ADAMSBROWN WEALTH CONSULTANTS LLC

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...