ADAMSBROWN WEALTH CONSULTANTS LLC

CIK

1911244

Location

WICHITA, KS

Portfolio Value

Small $508,542,367

Diversification

Diversified

Filing Date

Global Rank

#3,790 / 8,793 ▲ 178 · as of Jun 2026

Top Industry

Asset Management 47.6%

Period ended 3 months ago

Filed Jul 9, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

127 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.6%

−2.0 pts

Top 5

45.3%

−4.7 pts

Top 10

67.0%

−2.4 pts

HHI

607

Diversified−99

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.9%	$340,135,368	52
Financial Services	21.5%	$109,584,767	12
Technology	5.1%	$26,151,903	20
Industrials	1.3%	$6,754,218	12
Energy	1.2%	$6,028,337	6
Consumer Defensive	1.1%	$5,685,273	6
Consumer Cyclical	1.1%	$5,372,919	6
Communication Services	0.8%	$3,853,392	4
Healthcare	0.5%	$2,524,708	5
Utilities	0.3%	$1,314,290	2
Basic Materials	0.2%	$1,137,192	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+390,902	393,704	$34,779,647
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+43,573	64,342	$2,162,299
CGGR	Capital Group Growth ETF	+35,828	1,113,600	$52,561,920
IVZ	Invesco Ltd.	+32,628	762,483	$79,418,441
BILZ	PIMCO Ultra Short Government Active ETF	+24,679	50,869	$4,778,730
FBCG	Fidelity Blue Chip Growth ETF	+24,145	625,634	$25,388,227
DVVY	Invesco Diversified Dividend Opportunities ETF	+22,117	105,998	$2,657,369
CAAA	First Trust AAA CMBS ETF	+20,724	944,904	$33,054,561
AAAA	Amplius Aggressive Asset Allocation ETF	+18,032	246,669	$18,181,687
VB	Vanguard Morningstar Small-Cap ETF	+10,676	24,252	$6,403,916
ACSG	American Century Small Cap Growth Insights ETF	+8,885	137,497	$10,333,319
AMZA	InfraCap MLP ETF	+6,935	165,841	$13,555,843
AFK	VanEck Africa Index ETF	+5,303	154,114	$16,852,365
VEA	Vanguard FTSE Developed Markets ETF	+5,057	20,208	$1,439,820
CGIC	Capital Group International Core Equity ETF	+4,602	14,165	$515,464
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,817	193,800	$10,639,741
AFGR	First Trust Active Factor Large Cap Growth ETF	+3,807	80,934	$2,565,292
EDV	Vanguard World Funds Extended Duration ETF	+3,043	3,490	$417,124
AIRR	First Trust RBA American Industrial Renaissance ETF	+2,977	43,704	$1,200,640
PLTR	Palantir Technologies Inc.	+2,796	6,168	$719,620
BRK-B	Berkshire Hathaway Inc	+2,530	53,317	$26,679,293
GOOGL	Alphabet Inc.	+2,083	6,594	$2,341,258
PEP	Pepsico Inc	+1,782	4,842	$655,606
WMT	Walmart Inc.	+1,572	23,981	$2,716,088
NVDA	Nvidia Corp	+1,501	22,091	$4,420,188
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
FCAL	First Trust California Municipal High income ETF	−176,649	278,397	$5,370,278
CGCB	Capital Group Core Bond ETF	−25,043	381,107	$8,555,444
