Adams Wealth Management
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$455.4M
Holdings
146
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
11.9%
02
$IVV
ISHARES TR
Held since at least Q1 2024
6.0%
03
$EWY
ISHARES INC
Held since at least Q1 2024
3.9%
04
$GRID
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
3.3%
05
$EUAD
SPINNAKER ETF SERIES
Held since at least Q1 2024
3.0%
06
$VNM
VANECK ETF TRUST
Held since at least Q1 2024
3.0%
07
$ICVT
ISHARES TR
Held since at least Q1 2024
3.0%
08
$CLOA
BLACKROCK ETF TRUST II
Held since at least Q1 2024
2.2%
09
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.1%
10
$SMBS
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.