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Adapt Wealth Advisors, LLC

SEC CIK
0002013937
Latest filing
Aug 12, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Adapt Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2024
Holdings of TFC by Adapt Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−16,598−100.0%Sold outHolders
Q1 202616,598$763.0K0.3%00.0%UnchangedHolders
Q4 202516,598$816.8K0.3%−2,494−13.1%ReducedHolders
Q3 202519,092$872.9K0.3%−614−3.1%ReducedHolders
Q2 202519,706$847.2K0.4%−750−3.7%ReducedHolders
Q1 202520,456$841.8K0.4%+9,021+78.9%AddedHolders
Q4 202411,435$496.1K0.2%+3,385+42.0%AddedHolders
Q3 20248,050$344.3K0.2%00.0%UnchangedHolders
Q2 20248,050$312.7K0.2%+1,700+26.8%AddedHolders
Q1 20246,350$247.5K0.2%–No prior filingHolders