Adapt Wealth Advisors, LLC
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$500.1M
Holdings
107
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
$IVV
ISHARES TR
Q1 2026: New position (51.2k shares)
10.9%
02
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
9.6%
03
$SMTH
ALPS ETF TR
Held since at least Q1 2024
6.7%
04
$SPMO
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
6.1%
05
$VFLO
VICTORY PORTFOLIOS II
Held since at least Q1 2024
6.0%
06
$TXUE
THORNBURG ETF TR
Held since at least Q1 2024
4.6%
07
$PPA
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
4.3%
08
$PAVE
GLOBAL X FDS
Held since at least Q1 2024
3.9%
09
$AIQ
GLOBAL X FDS
Held since at least Q1 2024
3.6%
10
$USTB
VICTORY PORTFOLIOS II
Held since at least Q1 2024
3.5%
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 07:50 UTC.