Notify me when Adaptive Financial Consulting, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 18 | $257,064,232 | +$5,315,678 | -$571,507 | +$4,744,171 | AGG, VCSH, IVV, IVW, USMV | 13F-HR | 10 Feb 2026, 20:03 |
| Q3 2025 | 19 | $250,137,321 | +$2,831,468 | -$1,836,886 | +$994,582 | AGG, VCSH, IVV, IVW, USMV | 13F-HR | 29 Oct 2025, 21:08 |
| Q2 2025 | 21 | $239,474,727 | +$2,392,510 | -$7,660,462 | -$5,267,952 | AGG, VCSH, IVV, USMV, IVW | 13F-HR | 11 Aug 2025, 11:30 |
| Q1 2025 | 20 | $233,518,023 | +$199,755 | -$6,124,464 | -$5,924,709 | AGG, VCSH, IVV, USMV, IVW | 13F-HR | 05 May 2025, 10:01 |
| Q4 2024 | 21 | $241,094,523 | +$867,513 | -$1,203,271 | -$335,758 | AGG, VCSH, IVV, USMV, IVW | 13F-HR | 03 Feb 2025, 21:46 |
| Q3 2024 | 19 | $245,539,949 | +$3,235,002 | -$334,434 | +$2,900,568 | AGG, VCSH, IVV, USMV, IVW | 13F-HR | 07 Nov 2024, 11:40 |
| Q2 2024 | 19 | $230,569,084 | +$4,427,327 | -$547,113 | +$3,880,214 | AGG, VCSH, IVV, USMV, IVW | 13F-HR | 25 Jul 2024, 17:14 |
| Q1 2024 | 19 | $224,057,503 | +$29,369,605 | -$171,702 | +$29,197,903 | AGG, VCSH, IVV, USMV, IVW | 13F-HR | 06 May 2024, 21:52 |
| Q4 2023 | 18 | $187,886,431 | +$4,725 | -$3,147,493 | -$3,142,768 | AGG, VCSH, IVV, USMV, IVW | 13F-HR | 07 Feb 2024, 17:41 |
| Q3 2023 | 18 | $176,511,020 | +$8,441,824 | -$3,832,290 | +$4,609,534 | AGG, VCSH, IVV, USMV, IVW | 13F-HR | 14 Nov 2023, 21:38 |
| Q2 2023 | 18 | $178,184,236 | +$17,752,678 | -$29,755,325 | -$12,002,647 | AGG, VCSH, IVV, USMV, IVW | 13F-HR | 14 Aug 2023, 12:57 |
| Q1 2023 | 16 | $185,058,338 | +$4,132,784 | -$10,555 | +$4,122,229 | AGG, VCSH, USMV, MTUM, IVW | 13F-HR | 12 May 2023, 17:25 |
| Q4 2022 | 16 | $174,471,970 | +$8,331,542 | $0 | +$8,331,542 | AGG, VCSH, USMV, MTUM, IVW | 13F-HR | 08 Feb 2023, 21:25 |
| Q3 2022 | 16 | $159,788,000 | +$6,857,744 | $0 | +$6,857,744 | AGG, VCSH, USMV, MTUM, IVW | 13F-HR | 14 Nov 2022, 08:30 |
| Q2 2022 | 16 | $161,414,000 | +$13,239,835 | -$1,232,760 | +$12,007,075 | AGG, VCSH, USMV, MTUM, IVW | 13F-HR | 12 Aug 2022, 09:11 |
| Q1 2022 | 19 | $170,180,000 | +$6,678,921 | -$205,000 | +$6,473,921 | AGG, VCSH, USMV, MTUM, IVW | 13F-HR | 11 May 2022, 18:56 |
| Q4 2021 | 18 | $175,088,000 | +$5,078,090 | $0 | +$5,078,090 | AGG, VCSH, USMV, MTUM, IVW | 13F-HR | 10 Feb 2022, 15:56 |
| Q3 2021 | 17 | $162,215,000 | +$2,720,868 | -$232,394 | +$2,488,474 | AGG, VCSH, MTUM, USMV, IVW | 13F-HR | 02 Nov 2021, 08:52 |
| Q2 2021 | 18 | $160,230,000 | +$3,647,134 | -$107,027 | +$3,540,107 | AGG, VCSH, MTUM, USMV, IVW | 13F-HR | 20 Jul 2021, 21:51 |
| Q1 2021 | 17 | $148,778,000 | +$16,778,067 | -$965,885 | +$15,812,182 | AGG, VCSH, MTUM, USMV, IVW | 13F-HR | 27 Apr 2021, 09:42 |
| Q4 2020 | 17 | $131,811,000 | +$7,211,426 | -$3,419,074 | +$3,792,352 | AGG, VCSH, MTUM, USMV, IVW | 13F-HR | 29 Jan 2021, 11:02 |
| Q3 2020 | 18 | $127,114,000 | +$7,747,762 | -$408,765 | +$7,338,997 | AGG, VCSH, MTUM, USMV, IVW | 13F-HR | 15 Oct 2020, 18:45 |
| Q2 2020 | 18 | $113,806,000 | +$6,587,415 | -$2,516,521 | +$4,070,894 | AGG, VCSH, MTUM, USMV, IVW | 13F-HR | 22 Jul 2020, 16:52 |
| Q1 2020 | 22 | $97,349,000 | +$5,418,600 | -$67,835 | +$5,350,765 | AGG, VCSH, MTUM, USMV, IVW | 13F-HR | 15 May 2020, 15:03 |
| Q4 2019 | 22 | $104,232,000 | $0 | $0 | $0 | AGG, VCSH, USMV, MTUM, VNQ | 13F-HR | 28 Feb 2020, 10:37 |