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Institutional Investor · CIK 0001804717

ADAPTIVE FINANCIAL CONSULTING, LLC

Portfolio data for the last 6 months — sourced from SEC 13F filings

Stocks Held

17

Total Value

$245.88M

Total Shares

1.85M

Latest Filing

Aug 7, 2026

CIK

0001804717

Current Holdings

Company↕Sector↕IndustryPeriod↕Filed↓Shares↕Value ($)↕Ownership↕TypeP/C/SSEC Filing
Financial ServicesAsset Management2026-06-302026-08-07582,685$57.67M0.0414%SH—View
Financial ServicesAsset Management - Global2026-06-302026-08-0745,690$34.22M0.0039%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-08-07398,171$31.47M0.0604%SH—View
Financial ServicesAsset Management - Global2026-06-302026-08-07182,539$25.10M0.0334%SH—View
Financial ServicesAsset Management2026-06-302026-08-0728,811$21.22M0.0040%SH—View
Financial ServicesAsset Management2026-06-302026-08-0738,530$15.28M0.2209%SH—View
Financial ServicesAsset Management2026-06-302026-08-0744,515$13.31M0.0665%SH—View
Financial ServicesAsset Management2026-06-302026-08-07129,548$12.49M0.0180%SH—View
Financial ServicesAsset Management - Global2026-06-302026-08-07143,883$11.92M0.0070%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-08-07145,499$11.34M0.0162%SH—View
Financial ServicesAsset Management2026-06-302026-08-0768,707$7.58M0.0361%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-08-0721,150$2.13M0.0022%SH—View
Financial ServicesAsset Management2026-06-302026-08-078,683$669.58K0.0005%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-08-075,917$645.39K0.0019%SH—View
Financial ServicesAsset Management2026-06-302026-08-07421$314.47K0.0000%SH—View
Financial ServicesAsset Management - Global2026-06-302026-08-07711$263.10K0.0000%SH—View
Financial ServicesAsset Management2026-06-302026-08-07381$261.68K0.0000%SH—View
Showing 1 to 17 of 17 results
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