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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  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHD SCHWAB STRATEGIC TR 420,897.0 $13.3M 2.52% -8K -1.8% $31.71 +10.7%
2 CGCP CAPITAL GRP FIXED INCM ETF T 369,414.0 $8.2M 1.55% -21K -5.5% $22.29 -1.3%
3 AAPL APPLE INC Technology 25,255.0 $7.3M 1.38% -399.0 -1.6% $289.36 +6.9%
4 HEFA ISHARES TR 136,491.0 $6.4M 1.21% -4K -2.9% $46.93 +0.7%
5 FPEI FIRST TR EXCH TRADED FD III 278,397.0 $5.4M 1.01% -177K -38.8% $19.29 -1.3%
6 XMHQ INVESCO EXCHANGE TRADED FD T 46,918.0 $5.3M 1.00% -1K -2.4% $112.88 +5.7%
7 SCHE SCHWAB STRATEGIC TR 142,657.0 $5.2M 0.98% -5K -3.4% $36.26 +2.0%
8 IHDG WISDOMTREE TR 88,838.0 $4.7M 0.88% -1K -1.3% $52.38 +1.8%
9 QQQ INVESCO QQQ TR Financial Services 5,092.0 $3.7M 0.71% -839.0 -14.2% $736.38 -3.1%
10 JPIB J P MORGAN EXCHANGE TRADED F 65,231.0 $3.2M 0.59% -2K -3.5% $48.35 -1.0%
11 OKE ONEOK INC NEW Energy 19,195.0 $1.7M 0.32% -2K -8.3% $86.94 +7.4%
12 JMST J P MORGAN EXCHANGE TRADED F 18,739.0 $956K 0.18% -11K -37.9% $51.00 -0.2%
13 BUFR FIRST TR EXCHNG TRADED FD VI 20,215.0 $738K 0.14% -2K -8.8% $36.53 +2.1%
14 LOW LOWES COS INC Consumer Cyclical 2,182.0 $481K 0.09% -95.0 -4.2% $220.52 -2.0%
15 PANW PALO ALTO NETWORKS INC Technology 1,298.0 $443K 0.08% -62.0 -4.6% $341.02 +4.9%
16 BUFD FIRST TR EXCHNG TRADED FD VI 13,748.0 $409K 0.08% -4K -20.8% $29.72 +1.7%
17 KO COCA COLA CO Consumer Defensive 4,888.0 $397K 0.07% -73.0 -1.5% $81.27 +12.1%
18 IVV ISHARES TR 475.0 $356K 0.07% -23.0 -4.6% $748.92 +2.7%
19 FSK FS KKR CAP CORP Financial Services 32,172.0 $338K 0.06% -18K -35.7% $10.50 +13.4%
20 IEFA ISHARES TR 3,341.0 $323K 0.06% -107.0 -3.1% $96.58 +4.4%
Page 1 of 2  ·  29 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%