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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QXO	QXO INC	Industrials	11,657	$226K	0.06%	SOLD
2	OXY	OCCIDENTAL PETE CORP	Energy	3,378	$220K	0.06%	SOLD
3	PSX	PHILLIPS 66	Energy	1,131	$206K	0.05%	SOLD
4	HON	HONEYWELL INTL INC	Industrials	885	$200K	0.05%	SOLD

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%