1y return+27.6%S&P 500 +20.9%
3y return+67.1%S&P 500 +68.5%
5y return+59.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $194 against $232 in the S&P 500.2
Adams Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHXSchwab Strategic Tr | $64.9M | 12.4% | +4.6% |
| IVVIshares Tr | $30.7M | 5.9% | −1.6% |
| EWYIshares Inc | $22.1M | 4.2% | −24.0% |
| GRIDFirst Tr Exchange-traded Fd | $16.7M | 3.2% | −5.9% |
| VNMVaneck Etf Trust | $14.9M | 2.9% | +3.2% |
| EUADSpinnaker Etf Series | $14.9M | 2.9% | +5.5% |
| ICVTIshares Tr | $14.8M | 2.8% | −8.0% |
| VOOVanguard Index Fds | $11.8M | 2.3% | +7.8% |
| CLOABlackrock Etf Trust II | $10.8M | 2.1% | +6.6% |
| XSDSpdr Series Trust | $10.5M | 2.0% | −25.8% |
| SMBSSchwab Strategic Tr | $9.8M | 1.9% | +9.9% |
| XLKSelect Sector Spdr Tr | $9.6M | 1.8% | −16.0% |
| SPYMSpdr Series Trust | $9.3M | 1.8% | +1.1% |
| EWPIshares Inc | $8.7M | 1.7% | |
| SOXXIshares Tr | $8.6M | 1.7% | −26.3% |
| EWIIshares Inc | $8.6M | 1.6% | −2.4% |
| SVXYProshares Tr II | $8.3M | 1.6% | New |
| XCCCBondbloxx Etf Trust | $8.3M | 1.6% | +5.2% |
| VVVanguard Index Fds | $8.3M | 1.6% | |
| FTECFidelity Covington Trust | $8.0M | 1.5% | −6.3% |
| NVDANvidia Corporation | $7.8M | 1.5% | |
| MSFTMicrosoft Corp | $7.2M | 1.4% | +9.9% |
| FTSLFirst Tr Exchange-traded Fd | $7.0M | 1.3% | +11.4% |
| VEUVanguard Intl Equity Index F | $7.0M | 1.3% | −2.0% |
| JBBBJanus Detroit Str Tr | $6.5M | 1.3% | −4.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $7.8M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $6.2M |
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $4.3M |
| SOXXIshares Tr | September 30, 2022 | +503.1% | $8.6M |
| XSDSpdr Series Trust | June 30, 2020 | +457.4% | $10.5M |
| GOOGLAlphabet Inc | September 30, 2020 | +387.7% | $4.3M |
| ARMArm Holdings PLC | December 31, 2023 | +371.8% | $5.4M |
| DDOGDatadog Inc | December 31, 2022 | +254.2% | $4.9M |
| EWYIshares Inc | September 30, 2025 | +152.1% | $22.1M |
| TSLATesla Inc | March 31, 2024 | +139.3% | $4.9M |
Sold off last quarter
- DVNDevon Energy Corp New was $3.3M
- MTGMgic Invt Corp Wis was $2.9M
- SCHASchwab Strategic Tr was $369K
- SPSMSpdr Series Trust was $296K
- HPHelmerich & Payne Inc was $213K
- COSTCostco Wholesale Corporation was $212K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.2% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −5.1% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +4.0% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +10.4% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −3.0% | −3.6% |
| June 30, 2023 | +6.7% | +8.3% |
| March 31, 2023 | +9.9% | +7.0% |
| December 31, 2022 | +1.1% | +7.1% |
| September 30, 2022 | −3.8% | −5.3% |
| June 30, 2022 | −17.4% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +7.2% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Adams Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803084&type=13F-HR&dateb=&owner=include&count=40CIK 1803084
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803084/000180308426000007/Filed August 10, 2026 · accession 0001803084-26-000007