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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 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 783.0 $399K 0.07% +164.0 +26.5% $509.26 +10.8%
102 KO COCA COLA CO Consumer Defensive 4,888.0 $397K 0.07% -73.0 -1.5% $81.27 +13.2%
103 PWR QUANTA SVCS INC Industrials 548.0 $395K 0.07% NEW $720.46 -14.4%
104 BITB BITWISE BITCOIN ETF TR Financial Services 11,588.0 $369K 0.07% +404.0 +3.6% $31.86 +34.1%
105 SCHG SCHWAB STRATEGIC TR 10,873.0 $368K 0.07% $33.84 +3.9%
106 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 380.0 $367K 0.07% NEW $965.00 -17.7%
107 WMB WILLIAMS COS INC Energy 4,893.0 $364K 0.07% +1K +26.2% $74.34 -4.5%
108 ECL ECOLAB INC Basic Materials 1,285.0 $358K 0.07% $278.61 +3.0%
109 IVV ISHARES TR 475.0 $356K 0.07% -23.0 -4.6% $748.92 +2.4%
110 URI UNITED RENTALS INC Industrials 309.0 $350K 0.07% $1132.03 -4.3%
111 FSK FS KKR CAP CORP Financial Services 32,172.0 $338K 0.06% -18K -35.7% $10.50 +14.8%
112 JEPI J P MORGAN EXCHANGE TRADED F 5,907.0 $334K 0.06% +630.0 +11.9% $56.48 +2.9%
113 V VISA INC Financial Services 962.0 $330K 0.06% NEW $343.05 +11.5%
114 SPHQ INVESCO EXCHANGE TRADED FD T 3,632.0 $327K 0.06% $90.10 -4.7%
115 FPX FIRST TR EXCHANGE-TRADED FD 1,572.0 $324K 0.06% NEW $206.18 -12.4%
116 GRID FIRST TR EXCHANGE-TRADED FD 1,683.0 $323K 0.06% +168.0 +11.1% $191.79 -7.1%
117 IEFA ISHARES TR 3,341.0 $323K 0.06% -107.0 -3.1% $96.58 +4.2%
118 CGMU CAPITAL GRP FIXED INCM ETF T 11,693.0 $321K 0.06% -4K -23.4% $27.47 -1.4%
119 QEW INVESCO EXCH TRADED FD TR II 10,540.0 $319K 0.06% NEW $30.29 -0.1%
120 WFC WELLS FARGO & CO Financial Services 3,775.0 $312K 0.06% +56.0 +1.5% $82.64 +2.5%
Page 6 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%