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Adamsbrown Wealth Consultants LLC Top Holdings and 13F Report (2026)

About Adamsbrown Wealth Consultants LLC

Investment Activity

  • Adamsbrown Wealth Consultants LLC has $378.34 million in total holdings as of March 31, 2026.
  • Adamsbrown Wealth Consultants LLC owns shares of 138 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 11.14% of the portfolio was purchased this quarter.
  • About 4.13% of the portfolio was sold this quarter.
  • This quarter, Adamsbrown Wealth Consultants LLC has purchased 125 new stocks and bought additional shares in 74 stocks.
  • Adamsbrown Wealth Consultants LLC sold shares of 35 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$24,337,130
FIDELITY COVINGTON TRUST
$21,629,561

Largest New Holdings this Quarter

02072L607 - Freedom 100 Emerging Markets ETF
$12,495,012 Holding
025072190 - AMERICAN CENTY ETF TR
$8,598,806 Holding
14021T102 - CAPITAL GROUP INTERNATIONAL
$316,646 Holding
46641Q332 - JPMorgan Equity Premium Income ETF
$299,082 Holding
969457100 - Williams Companies
$282,267 Holding

Largest Purchases this Quarter

Freedom 100 Emerging Markets ETF
228,637 shares (about $12.50M)
AMERICAN CENTY ETF TR
119,677 shares (about $8.60M)
Capital Group Growth ETF
38,478 shares (about $1.55M)
FIDELITY COVINGTON TRUST
41,817 shares (about $1.50M)

