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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 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 390,890.0 $34.4M 6.48% NEW $87.88 +2.6%
2 MFS ACTIVE EXCHANGE TRADED F 1,010,498.0 $30.6M 5.78% NEW $30.32
3 PVAL PUTNAM ETF TRUST 424,275.0 $21.6M 4.08% NEW $50.95 +6.5%
4 ACYN FIRST TR EXCHANGE-TRADED FD 41,425.0 $861K 0.16% NEW $20.79 -0.2%
5 BOXX EA SERIES TRUST 4,515.0 $529K 0.10% NEW $117.09 +0.7%
6 MRVL MARVELL TECHNOLOGY INC Technology 1,624.0 $484K 0.09% NEW $297.92 -20.4%
7 SPACE EXPLORATION TECHN CORP 2,651.0 $453K 0.09% NEW $170.89
8 ALAB ASTERA LABS INC Technology 934.0 $451K 0.09% NEW $483.02 -41.0%
9 PWR QUANTA SVCS INC Industrials 548.0 $395K 0.07% NEW $720.46 -11.3%
10 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 380.0 $367K 0.07% NEW $965.00 -11.9%
11 V VISA INC Financial Services 962.0 $330K 0.06% NEW $343.05 +8.2%
12 FPX FIRST TR EXCHANGE-TRADED FD 1,572.0 $324K 0.06% NEW $206.18 -10.8%
13 QEW INVESCO EXCH TRADED FD TR II 10,540.0 $319K 0.06% NEW $30.29 +0.5%
14 MINT PIMCO ETF TR 2,944.0 $297K 0.06% NEW $100.81 -0.1%
15 VLUE ISHARES TR 1,405.0 $281K 0.05% NEW $199.81 +1.4%
16 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,019.0 $277K 0.05% NEW $271.95 -15.2%
17 IJH ISHARES TR 3,492.0 $269K 0.05% NEW $77.11 -0.4%
18 IJR ISHARES TR 1,768.0 $262K 0.05% NEW $148.32 -0.7%
19 MA MASTERCARD INCORPORATED Financial Services 505.0 $259K 0.05% NEW $513.60 +13.1%
20 XLSR SSGA ACTIVE TR 3,864.0 $251K 0.05% NEW $64.86 +2.0%
Page 1 of 2  ·  39 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%