The Analysis of Adaptive Financial Consulting, LLC's Holdings


Currently, Adaptive Financial Consulting, LLC holds 19 types of securities in its portfolio with a total value $250.1M. In the most recent quarter, they have increased their positions in AGG (+12.6K shares, valued at $1.3M), VCSH (+9.2K shares, valued at $736.5K), VHT (+1.6K shares, valued at $422.1K); decreased their positions in IVV (-785 shares, valued at $525.4K), IVW (-1.6K shares, valued at $188.7K), IEFA (-2.0K shares, valued at $178.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AGG ISHARES TR535.2K shares2.41%2025-09-302025-10-30history
VCSH VANGUARD SCOTTSDALE FDS392.1K shares2.41%2025-09-302025-10-30history
IVV ISHARES TR42.5K shares-1.81%2025-09-302025-10-30history
IVW ISHARES TR172.4K shares-0.90%2025-09-302025-10-30history
USMV ISHARES TR215.9K shares0.69%2025-09-302025-10-30history
QQQ INVESCO QQQ TR27.2K shares-0.48%2025-09-302025-10-30history
VCR VANGUARD WORLD FD34.8K shares-0.51%2025-09-302025-10-30history
IEFA ISHARES TR144.0K shares-1.40%2025-09-302025-10-30history
Sponsored
BSV VANGUARD BD INDEX FDS137.7K shares0.00%2025-09-302025-10-30history
VHT VANGUARD WORLD FD41.6K shares4.07%2025-09-302025-10-30history
VNQ VANGUARD INDEX FDS112.0K shares2.68%2025-09-302025-10-30history
IEMG ISHARES INC131.7K shares-1.71%2025-09-302025-10-30history
SHV ISHARES TR65.4K shares0.00%2025-09-302025-10-30history
SGOV ISHARES TR21.9K shares0.00%2025-09-302025-10-30history
MTUM ISHARES TR3.8K shares0.11%2025-09-302025-10-30history
LQD ISHARES TR5.6K shares-8.92%2025-09-302025-10-30history
Sponsored
IJH ISHARES TR8.2K shares-7.81%2025-09-302025-10-30history
SPY SPDR S&P 500 ETF TR421 shares0.00%2025-09-302025-10-30history
IBIT ISHARES BITCOIN TRUST ETF3.5K shares0.17%2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available