ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC reported 173 positions worth $530.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: CGGR (9.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGGR | SH | $52.6M | 9.91% | 1,113,600 | — | — | |
| ▸ 2 | QQQM | SH | $41.8M | 7.88% | 137,829 | — | — | |
| ▸ 3 | IDMO | SH | $37.7M | 7.10% | 624,654 | — | — | |
| ▸ 4 | SPYM | SH | $34.4M | 6.48% | 390,890 | — | — | |
| ▸ 5 | BRIE | SH | $30.6M | 5.78% | 1,010,498 | — | — | |
| ▸ 6 | BRK-B | SH | $26.7M | 5.03% | 53,317 | — | — | |
| ▸ 7 | FMDE | SH | $25.4M | 4.79% | 625,634 | — | — | |
| ▸ 8 | PVAL | SH | $21.6M | 4.08% | 424,275 | — | — | |
| ▸ 9 | RDVI | SH | $20.2M | 3.80% | 686,102 | — | — | |
| ▸ 10 | FRDM | SH | $17.7M | 3.33% | 242,154 | — | — |
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Frequently Asked Questions
What stocks does ADAMSBROWN WEALTH CONSULTANTS LLC hold as of Q2 2026?
ADAMSBROWN WEALTH CONSULTANTS LLC reported 173 positions worth $530.2M in its Q2 2026 13F filing. Largest positions: CGGR (9.9%), QQQM (7.9%), IDMO (7.1%), SPYM (6.5%) and BRIE (5.8%).
What did ADAMSBROWN WEALTH CONSULTANTS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ADAMSBROWN WEALTH CONSULTANTS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.