ADAMSBROWN WEALTH CONSULTANTS LLC

CIK

1911244

Location

WICHITA, KS

Portfolio Value

Micro $93,725,597

Diversification

Diversified

Filing Date

Global Rank

#6,046 / 8,517 ▼ 571

Top Industry

Insurance - Diversified 30.7%

3Y Alpha vs SPY

+10.8%

Period ended 46 days ago

Filed Jul 9, 2026 · 37d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+126.5%

SPY

+75.3%

Annualised alpha

+10.8%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

28.5%

−5.9 pts

Top 5

48.5%

−16.2 pts

Top 10

63.6%

−11.5 pts

HHI

995

Diversified−639

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	31.9%	$29,863,216	10
Technology	27.9%	$26,151,903	20
Unclassified	7.3%	$6,825,858	7
Industrials	6.7%	$6,301,269	11
Energy	6.4%	$6,028,337	6
Consumer Defensive	6.1%	$5,685,273	6
Consumer Cyclical	5.7%	$5,372,919	6
Healthcare	2.7%	$2,524,708	5
Communication Services	2.7%	$2,520,632	4
Utilities	1.4%	$1,314,290	2
Basic Materials	1.2%	$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
PLTR	Palantir Technologies Inc.	+2,796	6,168	$719,620
BRK-B	Berkshire Hathaway Inc	+2,530	53,317	$26,679,293
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
WMB	Williams Companies, Inc.	+1,015	4,893	$363,745
AVGO	Broadcom Inc.	+840	1,817	$686,371
SPY	Spdr S&P 500 ETF Trust	+702	1,710	$1,276,976
AMZN	Amazon Com Inc	+604	12,451	$2,967,571
FBTC	Fidelity Wise Origin Bitcoin Fund	+569	5,042	$257,394
VZ	Verizon Communications Inc	+538	5,173	$219,024
MSFT	Microsoft Corp	+531	7,627	$2,845,023
EVRG	Evergy, Inc.	+506	12,493	$1,079,769
JPM	Jpmorgan Chase & Co	+472	2,192	$717,507
XOM	ExxonMobil Holdings Corp	+443	22,406	$3,063,348
MU	Micron Technology Inc	+407	2,240	$2,585,609
BITB	Bitwise Bitcoin ETF	+404	11,588	$369,193
AMD	Advanced Micro Devices Inc	+245	5,649	$3,281,560
COST	Costco Wholesale Corp /New	+231	588	$550,056
FSCO	FS Credit Opportunities Corp.	+224	12,904	$64,390
TSLA	Tesla, Inc.	+217	2,749	$1,156,229
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+179	1,675	$799,929
COP	Conocophillips	+170	2,065	$214,677
LMT	Lockheed Martin Corp	+164	783	$398,907
JNJ	Johnson & Johnson	+144	3,345	$849,529
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
FSK	FS KKR Capital Corp	−17,842	32,172	$337,806
SLV	iShares Silver Trust	−13,481	5,496	$293,871
NFLX	Netflix Inc	−1,751	3,997	$285,385
OKE	Oneok Inc /New/	−1,741	19,195	$1,668,813
GOOGL	Alphabet Inc.	−1,689	2,822	$1,008,498
ONB	Old National Bancorp /In/	−1,594	8,082	$209,323
QQQ	Invesco Qqq Trust, Series 1	−839	5,092	$3,749,748
AAPL	Apple Inc.	−399	25,255	$7,307,786
ORCL	Oracle Corp	−196	1,392	$203,997
LOW	Lowes Companies Inc	−95	2,182	$481,109
KO	Coca Cola Co	−73	4,888	$397,247
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

15 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,624	$483,773
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
CRDO	Credo Technology Group Holding Ltd	1,019	$277,117
MA	Mastercard Inc	505	$259,368
INTC	Intel Corp	1,705	$238,069
TXN	Texas Instruments Inc	774	$230,706
GE	General Electric Co	610	$227,975
HD	Home Depot, Inc.	634	$223,599
IONQ	IonQ, Inc.	4,150	$221,029
DIA	Spdr Dow Jones Industrial Average ETF Trust	412	$215,224
CSCO	Cisco Systems, Inc.	1,809	$212,485
SMR	NUSCALE POWER Corp	10,000	$100,300
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
CGGR	Capital Group Growth ETF	1,077,772	$43,315,656
CGDV	Capital Group Dividend Value ETF	22,940	$975,867
VEA	Vanguard FTSE Developed Markets ETF	15,151	$970,876
VB	Vanguard Morningstar Small-Cap ETF	1,957	$512,577
CGGO	Capital Group Global Growth Equity ETF	12,251	$408,815
CGIC	Capital Group International Core Equity ETF	9,563	$316,630
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

