ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244 · WICHITA, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$530.2M
2026 Q2
Positions
173
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CGGR
CAPITAL GROUP GROWTH ETF
9.9%
QQQM
INVESCO EXCH TRADED FD TR II
7.9%
IDMO
INVESCO EXCH TRADED FD TR II
7.1%
SPYM
SPDR SERIES TRUST
6.5%
BRIE
MFS ACTIVE EXCHANGE TRADED F
5.8%
BRK-B
BERKSHIRE HATHAWAY INC DEL
5.0%
FMDE
FIDELITY COVINGTON TRUST
4.8%
PVAL
PUTNAM ETF TRUST
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.