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Adapt Wealth Advisors, LLC
Adapt Wealth Advisors, LLC is a federally registered investment adviser headquartered in Atlanta, Georgia. Founded in 2011, the firm primarily serves individual investors, including both high-net-worth and non-high-net-worth clients. With 10 employees as of 2025, Adapt Wealth Advisors provides comprehensive wealth management, financial planning, and investment advisory services tailored to client needs, operating under SEC registration as a fiduciary.
Investment Strategy
Adapt Wealth Advisors adopts a client-centric investment approach, primarily providing discretionary management services to individual investors. Their strategy encompasses diversified portfolios tailored to investors’ goals, with a focus on both publicly traded equities and fixed income securities. Adapt leverages long-term asset allocation principles, continuously monitoring market conditions and making adjustments to preserve and grow wealth, while maintaining transparency and fiduciary standards as a federally registered adviser. The firm does not serve institutional or pooled entities according to current SEC filings.
Latest 13F Filing Activity
Adapt Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 61 equity positions with a total 13F market value of $224M. The fund increased holdings in Invesco Exch Traded FD TR II, Ishares TR, Invesco Exchange Traded FD T among other positions. Adapt Wealth Advisors, LLC reduced exposure to Invesco Exchange Traded FD T, Pacer FDS TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.42% | $27.8M | 44,734 | $531.41 | $620.90 | +$3.0M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 9.27% | $20.7M | 91,240 | $188.58 | $227.10 | +$3.4M |
S SMTH | ALPS ETF TR | 7.06% | $15.8M | 611,022 | $25.89 | $25.85 | +$436.9K |
V VFLO | VICTORY PORTFOLIOS II | 6.07% | $13.6M | 383,948 | $34.17 | $35.35 | +$1.1M |
T TLT | ISHARES TR | 4.86% | $10.9M | 123,095 | $92.51 | $88.25 | +$10.9K |
Industry Allocation
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