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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 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 2,240.0 $2.6M 0.49% +407.0 +22.2% $1154.19 -16.2%
22 SCHZ SCHWAB STRATEGIC TR 90,885.0 $2.1M 0.40% +5K +6.1% $23.13 -1.6%
23 XLV SELECT SECTOR SPDR TR 9,208.0 $1.5M 0.28% +58.0 +0.6% $158.65 +10.1%
24 VEA VANGUARD TAX-MANAGED FDS 20,208.0 $1.4M 0.27% +5K +33.4% $71.25 +3.0%
25 GOOG ALPHABET INC 3,772.0 $1.3M 0.25% +1K +61.7% $353.35
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,710.0 $1.3M 0.24% +702.0 +69.6% $746.62 +2.6%
27 CGDV CAPITAL GROUP DIVIDEND VALUE 24,223.0 $1.2M 0.23% +1K +5.6% $49.28 +1.9%
28 TSLA TESLA INC Consumer Cyclical 2,749.0 $1.2M 0.22% +217.0 +8.6% $420.60 -13.7%
29 VTI VANGUARD INDEX FDS 3,071.0 $1.1M 0.21% +776.0 +33.8% $370.09 +2.2%
30 BUFZ FIRST TR EXCHNG TRADED FD VI 40,365.0 $1.1M 0.21% +9K +30.5% $27.93 +1.6%
31 EVRG EVERGY INC Utilities 12,493.0 $1.1M 0.20% +506.0 +4.2% $86.43 -6.4%
32 GOOGL ALPHABET INC Communication Services 2,822.0 $1.0M 0.19% +644.0 +29.6% $357.33 -3.5%
33 META META PLATFORMS INC Communication Services 1,789.0 $1.0M 0.19% +46.0 +2.6% $563.31 -2.4%
34 VO VANGUARD INDEX FDS 12,249.0 $987K 0.19% +9K +301.1% $80.57 +3.0%
35 MISL FIRST TR EXCHANGE-TRADED FD 21,345.0 $977K 0.18% +576.0 +2.8% $45.77 -0.5%
36 SPSM SPDR SERIES TRUST 16,336.0 $942K 0.18% +266.0 +1.7% $57.67 -0.7%
37 DE DEERE & CO Industrials 1,432.0 $909K 0.17% +8.0 +0.6% $634.52 +2.0%
38 JNJ JOHNSON & JOHNSON Healthcare 3,345.0 $850K 0.16% +144.0 +4.5% $253.99 +6.4%
39 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,675.0 $800K 0.15% +179.0 +12.0% $477.57 -12.3%
40 GEV GE VERNOVA INC Utilities 622.0 $731K 0.14% +33.0 +5.6% $1175.56 -18.6%
Page 2 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%