Adams Wealth Management

SEC CIK: 0001803084
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial Group Inc in every 13F filed by Adams Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overview All 13F holders of PFG Full Q2 2026 holdings

Shares (Q2 2026): 3,092
Value: $333.3K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PFG by Adams Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,092	$333.3K	0.1%	−36−1.2%	Reduced	Holders
Q1 2026	3,128	$281.9K	0.1%	−10.0%	Reduced	Holders
Q4 2025	3,129	$276.0K	0.1%	−569−15.4%	Reduced	Holders
Q3 2025	3,698	$306.6K	0.1%	−232−5.9%	Reduced	Holders
Q2 2025	3,930	$312.2K	0.1%	−6,758−63.2%	Reduced	Holders
Q1 2025	10,688	$901.7K	0.2%	−196−1.8%	Reduced	Holders
Q4 2024	10,884	$842.4K	0.2%	+1,358+14.3%	Added	Holders
Q3 2024	9,526	$818.3K	0.2%	−62−0.6%	Reduced	Holders
Q2 2024	9,588	$752.2K	0.2%	−2,643−21.6%	Reduced	Holders
Q1 2024	12,231	$1.06M	0.3%	−533−4.2%	Reduced	Holders
Q4 2023	12,764	$1.00M	0.3%	−476−3.6%	Reduced	Holders
Q3 2023	13,240	$954.2K	0.3%	−315−2.3%	Reduced	Holders
Q2 2023	13,555	$1.03M	0.3%	+351+2.7%	Added	Holders
Q1 2023	13,204	$981.3K	0.3%	+1,565+13.4%	Added	Holders
Q4 2022	11,639	$976.7K	0.3%	+307+2.7%	Added	Holders
Q3 2022	11,332	$818.0K	0.3%	−684−5.7%	Reduced	Holders
Q2 2022	12,016	$803.0K	0.3%	−277−2.3%	Reduced	Holders
Q1 2022	12,293	$902.0K	0.3%	−655−5.1%	Reduced	Holders
Q4 2021	12,948	$937.0K	0.3%	−1,412−9.8%	Reduced	Holders
Q3 2021	14,360	$925.0K	0.4%	−1,825−11.3%	Reduced	Holders
Q2 2021	16,185	$1.02M	0.4%	−698−4.1%	Reduced	Holders
Q1 2021	16,883	$1.01M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.