13F Filings History of Adams Wealth Management

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$466,609,018
Signature - Title
Bree Pate - Compliance Consultant
Location
Logan, UT
Summary
This page shows a list of all the recent 13F filings made by Adams Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Adams Wealth Management reported 182 stock holdings with total value $466,609,018 as of Q3 2025. Top holdings included SCHX, JBBB, IVV, EUAD, and ICVT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 182 $466,609,018 +$31,863,218 -$125,008,136 -$93,144,918 SCHX, JBBB, IVV, EUAD, ICVT 13F-HR 14 Nov 2025, 15:43
Q2 2025 182 $525,246,533 +$57,256,242 -$85,863,805 -$28,607,563 SCHX, JBBB, IVV, EUAD, ICVT 13F-HR 25 Sep 2025, 11:48
Q1 2025 146 $509,359,296 +$167,341,825 -$165,962,679 +$1,379,146 SCHX, JBBB, IVV, VV, CLOA 13F-HR 13 May 2025, 15:49
Q4 2024 114 $522,876,122 +$130,693,146 -$28,441,670 +$102,251,476 SCHX, SSO, SPUU, IVV, RSPD 13F-HR 13 Feb 2025, 16:13
Q3 2024 110 $466,030,428 +$35,918,288 -$22,188,877 +$13,729,411 SCHX, SSO, SPUU, IVV, VV 13F-HR 28 Oct 2024, 14:41
Q2 2024 104 $434,342,073 +$26,739,846 -$7,036,947 +$19,702,899 SCHX, SSO, SPUU, IVV, VV 13F-HR 16 Jul 2024, 12:37
Q1 2024 100 $397,550,259 +$57,750,014 -$17,824,016 +$39,925,998 SCHX, SSO, SPUU, IVV, VV 13F-HR 20 May 2024, 16:52
Q4 2023 95 $338,176,635 +$84,582,587 -$72,286,787 +$12,295,800 SCHX, SSO, SPUU, IVV, VV 13F-HR 12 Feb 2024, 15:41
Q3 2023 109 $294,804,720 +$36,481,025 -$52,852,916 -$16,371,891 SCHX, IVV, SPLG, VV, VOO 13F-HR 09 Nov 2023, 12:06
Q2 2023 108 $320,323,799 +$18,752,762 -$28,830,942 -$10,078,180 SCHX, IVV, SPLG, VV, XSD 13F-HR 14 Aug 2023, 14:39
Q1 2023 99 $305,654,498 $0 SCHX, IVV, SPLG, VV, GOOG 13F-HR 03 May 2023, 17:01
Q4 2022 91 $283,056,211 $0 SCHX, IVV, SPLG, VV, VOO 13F-HR 17 Feb 2023, 12:17
Q3 2022 84 $267,073,000 $0 SCHX, TSLA, IVV, XSD, SPIB 13F-HR 10 Nov 2022, 13:36
Q2 2022 67 $263,538,000 $0 SCHX, TSLA, SPIB, XSD, GOOGL 13F-HR 19 Jul 2022, 18:10
Q1 2022 69 $305,405,000 +$89,714,427 -$5,381,506 +$84,332,921 SCHX, TSLA, SCHA, SPIB, SCHE 13F-HR 11 Apr 2022, 16:06
Q4 2021 74 $312,025,000 +$44,281,360 -$6,695,452 +$37,585,908 SCHX, TSLA, SCHA, SPIB, SCHE 13F-HR 09 Feb 2022, 10:17
Q3 2021 70 $255,952,000 $0 $0 $0 SCHX, SCHA, SPIB, SCHE, GSLC 13F-HR 02 Nov 2021, 17:13
Q2 2021 69 $233,473,000 +$8,590,068 -$5,726,863 +$2,863,205 SCHX, SPIB, SCHA, SCHE, PHYL 13F-HR 03 Aug 2021, 16:12
Q1 2021 72 $217,258,000 +$52,577,610 -$2,750,918 +$49,826,692 SCHX, SPIB, SCHA, SCHE, PHYL 13F-HR 11 May 2021, 18:29
Q4 2020 63 $159,104,000 +$24,550,011 -$1,548,762 +$23,001,249 SCHX, SPIB, SCHA, PHYL, SCHE 13F-HR 08 Feb 2021, 15:53
Q3 2020 310 $128,398,000 +$30,080,133 -$4,006,649 +$26,073,484 SCHX, SPIB, PHYL, SCHA, SCHE 13F-HR 10 Nov 2020, 17:27
Q2 2020 77 $97,778,000 +$16,689,466 -$5,325,557 +$11,363,909 SCHX, SPIB, SCHA, SCHE, GSLC 13F-HR 04 Aug 2020, 17:14
Q1 2020 70 $79,576,000 +$48,858,958 -$25,705,878 +$23,153,080 SCHX, SPIB, SCHA, SCHE, MSFT 13F-HR 06 May 2020, 16:09
Q4 2019 92 $111,386,182 $0 SSO, FTSM, FLQL, BSJK, MTUM 13F-HR 12 Feb 2020, 15:13