Adaptive Financial Consulting, LLC - Portfolio Stock Holdings

Adaptive Financial Consulting, LLC disclosed 20 stock positions in a recent SEC 13F filing. $285,493,326 of stock holdings were filed, with the largest holdings including AGG, IVV, and VCSH. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $547,099,663 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.