ADAMSBROWN WEALTH CONSULTANTS LLC
CIK: 0001911244SEC EDGAR →
Portfolio Value
$359.2M
Holdings
125
As of
Q4 2025
New Positions
125
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF | 1,039,294 | $46.2M | 12.87% |
| 2 | INVESCO EXCH TRADED FD TR II | 130,913 | $33.1M | 9.22% |
| 3 | INVESCO EXCH TRADED FD TR II | 548,779 | $30.5M | 8.49% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 48,040 | $24.1M | 6.72% |
| 5 | FIDELITY COVINGTON TRUST | 559,672 | $20.4M | 5.67% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 645,816 | $16.9M | 4.72% |
| 7 | VANECK ETF TRUST | 143,045 | $14.8M | 4.11% |
| 8 | SCHWAB STRATEGIC TR | 428,583 | $14.0M | 3.91% |
| 9 | SCHWAB STRATEGIC TR | 452,880 | $12.4M | 3.46% |
| 10 | ETFIS SER TR I | 146,550 | $11.6M | 3.22% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (125)
$46.2M · 1.0M shares
$33.1M · 131K shares
$30.5M · 549K shares
$24.1M · 48K shares
$20.4M · 560K shares
$16.9M · 646K shares
$14.8M · 143K shares
$14.0M · 429K shares
$12.4M · 453K shares
$11.6M · 147K shares
$11.2M · 223K shares
$9.7M · 429K shares
$8.6M · 445K shares
$7.1M · 26K shares
$6.1M · 148K shares
$5.2M · 51K shares
$4.7M · 97K shares
$3.8M · 6K shares
$3.8M · 20K shares
$3.5M · 71K shares
$3.2M · 7K shares
$2.6M · 52K shares
$2.6M · 21K shares
$2.5M · 23K shares
$2.5M · 11K shares
$2.5M · 4K shares
$2.2M · 24K shares
$2.1M · 42K shares
$1.8M · 77K shares
$1.6M · 35K shares
$1.5M · 10K shares
$1.4M · 19K shares
$1.4M · 19K shares
$1.2M · 20K shares
$1.2M · 5K shares
$1.1M · 2K shares
$1.1M · 35K shares
$1.0M · 41K shares
$969K · 2K shares
$941K · 22K shares
$935K · 15K shares
$880K · 3K shares
$877K · 21K shares
$852K · 13K shares
$847K · 1K shares
$847K · 3K shares
$797K · 5K shares
$746K · 16K shares
$725K · 49K shares
$690K · 8K shares
$676K · 26K shares
$661K · 1K shares
$645K · 1K shares
$635K · 3K shares
$631K · 2K shares
$629K · 11K shares
$620K · 18K shares
$596K · 3K shares
$553K · 2K shares
$548K · 19K shares
$546K · 3K shares
$534K · 2K shares
$531K · 2K shares
$528K · 2K shares
$524K · 11K shares
$511K · 19K shares
$491K · 3K shares
$491K · 2K shares
$480K · 5K shares
$472K · 20K shares
$465K · 433 shares
$430K · 3K shares
$428K · 10K shares
$425K · 1K shares
$424K · 12K shares
$415K · 3K shares
$413K · 2K shares
$410K · 2K shares
$398K · 2K shares
$397K · 1K shares
$395K · 15K shares
$384K · 4K shares
$383K · 586 shares
$372K · 2K shares
$368K · 3K shares
$355K · 5K shares
$355K · 11K shares
$352K · 468 shares
$350K · 4K shares
$349K · 5K shares
$336K · 3K shares
$332K · 960 shares
$332K · 4K shares
$328K · 2K shares
$317K · 1K shares
$290K · 1K shares
$288K · 335 shares
$285K · 5K shares
$279K · 577 shares
$277K · 7K shares
$276K · 10K shares
$273K · 11K shares
$270K · 11K shares
$270K · 395 shares
$268K · 11K shares
$264K · 9K shares
$251K · 1K shares
$250K · 309 shares
$247K · 7K shares
$242K · 818 shares
$239K · 2K shares
$237K · 2K shares
$236K · 11K shares
$235K · 3K shares
$229K · 7K shares
$217K · 620 shares
$212K · 1K shares
$208K · 5K shares
$208K · 8K shares
$207K · 7K shares
$204K · 11K shares
$198K · 12K shares
$133K · 10K shares
$78K · 12K shares
$58K · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 68 | $285.4M | 79.5% |
| Unknown | 10 | $30.4M | 8.5% |
| Technology | 12 | $18.7M | 5.2% |
| Consumer Defensive | 6 | $5.1M | 1.4% |
| Energy | 6 | $4.8M | 1.3% |
| Consumer Cyclical | 4 | $4.2M | 1.2% |
| Industrials | 7 | $3.4M | 1.0% |
| Communication Services | 4 | $2.7M | 0.7% |
| Healthcare | 4 | $1.9M | 0.5% |
| Utilities | 2 | $1.7M | 0.5% |
| Basic Materials | 2 | $863K | 0.2% |