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Portfolio (Quarterly) Guide ↗

ADAMSBROWN WEALTH CONSULTANTS LLC

· CIK 0001911244
13F Portfolio $530M AUM 173 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 70 Added 29 Reduced 4 Exited
Page 1 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGGR CAPITAL GROUP GROWTH ETF 1,113,600.0 $52.6M 9.91% +36K +3.3% $47.20 -0.4%
2 QQQM INVESCO EXCH TRADED FD TR II 137,829.0 $41.8M 7.88% +3K +1.9% $302.97 -3.0%
3 IDMO INVESCO EXCH TRADED FD TR II 624,654.0 $37.7M 7.10% +30K +5.0% $60.29 +4.3%
4 BERKSHIRE HATHAWAY INC DEL 53,317.0 $26.7M 5.03% +3K +5.0% $500.39
5 FMDE FIDELITY COVINGTON TRUST 625,634.0 $25.4M 4.79% +24K +4.0% $40.58 +4.5%
6 RDVI FIRST TR EXCHANGE-TRADED FD 686,102.0 $20.2M 3.81% +14K +2.1% $29.40 -0.7%
7 FRDM EA SERIES TRUST 242,154.0 $17.7M 3.33% +14K +5.9% $72.90 -5.7%
8 PPH VANECK ETF TRUST 154,114.0 $16.9M 3.18% +5K +3.6% $109.35 +6.7%
9 UTES ETFIS SER TR I 165,841.0 $13.6M 2.56% +7K +4.4% $81.74 -9.4%
10 LMBS FIRST TR EXCHANGE-TRADED FD 258,802.0 $12.9M 2.43% +6K +2.5% $49.78 -0.5%
11 AVDS AMERICAN CENTY ETF TR 125,642.0 $9.5M 1.78% +6K +5.0% $75.26 +6.9%
12 HYS PIMCO ETF TR 47,925.0 $4.5M 0.84% +22K +83.0% $93.52 -0.7%
13 NVDA NVIDIA CORPORATION Technology 22,091.0 $4.4M 0.83% +2K +7.3% $200.09 +7.3%
14 AMD ADVANCED MICRO DEVICES INC Technology 5,649.0 $3.3M 0.62% +245.0 +4.5% $580.91 -18.5%
15 XOM EXXON MOBIL CORP Energy 22,406.0 $3.1M 0.58% +443.0 +2.0% $136.72 +20.8%
16 AMZN AMAZON COM INC Consumer Cyclical 12,451.0 $3.0M 0.56% +604.0 +5.1% $238.34 +8.5%
17 J P MORGAN EXCHANGE TRADED F 56,637.0 $2.9M 0.54% +4K +6.7% $50.57
18 MSFT MICROSOFT CORP Technology 7,627.0 $2.8M 0.54% +531.0 +7.5% $373.04 +29.5%
19 WMT WALMART INC Consumer Defensive 23,981.0 $2.7M 0.51% +2K +7.0% $113.26 -8.4%
20 VRIG INVESCO ACTIVELY MANAGED EXC 105,998.0 $2.7M 0.50% +22K +26.4% $25.07 +0.2%
Page 1 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.8%
Financial Services 14.9%
Energy 9.2%
Consumer Defensive 8.5%
Industrials 8.2%
Consumer Cyclical 8.0%
Healthcare 3.8%
Communication Services 3.8%
Utilities 3.2%
Basic Materials 1.7%