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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 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MMM 3M CO Industrials 4,909.0 $795K 0.15% $161.90 +10.6%
62 NUE NUCOR CORP Basic Materials 3,498.0 $779K 0.15% $222.74 +9.8%
63 BUFR FIRST TR EXCHNG TRADED FD VI 20,215.0 $738K 0.14% -2K -8.8% $36.53 +2.0%
64 GEV GE VERNOVA INC Utilities 622.0 $731K 0.14% +33.0 +5.6% $1175.56 -19.9%
65 DLN WISDOMTREE TR 7,481.0 $721K 0.14% $96.32 +4.8%
66 PLTR PALANTIR TECHNOLOGIES INC Technology 6,168.0 $720K 0.14% +3K +82.9% $116.67 +50.7%
67 JPM JPMORGAN CHASE & CO Financial Services 2,192.0 $717K 0.14% +472.0 +27.4% $327.27 +8.9%
68 BAC BANK OF AMER CORP Financial Services 12,331.0 $703K 0.13% $56.98 +9.4%
69 AVGO BROADCOM INC Technology 1,817.0 $686K 0.13% +840.0 +86.0% $377.76 -5.0%
70 LLY ELI LILLY & CO Healthcare 571.0 $685K 0.13% +103.0 +22.0% $1200.31 +3.9%
71 XLK SELECT SECTOR SPDR TR 3,588.0 $684K 0.13% +215.0 +6.4% $190.54 -5.5%
72 GLD SPDR GOLD TR Financial Services 1,801.0 $663K 0.12% +12.0 +0.7% $368.38 +15.8%
73 AVLV AMERICAN CENTY ETF TR 7,261.0 $662K 0.12% +3K +65.1% $91.21 +3.9%
74 PEP PEPSICO INC Consumer Defensive 4,842.0 $656K 0.12% +2K +58.2% $135.39 +6.9%
75 FIRST TR EXCHANGE TRADED FD 27,180.0 $648K 0.12% +3K +10.7% $23.85
76 VB VANGUARD INDEX FDS 2,050.0 $621K 0.12% +93.0 +4.8% $303.08 -0.1%
77 BA BOEING CO Industrials 2,748.0 $595K 0.11% +54.0 +2.0% $216.47 -2.8%
78 FTXN FIRST TR EXCHANGE TRADED FD 16,524.0 $552K 0.10% +344.0 +2.1% $33.43 +19.4%
79 BE BLOOM ENERGY CORP Industrials 1,822.0 $552K 0.10% $302.70 -32.6%
80 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 588.0 $550K 0.10% +231.0 +64.7% $935.86 +3.8%
Page 4 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%