Largest Sales this Quarter

Schwab Emerging Markets Equity ETF
280,895 shares (about $9.26M)
Capital Group Core Plus Income ETF
37,688 shares (about $841.95K)
Schwab US Dividend Equity ETF
24,128 shares (about $740.25K)
JPMorgan Ultra-Short Municipal ETF
11,813 shares (about $602.24K)
EVERGY INC
6,743 shares (about $552.40K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAdamsbrown Wealth Consultants LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$43,315,669$1,546,431 3.7%1,077,77211.4%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$32,608,362$2,513,318 8.4%594,6098.6%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$32,137,073$1,029,605 3.3%135,2468.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$24,337,130$1,316,362 5.7%50,7876.4%Finance
FIDELITY COVINGTON TRUST
$21,629,561$1,503,740 7.5%601,4895.7%ENHANCED MID
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$17,163,822$663,227 4.0%671,7744.5%ETF
VanEck Pharmaceutical ETF stock logo
PPH
VanEck Pharmaceutical ETF
$15,458,504$598,973 4.0%148,8114.1%Manufacturing
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$13,154,103$740,247 -5.3%428,7523.5%ETF
UTES
Virtus Reaves Utilities ETF
$12,696,556$987,242 8.4%158,9063.4%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$12,572,322$1,443,242 13.0%252,4063.3%Manufacturing
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$12,495,012$12,495,012 New Holding228,6373.3%ETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$8,732,340$841,949 -8.8%390,8842.3%ETF
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$8,645,873$187,017 2.2%455,0462.3%ETF
AMERICAN CENTY ETF TR
$8,598,806$8,598,806 New Holding119,6772.3%AVANTIS INTL SML
Apple Inc. stock logo
AAPL
Apple
$6,510,654$152,780 -2.3%25,6541.7%Computer and Technology
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$5,973,508$322,579 -5.1%140,5701.6%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$4,971,125$283,438 -5.4%48,0911.3%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$4,866,314$9,255,480 -65.5%147,6881.3%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$4,333,005$320,100 -6.9%89,9901.1%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$3,726,214$98,572 2.7%21,9631.0%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,590,966$39,415 1.1%20,5900.9%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,423,111$144,289 -4.0%5,9310.9%Finance
JPIB
JPMorgan International Bond Opportunities ETF
$3,231,351$172,918 -5.1%67,5730.9%ETF
WALMART INC
$2,784,956$37,905 -1.3%22,4090.7%COM
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$2,687,444$69,639 2.7%53,1010.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,626,730$164,726 6.7%7,0960.7%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,578,702$187,651 7.8%4,3150.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,467,375$195,566 8.6%11,8470.7%Retail/Wholesale
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock logo
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$2,442,771$241,572 11.0%26,1900.6%ETF
Invesco Variable Rate Investment Grade ETF stock logo
VRIG
Invesco Variable Rate Investment Grade ETF
$2,099,971$1,083,795 106.7%83,8810.6%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,988,215$195,466 10.9%85,6250.5%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$1,892,384$162,248 9.4%20,9360.5%Energy
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,556,644$51,084 -3.2%33,6720.4%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$1,537,582$602,237 -28.1%30,1600.4%ETF
The Kroger Co. stock logo
KR
Kroger
$1,417,651$4,703 0.3%19,5920.4%Retail/Wholesale
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,341,505$55,273 -4.0%9,1500.4%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$1,293,093$391,669 43.4%18,9770.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,099,336$610 -0.1%5,4040.3%Computer and Technology
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,093,282$1,827 -0.2%35,3130.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$997,139$25,744 2.7%1,7430.3%Computer and Technology
EVERGY INC
$981,995$552,398 -36.0%11,9870.3%COM
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$975,868$58,407 6.4%22,9400.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$970,851$11,726 1.2%15,1510.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$941,271$140,150 17.5%2,5320.2%Auto/Tires/Trucks
MISL
First Trust Indxx Aerospace & Defense ETF
$928,575$11,267 1.2%20,7690.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$877,134$5,457 0.6%3,0540.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$833,410$34,725 4.3%1,1760.2%Industrials
FIRST TR EXCHNG TRADED FD VI
$812,505$142,620 21.3%30,9290.2%FT VEST LAD
Deere & Company stock logo
DE
Deere & Company
$802,283$2,254 0.3%1,4240.2%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$782,510$32,024 4.3%3,2010.2%Medical
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$776,508$6,620 0.9%16,0700.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$769,789$83,907 12.2%1,7890.2%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$748,951$137,174 22.4%22,1780.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$736,248$74,427 -9.2%2,2950.2%ETF
3M Company stock logo
MMM
3M
$712,666$10,602 -1.5%4,9070.2%Multi-Sector Conglomerates
Alphabet Inc. stock logo
GOOG
Alphabet
$669,304$186,476 38.6%2,3330.2%Computer and Technology
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$666,985$32,782 -4.7%7,4670.2%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$655,415$152,150 -18.8%1,0080.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$626,375$135,168 27.5%2,1780.2%Computer and Technology
First Trust Nasdaq Oil & Gas ETF stock logo
FTXN
First Trust Nasdaq Oil & Gas ETF
$624,552$258,274 70.5%16,1800.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$619,378$149,016 31.7%1,8330.2%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$599,343$40,999 7.3%12,2940.2%Finance
Nucor Corporation stock logo
NUE
Nucor
$591,191$25,028 4.4%3,4960.2%Basic Materials
First Trust BuyWrite Income ETF stock logo
FTHI
First Trust BuyWrite Income ETF
$563,343$103,939 22.6%24,5470.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$552,670$59,709 12.1%5,7480.1%Consumer Discretionary
Chevron Corporation stock logo
CVX
Chevron
$543,050$96,611 21.6%2,6250.1%Energy
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$538,047$17,722 3.4%2,2770.1%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$536,187$10,748 -2.0%2,6940.1%Aerospace
GE VERNOVA INC
$514,328$2,620 0.5%5890.1%COM
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$512,483$13,879 2.8%1,9570.1%ETF
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$509,143$10,139 2.0%50,0140.1%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$506,063$1,177 0.2%1,7200.1%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$505,573$32,781 6.9%1,4960.1%Computer and Technology
PALANTIR TECHNOLOGIES INC
$493,256$286,124 138.1%3,3720.1%CL A
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$485,744$58,464 -10.7%17,3480.1%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$475,250$9,629 2.1%3,0600.1%Consumer Staples
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$448,307$5,848 -1.3%3,3730.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$434,858$14,074 3.3%3,6150.1%Medical
iShares MSCI USA Small-Cap Min Vol Factor ETF stock logo
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
$432,447$1,439 0.3%9,9150.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$430,336$32,183 8.1%4680.1%Medical
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$424,732$4,128 1.0%1,9550.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$418,948$25,450 6.5%1,9260.1%Medical
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$414,473$93,070 -18.3%15,2660.1%ETF
BITWISE BITCOIN ETF TR
$411,683$5,632 1.4%11,1840.1%SHS BEN INT
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$408,969$27,002 -6.2%2,8020.1%ETF
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$408,8190.0%12,2510.1%ETF
JPMorgan Diversified Return U.S. Mid Cap Equity ETF stock logo
JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
$404,320$916 -0.2%3,5300.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$377,281$9,430 -2.4%4,9610.1%Consumer Staples
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$374,133$25,385 7.3%6190.1%Aerospace
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$368,697$9,488 -2.5%14,6890.1%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$360,589$384 0.1%1,8800.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$355,750$21,923 6.6%3570.1%Retail/Wholesale
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$354,554$967 0.3%4,3980.1%ETF
Devon Energy Corporation stock logo
DVN
Devon Energy
$342,086$1,661 0.5%6,7980.1%Energy
Ecolab Inc. stock logo
ECL
Ecolab
$341,570$19,952 6.2%1,2840.1%Basic Materials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$325,500$67,322 26.1%4980.1%ETF
CAPITAL GROUP INTERNATIONAL
$316,646$316,646 New Holding9,5630.1%SHS
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$316,447$1,311 -0.4%10,8630.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$312,147$74,053 31.1%3,4480.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$311,999$14,658 -4.5%4470.1%ETF

Showing largest 100 holdings. View all holdings.
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