Question 1

What stocks does ADAMS WEALTH MANAGEMENT hold in its portfolio?

Accepted Answer

ADAMS WEALTH MANAGEMENT's top stock holdings include NVDA, SCHX, IVV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ADAMS WEALTH MANAGEMENT's largest stock holdings?

Accepted Answer

ADAMS WEALTH MANAGEMENT's largest stock holdings as of their last filing include NVDA (valued at approximately $7.8 million), SCHX (valued at approximately $64.9 million), IVV (valued at approximately $30.7 million), MSFT (valued at approximately $7.2 million), AMD (valued at approximately $6.2 million).

Question 3

When was ADAMS WEALTH MANAGEMENT's last SEC filing?

Accepted Answer

ADAMS WEALTH MANAGEMENT's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADAMS WEALTH MANAGEMENT recently bought or sold?

Accepted Answer

ADAMS WEALTH MANAGEMENT's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ADAMS WEALTH MANAGEMENT reported?

Accepted Answer

ADAMS WEALTH MANAGEMENT's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ADAMS WEALTH MANAGEMENT invest in?

Accepted Answer

ADAMS WEALTH MANAGEMENT's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.