You're signed outSign in or to get full access.
Adams Wealth Management
Adams Wealth Management, LLC is a registered investment adviser headquartered in Logan, Utah, with a branch in St. George, UT. Founded in November 2016 and organized as a Delaware limited liability company, the firm offers comprehensive wealth management services including portfolio management, financial planning, and estate planning. Adams Wealth Management works with individuals and institutions, focusing on helping clients achieve their financial goals through customized solutions. As of 2025, the firm employs approximately 26 professionals.
Investment Strategy
Adams Wealth Management employs a combination of quantitative, fundamental, and economic analysis to guide portfolio management, aligning investment choices with clients’ short- and long-term objectives. Their approach includes ongoing portfolio construction and management, thorough assessment of client holdings, and use of a fee-based model with negotiable terms. The firm is committed to fiduciary principles, always acting in the client's best interest, and offers tailored financial and estate planning services for complex needs.
Latest 13F Filing Activity
Adams Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 176 equity positions with a total 13F market value of $525M. The fund increased holdings in Schwab Strategic TR, Ishares TR, Ishares TR among other positions. Adams Wealth Management reduced exposure to Vanguard Index FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (176)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 12.29% | $64.6M | 2,641,984 | $14.78 | $24.44 | +$4.9M |
J JBBB | JANUS DETROIT STR TR | 9.64% | $50.6M | 1,050,529 | $48.54 | $48.21 | -$4.0M |
I IVV | ISHARES TR | 5.69% | $29.9M | 48,120 | $438.37 | $620.90 | +$4.4M |
I ICVT | ISHARES TR | 2.82% | $14.8M | 164,598 | $75.55 | $90.10 | +$414.6K |
S SPLG | SPDR SERIES TRUST | 2.81% | $14.8M | 203,005 | $52.60 | $72.69 | +$4.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more