AWA
GARP

Adapt Wealth Advisors’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Adapt Wealth Advisors’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32M Buy
20,567
+1,608
+8% +$109K 0.48% 38
2025
Q4 		$1.29M Buy
18,959
+3,401
+22% +$229K 0.44% 38
2025
Q3 		$1.02M Buy
+15,558
New +$972K 0.38% 42

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Adapt Wealth Advisors's GARP Position: Q1 2026 in Review

Adapt Wealth Advisors increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 8.5% in Q1 2026, buying an estimated $109K and bringing the position to 20,567 shares worth $1.32M. The position accounts for 0.48% of the portfolio, ranked #38.

Adapt Wealth Advisors first reported a position in GARP in Q3 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

  • Adapt Wealth Advisors held 20,567 shares of iShares MSCI USA Quality GARP ETF worth $1.32M as of Q1 2026.
  • Adapt Wealth Advisors bought 1,608 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $109K.
  • iShares MSCI USA Quality GARP ETF made up 0.48% of Adapt Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • Adapt Wealth Advisors first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.