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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 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHE SCHWAB STRATEGIC TR 142,657.0 $5.2M 0.98% -5K -3.4% $36.26 +2.0%
22 IHDG WISDOMTREE TR 88,838.0 $4.7M 0.88% -1K -1.3% $52.38 +1.8%
23 HYS PIMCO ETF TR 47,925.0 $4.5M 0.84% +22K +83.0% $93.52 -0.7%
24 NVDA NVIDIA CORPORATION Technology 22,091.0 $4.4M 0.83% +2K +7.3% $200.09 +7.3%
25 QQQ INVESCO QQQ TR Financial Services 5,092.0 $3.7M 0.71% -839.0 -14.2% $736.38 -3.1%
26 AMD ADVANCED MICRO DEVICES INC Technology 5,649.0 $3.3M 0.62% +245.0 +4.5% $580.91 -18.5%
27 JPIB J P MORGAN EXCHANGE TRADED F 65,231.0 $3.2M 0.59% -2K -3.5% $48.35 -1.0%
28 XOM EXXON MOBIL CORP Energy 22,406.0 $3.1M 0.58% +443.0 +2.0% $136.72 +20.8%
29 AMZN AMAZON COM INC Consumer Cyclical 12,451.0 $3.0M 0.56% +604.0 +5.1% $238.34 +8.5%
30 VOO VANGUARD INDEX FDS 4,305.0 $3.0M 0.56% $686.75 +2.5%
31 J P MORGAN EXCHANGE TRADED F 56,637.0 $2.9M 0.54% +4K +6.7% $50.57
32 MSFT MICROSOFT CORP Technology 7,627.0 $2.8M 0.54% +531.0 +7.5% $373.04 +29.5%
33 WMT WALMART INC Consumer Defensive 23,981.0 $2.7M 0.51% +2K +7.0% $113.26 -8.4%
34 VRIG INVESCO ACTIVELY MANAGED EXC 105,998.0 $2.7M 0.50% +22K +26.4% $25.07 +0.2%
35 MU MICRON TECHNOLOGY INC Technology 2,240.0 $2.6M 0.49% +407.0 +22.2% $1154.19 -16.2%
36 SCHZ SCHWAB STRATEGIC TR 90,885.0 $2.1M 0.40% +5K +6.1% $23.13 -1.6%
37 OKE ONEOK INC NEW Energy 19,195.0 $1.7M 0.32% -2K -8.3% $86.94 +7.4%
38 ISHARES TR 33,590.0 $1.7M 0.31% $49.55
39 XLV SELECT SECTOR SPDR TR 9,208.0 $1.5M 0.28% +58.0 +0.6% $158.65 +10.1%
40 VEA VANGUARD TAX-MANAGED FDS 20,208.0 $1.4M 0.27% +5K +33.4% $71.25 +3.0%
Page 2 of 9  ·  173 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%