Adaptive Financial Consulting, LLC: 13F holdings
CIK 18047172026Q2
| Positions | 20 |
|---|---|
| Reported value | $285.5m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AGG ISHARES TR | 582,685 | $57.7m | 20.2% |
| IVV ISHARES TR | 45,690 | $34.2m | 12.0% |
| VCSH VANGUARD SCOTTSDALE FDS | 398,171 | $31.5m | 11.0% |
| IWF ISHARES TR | 182,539 | $25.1m | 8.8% |
| USMV ISHARES TR | 241,162 | $23.3m | 8.1% |
| QQQ INVESCO QQQ TR | 28,811 | $21.2m | 7.4% |
| VCR VANGUARD WORLD FD | 38,530 | $15.3m | 5.4% |
| IEFA ISHARES TR | 157,965 | $15.3m | 5.3% |
| VHT VANGUARD WORLD FD | 44,515 | $13.3m | 4.7% |
| VNQ VANGUARD INDEX FDS | 129,548 | $12.5m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1804717")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.