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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 5 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BOXX EA SERIES TRUST 4,515.0 $529K 0.10% NEW $117.09 +0.7%
82 CGGO CAPITAL GROUP GBL GROWTH EQT 12,251.0 $519K 0.10% $42.33 -4.5%
83 CGIC CAPITAL GROUP INTERNATIONAL 14,165.0 $515K 0.10% +5K +48.1% $36.39 +1.6%
84 ABBV ABBVIE INC Healthcare 1,930.0 $486K 0.09% $251.63 +5.2%
85 MRVL MARVELL TECHNOLOGY INC Technology 1,624.0 $484K 0.09% NEW $297.92 -22.5%
86 LOW LOWES COS INC Consumer Cyclical 2,182.0 $481K 0.09% -95.0 -4.2% $220.52 -1.6%
87 VBR VANGUARD INDEX FDS 1,955.0 $475K 0.09% $242.99 +2.2%
88 MRK MERCK & CO INC Healthcare 3,627.0 $466K 0.09% $128.51 +17.2%
89 RSP INVESCO EXCHANGE TRADED FD T 2,178.0 $463K 0.09% +1K +92.4% $212.79 +4.2%
90 SMMV ISHARES TR 9,942.0 $458K 0.09% $46.04 +3.6%
91 SPACE EXPLORATION TECHN CORP 2,651.0 $453K 0.09% NEW $170.89
92 ALAB ASTERA LABS INC Technology 934.0 $451K 0.09% NEW $483.02 -42.5%
93 PANW PALO ALTO NETWORKS INC Technology 1,298.0 $443K 0.08% -62.0 -4.6% $341.02 +3.1%
94 JPME J P MORGAN EXCHANGE TRADED F 3,536.0 $439K 0.08% $124.22 +2.7%
95 CVX CHEVRON CORPORATION Energy 2,637.0 $437K 0.08% $165.78 +22.7%
96 SDY SPDR SERIES TRUST 2,814.0 $428K 0.08% $152.18 +4.5%
97 SCHB SCHWAB STRATEGIC TR 14,690.0 $425K 0.08% $28.96 +2.0%
98 VGT VANGUARD WORLD FD 3,490.0 $417K 0.08% +3K +680.8% $119.52 -2.3%
99 QUAL ISHARES TR 1,877.0 $412K 0.08% $219.41 +2.0%
100 BUFD FIRST TR EXCHNG TRADED FD VI 13,748.0 $409K 0.08% -4K -20.8% $29.72 +1.7%
Page 5 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%