Institutions / Adamsbrown Wealth Consultants LLC
Adamsbrown Wealth Consultants LLC
CIK 1911244 · Institution · as of Dec 31, 2025
Portfolio value
$359.24M
Positions
125
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 125 →
| Company | Value | % of portfolio |
|---|---|---|
| Capital Group Growth ETF | $46.22M | 12.9% |
| Invesco Exch Traded Fd Tr II | $33.11M | 9.2% |
| Invesco Exch Traded Fd Tr II | $30.50M | 8.5% |
| Warren E. Buffett | $24.15M | 6.7% |
| Fidelity Covington Trust | $20.36M | 5.7% |
| First Trust Exchange-Traded Fund IV | $16.95M | 4.7% |
| VanEck ETF Trust | $14.76M | 4.1% |
| Schwab Strategic Tr | $14.04M | 3.9% |
| Schwab Strategic Tr | $12.42M | 3.5% |
| Etfis Ser Tr I | $11.57M | 3.2% |
| First Tr Exchange-Traded Fd | $11.17M | 3.1% |
| Capital Grp Fixed Incm ETF T | $9.70M | 2.7% |
| First Tr Exch Traded Fd III | $8.63M | 2.4% |
| Apple Inc. | $7.14M | 2.0% |
| iShares Tr | $6.13M | 1.7% |
| Invesco Exchange Traded Fd T | $5.21M | 1.4% |
| WisdomTree Tr | $4.70M | 1.3% |
| NVIDIA Corp | $3.80M | 1.1% |
| Invesco Qqq Tr | $3.80M | 1.1% |
| J P Morgan Exchange Traded F | $3.47M | 1.0% |
| Microsoft Corp | $3.22M | 0.9% |
| J P Morgan Exchange Traded F | $2.62M | 0.7% |
| Exxon Mobil Corp | $2.57M | 0.7% |
| Walmart Inc. | $2.53M | 0.7% |
| Amazon.com Inc | $2.52M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.