Adams Wealth Management
Adams Wealth Management reported 147 holdings worth US$522M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Adams Wealth Management reported 147 holdings worth US$522M as of Jun 30, 2026. Largest: Nvidia Corporation, Microsoft Corp. and Advanced Micro Devices Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 147
- Value as reported
- US$522M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 39,193 | US$7.84M | 1.5% |
| Microsoft Corp. | 19,388 | US$7.23M | 1.4% |
| Advanced Micro Devices Inc | 10,658 | US$6.19M | 1.2% |
| Alphabet Inc (google) Class C | 14,162 | US$5.06M | 0.97% |
| Datadog, Inc. | 18,986 | US$4.94M | 0.95% |
| Tesla, Inc. | 11,723 | US$4.93M | 0.94% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 8,999 | US$4.3M | 0.82% |
| Amazon.com, Inc. | 15,586 | US$3.71M | 0.71% |
| Banco Santander, S.a. | 249K | US$3.43M | 0.66% |
| Sysco Corporation | 38,326 | US$3.2M | 0.61% |
| First Solar, Inc. | 13,522 | US$3.19M | 0.61% |
| Installed Building Products, Inc. | 13,860 | US$3.19M | 0.61% |
| General Motors Company | 40,795 | US$3.14M | 0.60% |
| Progressive Corporation (the) | 14,232 | US$3.11M | 0.60% |
| Conocophillips | 28,778 | US$2.99M | 0.57% |
| Apple Inc | 9,612 | US$2.78M | 0.53% |
| Intuitive Surgical, Inc. | 6,965 | US$2.77M | 0.53% |
| Sandisk Corporation | 1,212 | US$2.76M | 0.53% |
| Micron Technology, Inc. | 2,259 | US$2.61M | 0.50% |
| Northrop Grumman Corporation | 5,104 | US$2.6M | 0.50% |
| Lumentum Holdings Inc. | 1,759 | US$1.51M | 0.29% |
| Coherent Corp. | 3,812 | US$1.5M | 0.29% |
| Bloom Energy Corporation | 3,500 | US$1.06M | 0.20% |
| Meta Platforms, Inc. | 1,790 | US$1.01M | 0.19% |
| Caterpillar, Inc. | 841 | US$896K | 0.17% |
| Fortinet, Inc. | 5,584 | US$858K | 0.16% |
| Gilead Sciences, Inc. | 6,766 | US$855K | 0.16% |
| Simon Property Group, Inc. | 3,811 | US$852K | 0.16% |
| Bristol-myers Squibb Company | 14,065 | US$810K | 0.16% |
| Truist Financial Corporation | 16,235 | US$809K | 0.15% |
| Abbvie Inc. | 3,177 | US$799K | 0.15% |
| Cisco Systems, Inc. | 6,648 | US$781K | 0.15% |
| Dominion Energy, Inc. | 11,091 | US$757K | 0.15% |
| International Business Machines Corporation | 2,689 | US$756K | 0.14% |
| Emerson Electric Company | 4,986 | US$714K | 0.14% |
| Philip Morris International Inc | 3,726 | US$674K | 0.13% |
| Cme Group Inc. | 3,010 | US$665K | 0.13% |
| Coca-cola Company (the) | 7,447 | US$605K | 0.12% |
| Allstate Corporation (the) | 2,401 | US$571K | 0.11% |
| Enbridge Inc. | 10,151 | US$550K | 0.11% |
| Duke Energy Corporation (holding Company) | 4,321 | US$547K | 0.10% |
| Broadcom Inc. | 1,407 | US$531K | 0.10% |
| Qualcomm Incorporated | 2,526 | US$467K | 0.09% |
| Walmart Inc. | 4,042 | US$458K | 0.09% |
| At&t Inc. | 21,794 | US$451K | 0.09% |
| Verizon Communications Inc. | 10,477 | US$444K | 0.08% |
| Palantir Technologies Inc. | 3,704 | US$432K | 0.08% |
| Host Hotels & Resorts, Inc. | 17,436 | US$413K | 0.08% |
| Hasbro, Inc. | 4,938 | US$408K | 0.08% |
| Altria Group, Inc. | 5,602 | US$403K | 0.08% |
| Best Buy Co., Inc. | 5,290 | US$401K | 0.08% |
| Tapestry, Inc. | 2,742 | US$401K | 0.08% |
| Invesco Ltd | 14,969 | US$395K | 0.08% |
| Eli Lilly And Company | 328 | US$394K | 0.08% |
| United Parcel Service, Inc. | 3,536 | US$380K | 0.07% |
| Exxon Mobil Corporation | 2,731 | US$373K | 0.07% |
| Hp Inc. | 17,012 | US$373K | 0.07% |
| Packaging Corporation Of America | 1,565 | US$373K | 0.07% |
| Verisign, Inc. | 1,479 | US$372K | 0.07% |
| Healthpeak Properties, Inc. | 16,288 | US$349K | 0.07% |
| Chevron Corporation | 2,054 | US$340K | 0.07% |
| Principal Financial Group Inc | 3,092 | US$333K | 0.06% |
| Fastenal Company | 6,713 | US$322K | 0.06% |
| Jp Morgan Chase & Co. | 890 | US$291K | 0.06% |
| Vistra Corp. | 1,775 | US$282K | 0.05% |
| Pfizer, Inc. | 11,690 | US$282K | 0.05% |
| Elevance Health, Inc. | 695 | US$269K | 0.05% |
| Merck & Company, Inc. | 1,970 | US$253K | 0.05% |
| Extra Space Storage Inc | 1,559 | US$227K | 0.04% |
| Mcdonald's Corporation | 803 | US$217K | 0.04% |
| Carvana Co. | 3,275 | US$216K | 0.04% |
| Roku, Inc. | 1,500 | US$207K | 0.04% |
| Visa Inc. | 586 | US$201K | 0.04% |
| Angel Studios, Inc. | 24,017 | US$88,142 | 0.02% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Devon Energy Corporation | 0 | US$0 | 0.00% |
| Helmerich & Payne, Inc. | 0 | US$0 | 0.00% |
| Mgic Investment Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related