Adaptive Financial Consulting, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Adaptive Financial Consulting, LLC held in its portfolio 18 assets valued at $257,064,232 (i.e. $257.06M).
The most valuable assets in the portfolio included: ISHARES TR ($54.84M), VANGUARD SCOTTSDALE FDS ($31.08M), and ISHARES TR ($29.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 18 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Adaptive Financial Consulting, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 549017 | 54835831 | CORE US AGGBD ET |
| VANGUARD SCOTTSDALE FDS | 389790 | 31077919 | SHRT TRM CORP BD |
| ISHARES TR | 43380 | 29712638 | CORE S&P500 ETF |
| ISHARES TR | 175652 | 21650904 | S&P 500 GRWT ETF |
| ISHARES TR | 222839 | 20982482 | MSCI USA MIN VOL |
| INVESCO QQQ TR | 27649 | 16985238 | UNIT SER 1 |
| VANGUARD WORLD FD | 35776 | 14092980 | CONSUM DIS ETF |
| ISHARES TR | 148501 | 13284910 | CORE MSCI EAFE |
| VANGUARD WORLD FD | 42461 | 12222389 | HEALTH CAR ETF |
| VANGUARD BD INDEX FDS | 139498 | 10993837 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 117555 | 10402429 | REAL ESTATE ETF |
| ISHARES INC | 135211 | 9088904 | CORE MSCI EMKT |
| ISHARES TR | 66264 | 7298980 | TRUST ISHARE 0-1 |
| ISHARES TR | 21938 | 2202136 | 0-3 MNTH TREASRY |
| ISHARES TR | 3179 | 795708 | MSCI USA MMENTM |
| ISHARES TR | 5638 | 621231 | IBOXX INV CP ETF |
| ISHARES TR | 8008 | 528557 | CORE S&P MCP ETF |
| SPDR S&P 500 ETF TR | 421 | 287159 | TR UNIT |
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