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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 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGMU CAPITAL GRP FIXED INCM ETF T 11,693.0 $321K 0.06% -4K -23.4% $27.47 -1.4%
22 SLV ISHARES SILVER TR Financial Services 5,496.0 $294K 0.06% -13K -71.0% $53.47 +17.3%
23 GFEB FIRST TR EXCHNG TRADED FD VI 6,606.0 $291K 0.06% -66.0 -1.0% $44.03 +1.6%
24 NFLX NETFLIX INC. Communication Services 3,997.0 $285K 0.05% -2K -30.5% $71.40 +11.5%
25 SCHK SCHWAB STRATEGIC TR 6,853.0 $247K 0.05% -153.0 -2.2% $36.06 +2.5%
26 CGXU CAPITAL GROUP INTL FOCUS EQT 6,951.0 $241K 0.04% -70.0 -1.0% $34.62 +1.5%
27 XLE SELECT SECTOR SPDR TR 4,496.0 $239K 0.04% -495.0 -9.9% $53.11 +19.8%
28 ONB OLD NATL BANCORP IND Financial Services 8,082.0 $209K 0.04% -2K -16.5% $25.90 -0.4%
29 ORCL ORACLE CORP Technology 1,392.0 $204K 0.04% -196.0 -12.3% $146.53 -0.0%
Page 2 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%