ADAMSBROWN WEALTH CONSULTANTS LLC

CIK

1911244

Location

WICHITA, KS

Portfolio Value

Micro $16,497,949

Diversification

Diversified

Filing Date

Global Rank

#5,802 / 8,232 ▲ 354

Top Industry

Insurance - Diversified 33.8%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+58.3%

SPY

+76.3%

Annualised alpha

-4.3%

Max drawdown

−16.1%

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

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

Top Position

30.9%

−1.2 pts

Top 5

52.7%

−3.1 pts

Top 10

66.9%

−2.7 pts

HHI

1,150

Diversified−101

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	33.9%	$26,747,228	8
Technology	20.9%	$16,497,949	12
Energy	9.5%	$7,461,829	8
Unclassified	8.6%	$6,817,400	6
Consumer Defensive	7.2%	$5,673,888	6
Industrials	5.9%	$4,670,501	10
Consumer Cyclical	5.5%	$4,334,498	5
Communication Services	3.1%	$2,408,874	4
Healthcare	2.7%	$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
XOM	Exxon Mobil Corp	+581	21,963	$3,726,242
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
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
PSX	Phillips 66	1,131	$206,045
HON	Honeywell International Inc	885	$200,036
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

12 positions · $16,497,949 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	25,654	-602	$6,510,728	−8.8%	39.46%
NVDA	Nvidia Corp Technology	Added	20,590	+226	$3,590,896	−5.5%	21.77%
MSFT	Microsoft Corp Technology	Added	7,096	+445	$2,626,726	−18.3%	15.92%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,404	-3	$1,099,335	−5.1%	6.66%
MU	Micron Technology Inc Technology	Added	1,833	+441	$619,260	+55.9%	3.75%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,496	+97	$505,573	+18.9%	3.06%
PLTR	Palantir Technologies Inc. Technology	Added	3,372	+1,956	$493,256	+96.0%	2.99%
AVGO	Broadcom Inc. Technology	Added	977	+17	$302,391	−9.0%	1.83%
ORCL	Oracle Corp Technology	Reduced	1,588	-456	$233,610	−41.4%	1.42%
PANW	Palo Alto Networks Inc Technology	NEW	1,360	NEW	$218,035	NEW	1.32%
IBM	International Business Machines Corp Technology	Added	895	+77	$216,939	−10.5%	1.31%
NUAI	New ERA Energy & Digital, Inc. Technology	Held	20,000	0	$81,200	+38.6%	0.49%