FSK	FS KKR Capital Corp	−17,842	32,172	$337,806
SLV	iShares Silver Trust	−13,481	5,496	$293,871
FNDA	Schwab Fundamental U.S. Small Company ETF	−7,805	722,131	$22,962,664
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−6,083	153,558	$7,962,192
NFLX	Netflix Inc	−1,751	3,997	$285,385
OKE	Oneok Inc /New/	−1,741	19,195	$1,668,813
ONB	Old National Bancorp /In/	−1,594	8,082	$209,323
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−1,138	96,319	$5,373,903
QQQ	Invesco Qqq Trust, Series 1	−839	5,092	$3,749,748
AAPL	Apple Inc.	−399	25,255	$7,307,786
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−222	17,292	$2,383,308
ORCL	Oracle Corp	−196	1,392	$203,997
ABI	VictoryShares Pioneer Asset-Based Income ETF	−127	49,096	$5,759,516
LOW	Lowes Companies Inc	−95	2,182	$481,109
KO	Coca Cola Co	−73	4,888	$397,247
CGXU	Capital Group International Focus Equity ETF	−70	6,951	$240,643
PANW	Palo Alto Networks Inc	−62	1,298	$442,643
KR	Kroger Co	−13	19,579	$1,087,221
DVN	Devon Energy Corp/De	−6	6,792	$280,645
IBM	International Business Machines Corp	−4	891	$250,558
CAT	Caterpillar Inc	−3	1,173	$1,249,127
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BRCE	MFS Blended Research Core Equity ETF	1,010,498	$30,638,299
MRVL	Marvell Technology, Inc.	1,624	$483,773
SPCX	Space Exploration Technologies Corp	2,651	$452,949
ALAB	Astera Labs, Inc.	934	$451,140
PWR	Quanta Services, Inc.	548	$394,581
STX	Seagate Technology Holdings plc	380	$366,700
V	Visa Inc.	962	$330,052
BAB	Invesco Taxable Municipal Bond ETF	10,540	$319,256
CRDO	Credo Technology Group Holding Ltd	1,019	$277,117
MA	Mastercard Inc	505	$259,368
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	3,864	$250,619
FBUF	Fidelity Dynamic Buffered Equity ETF	7,410	$244,011
CGBL	Capital Group Core Balanced ETF	6,401	$242,981
INTC	Intel Corp	1,705	$238,069
CWI	State Street SPDR MSCI ACWI ex-US ETF	4,717	$237,689
TXN	Texas Instruments Inc	774	$230,706
VEU	Vanguard FTSE All-World Ex-US ETF	3,828	$228,493
GE	General Electric Co	610	$227,975
HD	Home Depot, Inc.	634	$223,599
IONQ	IonQ, Inc.	4,150	$221,029
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	13,875	$220,335
DIA	Spdr Dow Jones Industrial Average ETF Trust	412	$215,224
CSCO	Cisco Systems, Inc.	1,809	$212,485
APRP	PGIM S&P 500 Buffer 12 ETF - April	6,379	$204,446
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	3,916	$203,632
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
QXO	QXO, Inc.	11,657	$226,378
OXY	Occidental Petroleum Corp /De/	3,378	$219,570
PSX	Phillips 66	1,131	$206,045
HON	Honeywell International Inc	885	$200,036
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

