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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 6,168.0 $720K 0.14% +3K +82.9% $116.67 +54.2%
42 JPM JPMORGAN CHASE & CO Financial Services 2,192.0 $717K 0.14% +472.0 +27.4% $327.27 +7.4%
43 AVGO BROADCOM INC Technology 1,817.0 $686K 0.13% +840.0 +86.0% $377.76 -2.5%
44 LLY ELI LILLY & CO Healthcare 571.0 $685K 0.13% +103.0 +22.0% $1200.31 +4.5%
45 XLK SELECT SECTOR SPDR TR 3,588.0 $684K 0.13% +215.0 +6.4% $190.54 -3.8%
46 GLD SPDR GOLD TR Financial Services 1,801.0 $663K 0.12% +12.0 +0.7% $368.38 +14.9%
47 AVLV AMERICAN CENTY ETF TR 7,261.0 $662K 0.12% +3K +65.1% $91.21 +3.8%
48 PEP PEPSICO INC Consumer Defensive 4,842.0 $656K 0.12% +2K +58.2% $135.39 +6.0%
49 FIRST TR EXCHANGE TRADED FD 27,180.0 $648K 0.12% +3K +10.7% $23.85
50 VB VANGUARD INDEX FDS 2,050.0 $621K 0.12% +93.0 +4.8% $303.08 +0.6%
51 BA BOEING CO Industrials 2,748.0 $595K 0.11% +54.0 +2.0% $216.47 -1.0%
52 FTXN FIRST TR EXCHANGE TRADED FD 16,524.0 $552K 0.10% +344.0 +2.1% $33.43 +20.5%
53 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 588.0 $550K 0.10% +231.0 +64.7% $935.86 +1.3%
54 CGIC CAPITAL GROUP INTERNATIONAL 14,165.0 $515K 0.10% +5K +48.1% $36.39 +2.1%
55 RSP INVESCO EXCHANGE TRADED FD T 2,178.0 $463K 0.09% +1K +92.4% $212.79 +4.2%
56 VGT VANGUARD WORLD FD 3,490.0 $417K 0.08% +3K +680.8% $119.52 -0.9%
57 LMT LOCKHEED MARTIN CORP Industrials 783.0 $399K 0.07% +164.0 +26.5% $509.26 +10.7%
58 BITB BITWISE BITCOIN ETF TR Financial Services 11,588.0 $369K 0.07% +404.0 +3.6% $31.86 +31.3%
59 WMB WILLIAMS COS INC Energy 4,893.0 $364K 0.07% +1K +26.2% $74.34 -5.2%
60 JEPI J P MORGAN EXCHANGE TRADED F 5,907.0 $334K 0.06% +630.0 +11.9% $56.48 +2.6%
Page 3 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%