Long-term investor
Adapt Wealth Advisors, LLC @adaptwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002013937).
Record
- Tracked since 2025-06-30 (441 days), 134 trades recorded
- Returns: week n/a · month n/a · 90 days +14.9% · 6 months n/a · 1 year +19.8% · all +19.8%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 11.1% · long · since 2025-06-30
- QQQM · 10.8% · long · since 2025-06-30
- SPMO · 7.7% · long · since 2025-09-30
- VFLO · 6.2% · long · since 2025-06-30
- SMTH · 5.7% · long · since 2025-06-30
- AIQ · 4.6% · long · since 2025-09-30
- TXUE · 4.3% · long · since 2025-06-30
- PPA · 4.1% · long · since 2025-06-30
- PAVE · 4.1% · long · since 2025-06-30
- SMH · 3.2% · long · since 2025-09-30
- USTB · 3.0% · long · since 2025-06-30
- PWRD · 2.3% · long · since 2025-09-30