127 tracked positions · $508,542,367 total · filing declares 173 positions · $530,173,576 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 127 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVZ	Invesco Ltd. Financial Services	Added	762,483	+32,628	$79,418,441	+22.7%	15.62%
CGGR	Capital Group Growth ETF	Added	1,113,600	+35,828	$52,561,920	+21.3%	10.34%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	393,704	+390,902	$34,779,647	+8405.2%	6.84%
CAAA	First Trust AAA CMBS ETF	Added	944,904	+20,724	$33,054,561	+11.2%	6.50%
BRCE	MFS Blended Research Core Equity ETF	NEW	1,010,498	NEW	$30,638,299	NEW	6.02%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	53,317	+2,530	$26,679,293	+9.6%	5.25%
FBCG	Fidelity Blue Chip Growth ETF	Added	625,634	+24,145	$25,388,227	+17.4%	4.99%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	722,131	-7,805	$22,962,664	+4.3%	4.52%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	246,669	+18,032	$18,181,687	+45.5%	3.58%
AFK	VanEck Africa Index ETF	Added	154,114	+5,303	$16,852,365	+9.0%	3.31%
AMZA	InfraCap MLP ETF	Added	165,841	+6,935	$13,555,843	+6.8%	2.67%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	193,800	+3,817	$10,639,741	—	2.09%
ACSG	American Century Small Cap Growth Insights ETF	Added	137,497	+8,885	$10,333,319	+12.8%	2.03%
CGCB	Capital Group Core Bond ETF	Reduced	381,107	-25,043	$8,555,444	−6.5%	1.68%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	153,558	-6,083	$7,962,192	−2.4%	1.57%
AAPL	Apple Inc. Technology	Reduced	25,255	-399	$7,307,786	+12.2%	1.44%
VB	Vanguard Morningstar Small-Cap ETF	Added	24,252	+10,676	$6,403,916	+43.2%	1.26%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	49,096	-127	$5,759,516	+11.0%	1.13%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	96,319	-1,138	$5,373,903	+7.5%	1.06%
FCAL	First Trust California Municipal High income ETF	Reduced	278,397	-176,649	$5,370,278	−37.9%	1.06%
BILZ	PIMCO Ultra Short Government Active ETF	Added	50,869	+24,679	$4,778,730	+95.6%	0.94%
NVDA	Nvidia Corp Technology	Added	22,091	+1,501	$4,420,188	+23.1%	0.87%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,092	-839	$3,749,748	+9.5%	0.74%
AMD	Advanced Micro Devices Inc Technology	Added	5,649	+245	$3,281,560	+198.5%	0.65%
XOM	ExxonMobil Holdings Corp Energy	Added	22,406	+443	$3,063,348	−17.8%	0.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,451	+604	$2,967,571	+20.3%	0.58%
MSFT	Microsoft Corp Technology	Added	7,627	+531	$2,845,023	+8.3%	0.56%
WMT	Walmart Inc. Consumer Defensive	Added	23,981	+1,572	$2,716,088	−2.5%	0.53%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	105,998	+22,117	$2,657,369	+26.5%	0.52%
MU	Micron Technology Inc Technology	Added	2,240	+407	$2,585,609	+317.5%	0.51%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	80,934	+3,807	$2,565,292	+10.5%	0.50%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	17,292	-222	$2,383,308	+13.7%	0.47%
GOOGL	Alphabet Inc. Communication Services	Added	6,594	+2,083	$2,341,258	+80.7%	0.46%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	64,342	+43,573	$2,162,299	+132.9%	0.43%
OKE	Oneok Inc /New/ Energy	Reduced	19,195	-1,741	$1,668,813	−11.8%	0.33%
VEA	Vanguard FTSE Developed Markets ETF	Added	20,208	+5,057	$1,439,820	+48.3%	0.28%
SPY	Spdr S&P 500 ETF Trust	Added	1,710	+702	$1,276,976	+94.8%	0.25%
CAT	Caterpillar Inc Industrials	Reduced	1,173	-3	$1,249,127	+49.9%	0.25%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	43,704	+2,977	$1,200,640	+1.1%	0.24%
CGDV	Capital Group Dividend Value ETF	Added	24,223	+1,283	$1,193,709	+22.3%	0.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,749	+217	$1,156,229	+22.8%	0.23%
KR	Kroger Co Consumer Defensive	Reduced	19,579	-13	$1,087,221	−23.3%	0.21%
EVRG	Evergy, Inc. Utilities	Added	12,493	+506	$1,079,769	+10.0%	0.21%
META	Meta Platforms, Inc. Communication Services	Added	1,789	+46	$1,007,725	+1.1%	0.20%
		Added	16,336	+266	$942,097	+21.3%	0.19%
DE	Deere & Co Industrials	Added	1,432	+8	$908,360	+13.2%	0.18%
JNJ	Johnson & Johnson Healthcare	Added	3,345	+144	$849,529	+8.6%	0.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,675	+179	$799,929	+58.2%	0.16%
MMM	3M Co Industrials	Added	4,909	+2	$794,816	+11.5%	0.16%
NUE	Nucor Corp Basic Materials	Added	3,498	+2	$779,179	+31.8%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.