79 tracked positions · $93,725,597 total · 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 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	53,317	+2,530	$26,679,293	+9.6%	28.47%
AAPL	Apple Inc. Technology	Reduced	25,255	-399	$7,307,786	+12.2%	7.80%
NVDA	Nvidia Corp Technology	Added	22,091	+1,501	$4,420,188	+23.1%	4.72%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,092	-839	$3,749,748	+9.5%	4.00%
AMD	Advanced Micro Devices Inc Technology	Added	5,649	+245	$3,281,560	+198.5%	3.50%
XOM	ExxonMobil Holdings Corp Energy	Added	22,406	+443	$3,063,348	−17.8%	3.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,451	+604	$2,967,571	+20.3%	3.17%
MSFT	Microsoft Corp Technology	Added	7,627	+531	$2,845,023	+8.3%	3.04%
WMT	Walmart Inc. Consumer Defensive	Added	23,981	+1,572	$2,716,088	−2.5%	2.90%
MU	Micron Technology Inc Technology	Added	2,240	+407	$2,585,609	+317.5%	2.76%
OKE	Oneok Inc /New/ Energy	Reduced	19,195	-1,741	$1,668,813	−11.8%	1.78%
SPY	Spdr S&P 500 ETF Trust	Added	1,710	+702	$1,276,976	+94.8%	1.36%
CAT	Caterpillar Inc Industrials	Reduced	1,173	-3	$1,249,127	+49.9%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,749	+217	$1,156,229	+22.8%	1.23%
KR	Kroger Co Consumer Defensive	Reduced	19,579	-13	$1,087,221	−23.3%	1.16%
EVRG	Evergy, Inc. Utilities	Added	12,493	+506	$1,079,769	+10.0%	1.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,822	-1,689	$1,008,498	−22.2%	1.08%
META	Meta Platforms, Inc. Communication Services	Added	1,789	+46	$1,007,725	+1.1%	1.08%
DE	Deere & Co Industrials	Added	1,432	+8	$908,360	+13.2%	0.97%
JNJ	Johnson & Johnson Healthcare	Added	3,345	+144	$849,529	+8.6%	0.91%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,675	+179	$799,929	+58.2%	0.85%
MMM	3M Co Industrials	Added	4,909	+2	$794,816	+11.5%	0.85%
NUE	Nucor Corp Basic Materials	Added	3,498	+2	$779,179	+31.8%	0.83%
GEV	GE Vernova Inc. Industrials	Added	622	+33	$730,762	+42.1%	0.78%
PLTR	Palantir Technologies Inc. Technology	Added	6,168	+2,796	$719,620	+45.9%	0.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,192	+472	$717,507	+41.8%	0.77%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,331	+37	$702,620	+17.2%	0.75%
AVGO	Broadcom Inc. Technology	Added	1,817	+840	$686,371	+127.0%	0.73%
LLY	ELI LILLY & Co Healthcare	Added	571	+103	$684,874	+59.1%	0.73%
GLD	Spdr Gold Trust	Added	1,801	+12	$663,452	−13.8%	0.71%
PEP	Pepsico Inc Consumer Defensive	Added	4,842	+1,782	$655,606	+38.0%	0.70%
BA	Boeing Co Industrials	Added	2,748	+54	$594,859	+10.9%	0.63%
BE	Bloom Energy Corp Industrials	Added	1,822	+2	$551,519	+123.7%	0.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	588	+231	$550,056	+54.6%	0.59%
ABBV	AbbVie Inc. Healthcare	Added	1,930	+4	$485,665	+15.9%	0.52%
MRVL	Marvell Technology, Inc. Technology	NEW	1,624	NEW	$483,773	NEW	0.52%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,182	-95	$481,109	−10.6%	0.51%
MRK	Merck & Co., Inc. Healthcare	Added	3,627	+12	$466,069	+7.2%	0.50%
ALAB	Astera Labs, Inc. Technology	NEW	934	NEW	$451,140	NEW	0.48%
PANW	Palo Alto Networks Inc Technology	Reduced	1,298	-62	$442,643	+103.0%	0.47%
CVX	Chevron Corp Energy	Added	2,637	+12	$437,109	−19.5%	0.47%
LMT	Lockheed Martin Corp Industrials	Added	783	+164	$398,907	+6.6%	0.43%
KO	Coca Cola Co Consumer Defensive	Reduced	4,888	-73	$397,247	+5.3%	0.42%
PWR	Quanta Services, Inc. Industrials	NEW	548	NEW	$394,581	NEW	0.42%
BITB	Bitwise Bitcoin ETF	Added	11,588	+404	$369,193	−10.3%	0.39%
STX	Seagate Technology Holdings plc Technology	NEW	380	NEW	$366,700	NEW	0.39%
WMB	Williams Companies, Inc. Energy	Added	4,893	+1,015	$363,745	+28.9%	0.39%
ECL	Ecolab Inc. Basic Materials	Added	1,285	+1	$358,013	+4.8%	0.38%
URI	United Rentals, Inc. Industrials	Held	309	0	$350,063	+55.5%	0.37%
FSK	FS KKR Capital Corp Financial Services	Reduced	32,172	-17,842	$337,806	−33.7%	0.36%

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.