Question 1

What stocks does ADAPTIVE FINANCIAL CONSULTING LLC hold in its portfolio?

Accepted Answer

ADAPTIVE FINANCIAL CONSULTING LLC's top stock holdings include AGG, IVV, VCSH 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 ADAPTIVE FINANCIAL CONSULTING LLC's largest stock holdings?

Accepted Answer

ADAPTIVE FINANCIAL CONSULTING LLC's largest stock holdings as of their last filing include AGG (valued at approximately $57.7 million), IVV (valued at approximately $34.2 million), VCSH (valued at approximately $31.5 million), IVW (valued at approximately $25.1 million), USMV (valued at approximately $23.3 million).

Question 3

When was ADAPTIVE FINANCIAL CONSULTING LLC's last SEC filing?

Accepted Answer

ADAPTIVE FINANCIAL CONSULTING LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADAPTIVE FINANCIAL CONSULTING LLC recently bought or sold?

Accepted Answer

ADAPTIVE FINANCIAL CONSULTING LLC'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 ADAPTIVE FINANCIAL CONSULTING LLC reported?

Accepted Answer

ADAPTIVE FINANCIAL CONSULTING LLC'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 ADAPTIVE FINANCIAL CONSULTING LLC invest in?

Accepted Answer

ADAPTIVE FINANCIAL CONSULTING LLC's portfolio includes Fund securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.