What does ADAMSBROWN WEALTH CONSULTANTS LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CGGR

CAPITAL GROUP GROWTH ETF

$43M1.1M11.4%

IDMO

INVESCO EXCH TRADED FD TR II

$33M595K8.6%

QQQM

INVESCO EXCH TRADED FD TR II

$32M135K8.5%

BRK/B

BERKSHIRE HATHAWAY INC DEL

$24M51K6.4%

FMDE

FIDELITY COVINGTON TRUST

$22M601K5.7%

RDVI

FIRST TR EXCHANGE-TRADED FD

$17M672K4.5%

PPH

VANECK ETF TRUST

$15M149K4.1%

SCHD

SCHWAB STRATEGIC TR

$13M429K3.5%

UTES

ETFIS SER TR I

$13M159K3.4%

LMBS

FIRST TR EXCHANGE-TRADED FD

$13M252K3.3%

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