AWM
ADAM

Abound Wealth Management’s Adamas Trust ADAM Stock Holding History

Abound Wealth Management’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$141 Hold
15
– – ﹤0.01% 1206
2026
Q1 		$111 Buy
+15
New +$119 ﹤0.01% 1389

Other funds holding ADAM

PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Abound Wealth Management's ADAM Position: Q2 2026 in Review

Abound Wealth Management held its Adamas Trust (ADAM) position steady in Q2 2026 at 15 shares worth $141. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Abound Wealth Management first reported a position in ADAM in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold ADAM as of Q2 2026.

  • Abound Wealth Management held 15 shares of Adamas Trust worth $141 as of Q2 2026.
  • Abound Wealth Management left its Adamas Trust share count unchanged in Q2 2026.
  • Adamas Trust made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1206 holding.
  • Abound Wealth Management first reported a position in Adamas Trust in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.