CIK 2013937
ADAPT WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
107
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 107
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 17K | $500K+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| LGI | LAZARD GLOBAL TOTAL RETURN & | 36K | $500K+ | SH |
| FLRT | PACER FDS TR | 13K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 954 | $500K+ | SH |
| IUSG | ISHARES TR | 3K | $500K+ | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 3K | $500K+ | SH |
| COWZ | PACER FDS TR | 8K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| SPHB | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 6K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 743 | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 71K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| SMA | SMARTSTOP SELF STORAG REIT I | 11K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| GBIL | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 473 | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 11K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| IYF | ISHARES TR | 2K | $100K–$500K | SH |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | 19K | $100K–$500K | SH |
| RLTY | COHEN & STEERS REAL ESTATE O | 17K | $100K–$500K | SH |
| DLAG | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 348 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 884 | $100K–$500K | SH |
| GDEC | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 1K | $100K–$500K | SH |
| DDFO | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| — | SEVEN HILLS REALTY TRUST | 25K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| BA | BOEING CO | 985 | $100K–$500K | SH |
| PSIX | POWER SOLUTIONS INTL INC | 4K | $100K–$500K | SH |
| CPRX | CATALYST PHARMACEUTICALS INC | 9K | $100K–$500K | SH |
| LRN | STRIDE INC | 3K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 4K | $100K–$500K | SH |
| TSLA | TESLA INC | 459 | $100K–$500K | SH |