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Adams Chetwood Wealth Management LLC Historical SEC 13F Holdings & Archive (Q1 2022)
Adams Chetwood Wealth Management LLCCIK: 0001799752
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$176.4M
Reporting period: 2022-03-31 · Number of holdings: 80
Adams Chetwood Wealth Management LLC disclosed 80 holdings in its latest 13F filing for the period ending 2022-03-31, with total reported value of $176.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 26.95
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 50.9
- Diversification
- 100
- Sizing Uniformity
- 78.92
Adams Chetwood Wealth Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.067 — mathematically equivalent to about 15 equally-sized positions, well below its 80 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.11), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 20% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Short Duration | ETF-Other | 18.48% | — | +5280.69% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 12.12% | — | +100.08% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.85% | — | +0.79% | |
| 4 | DFAU | Dimensional US Core Equity M | ETF-Other | 6.27% | — | +7.08% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.47% | — | -1.37% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 3.27% | — | +8.73% | |
| 7 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 2.62% | — | +0.61% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 2.37% | — | -0.07% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.36% | — | +8.46% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | — | -0.41% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.20% | — | +1.82% | |
| 12 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 1.81% | — | +6.42% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.76% | — | +0.02% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.60% | — | -13.05% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | — | -0.41% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | — | +17.79% | |
| 17 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 1.38% | — | +0.52% | |
| 18 | PID | Invesco International Divide | ETF-Other | 1.29% | — | -1.15% | |
| 19 | DGRE | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.09% | — | +3.00% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | — | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | — | +0.34% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | — | -0.70% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.87% | — | +0.21% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | — | +0.15% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.77% | — | -0.31% | |
| 26 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.70% | — | +0.21% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | — | +0.31% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 0.68% | — | +14.85% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | — | -3.46% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | — | — | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.65% | — | +0.55% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | — | +0.35% | |
| 33 | TFC | Truist Financial CORP | Stock-Financials | 0.59% | — | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | — | +0.25% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | — | +13.25% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 0.54% | — | +20.52% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | — | +31.84% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.47% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | — | — | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.43% | — | +0.41% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.43% | — | +0.22% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | — | +0.11% | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.41% | — | +0.48% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | — | -3.16% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | — | — | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.37% | — | -3.66% | |
| 47 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.34% | — | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | — | +0.36% | |
| 49 | GWW | Ww Grainger Inc | Stock-Industrials | 0.32% | — | +0.36% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.31% | — | +0.25% |
1–50 of 80
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Adams Chetwood Wealth Management LLC and what type of investor is it?
Adams Chetwood Wealth Management LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-03-31), the firm manages a tracked equity portfolio valued at approximately $176.4M, spread across 80 disclosed positions.
What are Adams Chetwood Wealth Management LLC's largest equity positions?
Based on the latest 13F filing, Adams Chetwood Wealth Management LLC's top holdings by market value are:
1. Dimensional Short Duration (DFSD) — $32.6M (18.5%)
2. Schwab US Large-cap ETF (SCHX) — $21.4M (12.1%)
3. Schwab Intl Equity ETF (SCHF) — $12.1M (6.8%)
4. Dimensional US Core Equity M (DFAU) — $11.1M (6.3%)
5. Schwab US Dvd Equity ETF (SCHD) — $9.7M (5.5%)
What changes did Adams Chetwood Wealth Management LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Adams Chetwood Wealth Management LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Adams Chetwood Wealth Management LLC focus on?
Adams Chetwood Wealth Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 26.9%
• Consumer Discretionary: 19.7%
• Communication Services: 15.2%
• Health Care: 13.0%
• Industrials: 7.9%
• Consumer Staples: 7.8%
Investment Profile
Adams Chetwood Wealth Management LLC's portfolio is broadly diversified and long-term-holding.
Its turnover score has fallen from 16 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has added to its DFAU position over the past two quarters (+$2.5M, now $11.1M), while trimming 74019P108 over the same stretch (-$1.6M, still holding $441.0K).
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