · 1 year -1.3% · all -1.3%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524201 · 12.4% · long · since 2025-06-30
  • 464287200 · 5.9% · long · since 2025-06-30
  • 464286772 · 4.2% · long · since 2025-09-30
  • 33737A108 · 3.2% · long · since 2025-12-31
  • 92189F817 · 2.9% · long · since 2025-09-30
  • 84858T772 · 2.9% · long · since 2025-06-30
  • 46435G102 · 2.8% · long · since 2025-06-30
  • 922908363 · 2.3% · long · since 2025-06-30
  • 092528504 · 2.1% · long · since 2025-06-30
  • 78464A862 · 2.0% · long · since 2025-06-30
  • 808524615 · 1.9% · long · since 2025-06-30
  • 81369Y803 · 1.8% · long · since 2025-06-30

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