13F Insight
DOSSIER · 13F-HR · Q3 2026

ADAMSBROWN WEALTH CONSULTANTS LLC

$548M in tracked AUM across 176 positions as of Q3 2026.

AW
CIK 0001911244 · last filed Sep 30, 2026
Total AUM
$548M
as of Q3 2026
Holdings
176
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Portfolio Overview

AdamsBrown Wealth Consultants LLC manages a portfolio with a total market value of $359.24 million as of December 31, 2025. This represents a significant growth of 46.6% compared to the previous quarter's value of $245.00 million. The portfolio is moderately diversified, containing 125 holdings. However, the composition reveals a distinct preference for fund-based investments rather than individual stock selection. Approximately 57% of the portfolio is classif...

Key Holdings

The portfolio is dominated by large-cap ETFs and a select few blue-chip individual stocks. The top three positions account for 30.58% of the total assets:

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
QQQM
INVESCO EXCH TRADED FD TR II
$42M139K7.7%02
IDMO
INVESCO EXCH TRADED FD TR II
$40M651K7.2%03
SPYM
SPDR SERIES TRUST
$36M402K6.6%04
PWB
INVESCO EXCHANGE TRADED FD T
$34M211K6.2%05
BRIE
MFS ACTIVE EXCHANGE TRADED F
$32M1.1M5.9%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$28M55K5.0%07
FMDE
FIDELITY COVINGTON TRUST
$26M642K4.7%08
PVAL
PUTNAM ETF TRUST
$23M444K4.3%09
CGGR
CAPITAL GROUP GROWTH ETF
$19M406K3.5%10
FRDM
EA SERIES TRUST
$18M250K3.2%

Filing history

2026Q3Sep 30
$548M▲ 3.4%
176 positionsView →2026Q2Jun 30
$530M▲ 40.1%
173 positionsView →2026Q1Mar 31
$378M▲ 5.3%
138 positionsView →2025Q4Dec 31
$359M▼ 1.0%
125 positionsView →2025Q3Sep 30
$363M▲ 5.3%
115 positionsLocked2025Q2Jun 30
$345M▲ 8.3%
108 positionsLocked2025Q1Mar 31
$318M▲ 8.5%
101 positionsLocked2024Q4Dec 31
$293M▲ 1.8%
97 positionsLocked2024Q3Sep 30
$288M▲ 12.2%
93 positionsLocked2024Q2Jun 30
$257M▲ 4.0%
84 positionsLocked2024Q1Mar 31
$247M▲ 7.5%
82 positionsLocked2023Q4Dec 31
$230M▲ 13.2%
83 positionsLocked
Showing 12 of 20