Valley Wealth Managers’s Adamas Trust ADAM Stock Holding History

Valley Wealth Managers’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 Q3	$21.7K	Buy	+2,783	New	+$25.7K	﹤0.01%	262

Other funds holding ADAM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Valley Wealth Managers's ADAM Position: Q3 2026 in Review

Valley Wealth Managers opened a new position in Adamas Trust (ADAM) in Q3 2026: 2,783 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

15 funds tracked by Wall St. Rank hold ADAM as of Q3 2026.

Valley Wealth Managers held 2,783 shares of Adamas Trust worth $21.7K as of Q3 2026.
Adamas Trust was a new Valley Wealth Managers position in Q3 2026.
Adamas Trust made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #262 holding.
15 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.