Sign In
test

Connor Murphy

Adams Wealth Management

Assets Managed
$455.438M
Holdings
145
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
-2.82%(2Q avg: -1.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Adams Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Adams Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 455.438M in assets, with a quarterly growth rate of -2.82% and a 2-quarter average growth rate of -1.19%. The portfolio is managed by Connor Murphy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.32%
11.87%
$54.059M
2.108M shares@ $25.65 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.13%
5.99%
$27.249M
41,716 shares@ $653.21 avg price
EWY
Ishares Msci South Korea Etf
Recent Activity
Decreased -11.77%
3.9%
$17.74M
144,214 shares@ $123.01 avg price
GRID
First Trst Nasd Cl Edg Sgiif
Recent Activity
Decreased -2.76%
3.33%
$15.153M
92,636 shares@ $163.59 avg price
EUAD
Select Stoxx Eur Aer De Etf
Recent Activity
Decreased -6.62%
3%
$13.641M
334,839 shares@ $40.74 avg price
VNM
Vaneck Vietnam Etf
Recent Activity
Increased 6%
2.98%
$13.569M
783,876 shares@ $17.32 avg price
ICVT
Ishares Convertible Bond Etf
Recent Activity
Increased 0.44%
2.97%
$13.494M
132,569 shares@ $101.8 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 1.06%
2.23%
$10.128M
195,397 shares@ $51.84 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.75%
2.09%
$9.498M
15,895 shares@ $597.55 avg price
SMBS
Schwab Mbs Etf
Recent Activity
Decreased -1.44%
1.97%
$8.935M
349,688 shares@ $25.55 avg price

1-10 of 145