Adams Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in ETF Holdings

Adams Wealth Management has reported its investment activities for Q2 2026. The firm's portfolio saw significant changes in specific Exchange-Traded Funds (ETFs), with both strategic buying and selling observed during the quarter.

The data reveals Adams sold shares from several ETFs, including Vanguard SCOTTSDALE FDS (VGIT) which experienced a 50.16% decrease in its portfolio allocation. Similarly, SCHWAB STRATEGIC TR (SCHR) saw an almost 54.5% reduction in holdings and value during the period.

BlackRock ETF Trust II's IVOL fund was another significant sell for Adams, with a staggering -97.0% change in shares held from the previous quarter, indicating a near-complete exit from this position. Other sales included SPDR Series Trust's FTSL and SPMB funds, although their reductions were less pronounced.

Conversely, Adams demonstrated strong buying interest during Q2 2026. The firm increased its stake in ProShares TR II (SVXY) by a remarkable +100% from the prior period, suggesting confidence or a tactical move into this fund. There were also smaller but notable increases elsewhere.

Adams maintained its largest position in SCHWAB STRATEGIC TR (SCHX), which remained at 12.43% allocation despite a modest increase of just over +4%. The firm's commitment to VANECK ETF TRUST (VNM) was also evident, with a slight share increase (+3.23%) and value growth.

Additionally, Adams purchased shares in TIDAL TRUST II (NVDY), increasing its allocation by 144.58%, and modestly added to ISHARES INC (EWY) despite the latter being sold elsewhere within their ETF lineup during the quarter.