ADAMSBROWN WEALTH CONSULTANTS LLC

CIK

1911244

Location

WICHITA, KS

Portfolio Value

Micro $75,151,622

Diversification

Diversified

Filing Date

Global Rank

#6,223 / 8,603 ▲ 211 · as of Mar 2026

Top Industry

Insurance - Diversified 35.6%

3Y Alpha vs SPY

-3.9%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.3%

SPY

+76.5%

Annualised alpha

-3.8%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.4%

−0.8 pts

Top 5

54.1%

−3.7 pts

Top 10

67.0%

−3.2 pts

HHI

1,242

Diversified−86

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	35.6%	$26,747,228	8
Technology	22.0%	$16,497,949	12
Unclassified	9.1%	$6,817,400	6
Consumer Defensive	7.5%	$5,673,888	6
Industrials	6.2%	$4,680,256	10
Consumer Cyclical	5.8%	$4,334,498	5
Energy	5.0%	$3,735,587	7
Communication Services	3.2%	$2,408,874	4
Healthcare	2.8%	$2,098,902	5
Utilities	1.6%	$1,224,298	2
Basic Materials	1.2%	$932,742	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	+5,748	18,977	$1,293,092
BRK-B	Berkshire Hathaway Inc	+2,747	50,787	$24,337,130
PLTR	Palantir Technologies Inc.	+1,956	3,372	$493,256
OKE	Oneok Inc /New/	+1,795	20,936	$1,892,405
QXO	QXO, Inc.	+1,034	11,657	$226,378
FSK	FS KKR Capital Corp	+996	50,014	$509,142
AMZN	Amazon Com Inc	+939	11,847	$2,467,374
BAC	Bank Of America Corp /De/	+841	12,294	$599,332
NFLX	Netflix Inc	+621	5,748	$552,670
GOOGL	Alphabet Inc.	+470	2,178	$626,305
CVX	Chevron Corp	+467	2,625	$543,112
MSFT	Microsoft Corp	+445	7,096	$2,626,726
MU	Micron Technology Inc	+441	1,833	$619,260
TSLA	Tesla, Inc.	+377	2,532	$941,271
NVDA	Nvidia Corp	+226	20,590	$3,590,896
FSCO	FS Credit Opportunities Corp.	+224	12,680	$64,668
GLD	Spdr Gold Trust	+195	1,789	$769,788
PG	PROCTER & GAMBLE Co	+161	1,821	$263,025
BITB	Bitwise Bitcoin ETF	+153	11,184	$411,683
NUE	Nucor Corp	+148	3,496	$591,173
JNJ	Johnson & Johnson	+131	3,201	$782,452
MRK	Merck & Co., Inc.	+117	3,615	$434,848
ABBV	AbbVie Inc.	+117	1,926	$418,885
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+97	1,496	$505,573
IBM	International Business Machines Corp	+77	895	$216,939
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
EVRG	Evergy, Inc.	−6,743	11,987	$981,975
ONB	Old National Bancorp /In/	−924	9,676	$213,839
AAPL	Apple Inc.	−602	25,654	$6,510,728
ORCL	Oracle Corp	−456	1,588	$233,610
WMT	Walmart Inc.	−305	22,409	$2,784,990
QQQ	Invesco Qqq Trust, Series 1	−250	5,931	$3,423,254
SPY	Spdr S&P 500 ETF Trust	−234	1,008	$655,542
KO	Coca Cola Co	−124	4,961	$377,284
FBTC	Fidelity Wise Origin Bitcoin Fund	−116	4,473	$264,041
MMM	3M Co	−73	4,907	$712,643
BA	Boeing Co	−54	2,694	$536,186
WFC	Wells Fargo & Company/Mn	−37	3,719	$296,069
AMD	Advanced Micro Devices Inc	−3	5,404	$1,099,335
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
WMB	Williams Companies, Inc.	3,878	$282,240
COP	Conocophillips	1,895	$250,140
BE	Bloom Energy Corp	1,820	$246,591
NEE	Nextera Energy Inc	2,609	$242,323
VZ	Verizon Communications Inc	4,635	$232,677
RCL	Royal Caribbean Cruises Ltd	804	$221,244
TRV	Travelers Companies, Inc.	758	$221,093
OXY	Occidental Petroleum Corp /De/	3,378	$219,570
PANW	Palo Alto Networks Inc	1,360	$218,035
HON	Honeywell International Inc	885	$209,791
PSX	Phillips 66	1,131	$206,045
RXRX	Recursion Pharmaceuticals, Inc.	10,510	$32,265
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
V	Visa Inc.	620	$217,440
ET	Energy Transfer LP	12,030	$198,374
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 positions · $75,151,622 total · as of Mar 31, 2026

