Adaptive Financial Consulting, LLC Portfolio Holdings

Adaptive Financial Consulting, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $248 Million distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $53.7M, Vanguard Sht Term Corp Bd ETF with a value of $31.3M, Ishares Core S&P 500 ETF with a value of $28.4M, Ishares S&P 500 Growth ETF with a value of $20.8M, and Ishares Msci Usa Min Vol Facto with a value of $20.5M.

Examining the 13F form we can see an increase of $9.89M in the current position value, from $238M to 248M.

Adaptive Financial Consulting, LLC is based out at Beachwood, OH

Below you can find more details about Adaptive Financial Consulting, LLC portfolio as well as his latest detailed transactions.