13F Filings History of Adams Wealth Management

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$468,685,384
Signature - Title
Connor Murphy - CCO
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 180 stock holdings with total value $468,685,384 as of Q4 2025. Top holdings included SCHX, IVV, EWY, EUAD, and GRID.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 180 $468,685,384 +$48,125,653 -$47,256,766 +$868,887 SCHX, IVV, EWY, EUAD, GRID 13F-HR 17 Feb 2026, 18:36
Q3 2025 182 $466,609,018 +$31,863,218 -$125,008,138 -$93,144,920 SCHX, JBBB, IVV, EUAD, ICVT 13F-HR 14 Nov 2025, 15:43
Q2 2025 182 $525,246,533 +$57,256,242 -$85,863,799 -$28,607,557 SCHX, JBBB, IVV, EUAD, ICVT 13F-HR 25 Sep 2025, 11:48
Q1 2025 146 $509,359,296 +$167,341,819 -$165,962,663 +$1,379,156 SCHX, JBBB, IVV, VV, CLOA 13F-HR 13 May 2025, 15:49
Q4 2024 114 $522,876,122 +$130,693,148 -$28,441,659 +$102,251,489 SCHX, SSO, SPUU, IVV, RSPD 13F-HR 13 Feb 2025, 16:13
Q3 2024 110 $466,030,428 +$35,918,288 -$22,188,876 +$13,729,412 SCHX, SSO, SPUU, IVV, VV 13F-HR 28 Oct 2024, 14:41
Q2 2024 104 $434,342,073 +$27,412,405 -$7,036,947 +$20,375,458 SCHX, SSO, SPUU, IVV, VV 13F-HR 16 Jul 2024, 12:37
Q1 2024 101 $410,159,931 +$59,150,919 -$17,824,023 +$41,326,896 SCHX, SSO, SPUU, IVV, VV 13F-HR 20 May 2024, 16:52
Q4 2023 94 $338,062,835 +$84,582,598 -$72,286,772 +$12,295,826 SCHX, SSO, SPUU, IVV, VV 13F-HR 12 Feb 2024, 15:41
Q3 2023 89 $294,685,476 +$36,481,025 -$52,851,183 -$16,370,158 SCHX, IVV, SPLG, VV, VOO 13F-HR 09 Nov 2023, 12:06
Q2 2023 97 $320,190,360 +$18,619,324 -$28,830,942 -$10,211,618 SCHX, IVV, SPLG, VV, XSD 13F-HR 14 Aug 2023, 13:39
Q1 2023 100 $309,701,494 +$70,379,814 -$70,977,628 -$597,814 SCHX, IVV, SPLG, VV, GOOG 13F-HR 03 May 2023, 17:01
Q4 2022 91 $283,056,211 +$68,714,525 -$56,264,578 +$12,449,947 SCHX, IVV, SPLG, VV, VOO 13F-HR 17 Feb 2023, 13:17
Q3 2022 84 $267,073,000 +$66,730,705 -$27,349,967 +$39,380,738 SCHX, TSLA, IVV, XSD, SPIB 13F-HR 10 Nov 2022, 14:36
Q2 2022 67 $263,538,000 +$49,510,794 -$36,384,785 +$13,126,009 SCHX, TSLA, SPIB, XSD, GOOGL 13F-HR 19 Jul 2022, 18:10
Q1 2022 69 $305,405,000 +$89,714,442 -$8,211,504 +$81,502,938 SCHX, TSLA, SCHA, SPIB, SCHE 13F-HR 11 Apr 2022, 16:06
Q4 2021 74 $312,025,000 +$44,281,356 -$6,470,114 +$37,811,242 SCHX, TSLA, SCHA, SPIB, SCHE 13F-HR 09 Feb 2022, 11:17
Q3 2021 70 $255,167,000 $0 $0 $0 SCHX, SCHA, SPIB, SCHE, GSLC 13F-HR 02 Nov 2021, 17:13
Q2 2021 69 $233,473,000 +$8,590,069 -$5,726,863 +$2,863,206 SCHX, SPIB, SCHA, SCHE, PHYL 13F-HR 03 Aug 2021, 16:12
Q1 2021 72 $217,258,000 +$52,577,605 -$2,750,917 +$49,826,688 SCHX, SPIB, SCHA, SCHE, PHYL 13F-HR 11 May 2021, 18:29
Q4 2020 63 $159,104,000 +$24,550,012 -$8,549,762 +$16,000,250 SCHX, SPIB, SCHA, PHYL, SCHE 13F-HR 08 Feb 2021, 16:53
Q3 2020 327 $128,376,000 +$30,058,129 -$4,234,647 +$25,823,482 SCHX, SPIB, PHYL, SCHA, SCHE 13F-HR 10 Nov 2020, 18:27
Q2 2020 77 $97,778,000 +$16,689,460 -$11,338,556 +$5,350,904 SCHX, SPIB, SCHA, SCHE, GSLC 13F-HR 04 Aug 2020, 17:14
Q1 2020 70 $79,576,000 +$48,858,950 -$75,425,873 -$26,566,923 SCHX, SPIB, SCHA, SCHE, MSFT 13F-HR 06 May 2020, 16:09
Q4 2019 92 $118,561,000 $0 $0 $0 SSO, FTSM, QLD, FLQL, BSJK 13F-HR 12 Feb 2020, 16:13