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

Showing 1–50 of 67 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	50,787	+2,747	$24,337,130	+0.8%	32.38%
AAPL	Apple Inc. Technology	Reduced	25,654	-602	$6,510,728	−8.8%	8.66%
NVDA	Nvidia Corp Technology	Added	20,590	+226	$3,590,896	−5.5%	4.78%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,931	-250	$3,423,254	−9.8%	4.56%
WMT	Walmart Inc. Consumer Defensive	Reduced	22,409	-305	$2,784,990	+10.1%	3.71%
MSFT	Microsoft Corp Technology	Added	7,096	+445	$2,626,726	−18.3%	3.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,847	+939	$2,467,374	−2.0%	3.28%
OKE	Oneok Inc /New/ Energy	Added	20,936	+1,795	$1,892,405	+34.5%	2.52%
KR	Kroger Co Consumer Defensive	Added	19,592	+65	$1,417,677	+16.2%	1.89%
SLV	iShares Silver Trust	Added	18,977	+5,748	$1,293,092	+51.7%	1.72%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,404	-3	$1,099,335	−5.1%	1.46%
META	Meta Platforms, Inc. Communication Services	Added	1,743	+45	$997,222	−11.0%	1.33%
EVRG	Evergy, Inc. Utilities	Reduced	11,987	-6,743	$981,975	−27.7%	1.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,532	+377	$941,271	−2.9%	1.25%
CAT	Caterpillar Inc Industrials	Added	1,176	+49	$833,148	+29.0%	1.11%
DE	Deere & Co Industrials	Added	1,424	+4	$802,139	+21.3%	1.07%
JNJ	Johnson & Johnson Healthcare	Added	3,201	+131	$782,452	+23.2%	1.04%
GLD	Spdr Gold Trust	Added	1,789	+195	$769,788	+21.9%	1.02%
MMM	3M Co Industrials	Reduced	4,907	-73	$712,643	−10.6%	0.95%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,008	-234	$655,542	−22.6%	0.87%
GOOGL	Alphabet Inc. Communication Services	Added	2,178	+470	$626,305	+17.2%	0.83%
MU	Micron Technology Inc Technology	Added	1,833	+441	$619,260	+55.9%	0.82%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,294	+841	$599,332	−4.9%	0.80%
NUE	Nucor Corp Basic Materials	Added	3,496	+148	$591,173	+8.3%	0.79%
NFLX	Netflix Inc Communication Services	Added	5,748	+621	$552,670	+15.0%	0.74%
CVX	Chevron Corp Energy	Added	2,625	+467	$543,112	+65.1%	0.72%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,277	+75	$538,009	+1.3%	0.72%
BA	Boeing Co Industrials	Reduced	2,694	-54	$536,186	−10.1%	0.71%
GEV	GE Vernova Inc. Industrials	Added	589	+3	$514,138	+34.2%	0.68%
FSK	FS KKR Capital Corp Financial Services	Added	50,014	+996	$509,142	−29.9%	0.68%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,720	+4	$505,955	−8.5%	0.67%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,496	+97	$505,573	+18.9%	0.67%
PLTR	Palantir Technologies Inc. Technology	Added	3,372	+1,956	$493,256	+96.0%	0.66%
PEP	Pepsico Inc Consumer Defensive	Added	3,060	+62	$475,187	+10.4%	0.63%
MRK	Merck & Co., Inc. Healthcare	Added	3,615	+117	$434,848	+18.1%	0.58%
LLY	ELI LILLY & Co Healthcare	Added	468	+35	$430,452	−7.5%	0.57%
ABBV	AbbVie Inc. Healthcare	Added	1,926	+117	$418,885	+1.3%	0.56%
BITB	Bitwise Bitcoin ETF	Added	11,184	+153	$411,683	−21.5%	0.55%
KO	Coca Cola Co Consumer Defensive	Reduced	4,961	-124	$377,284	+6.1%	0.50%
LMT	Lockheed Martin Corp Industrials	Added	619	+42	$374,117	+34.1%	0.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	357	+22	$355,725	+23.1%	0.47%
DVN	Devon Energy Corp/De Energy	Added	6,798	+33	$342,075	+38.0%	0.46%
ECL	Ecolab Inc. Basic Materials	Added	1,284	+75	$341,569	+7.6%	0.45%
AVGO	Broadcom Inc. Technology	Added	977	+17	$302,391	−9.0%	0.40%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	3,719	-37	$296,069	−15.4%	0.39%
WMB	Williams Companies, Inc. Energy	NEW	3,878	NEW	$282,240	NEW	0.38%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	4,473	-116	$264,041	−24.5%	0.35%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,821	+161	$263,025	+10.6%	0.35%
COP	Conocophillips Energy	NEW	1,895	NEW	$250,140	NEW	0.33%
BE	Bloom Energy Corp Industrials	NEW	1,820	NEW	$246,591	NEW	0.33%