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Portfolio (Quarterly) Guide ↗

ADAMSBROWN WEALTH CONSULTANTS LLC

· CIK 0001911244
13F Portfolio $378M AUM 138 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 66 Added 31 Reduced 6 Exited
Page 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 QXO QXO INC Industrials 11,657.0 $226K 0.06% +1K +9.7% $19.42 -11.8%
122 URI UNITED RENTALS INC Industrials 309.0 $225K 0.06% $727.43 +35.4%
123 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 804.0 $221K 0.06% NEW $275.30 +0.1%
124 TRV TRAVELERS COMPANIES INC Financial Services 758.0 $221K 0.06% NEW $291.50 +3.6%
125 OXY OCCIDENTAL PETE CORP Energy 3,378.0 $220K 0.06% NEW $64.99 -11.5%
126 SCHK SCHWAB STRATEGIC TR 7,006.0 $220K 0.06% $31.33 +15.1%
127 PANW PALO ALTO NETWORKS INC Technology 1,360.0 $218K 0.06% NEW $160.32 +56.0%
128 RSP INVESCO EXCHANGE TRADED FD T 1,132.0 $217K 0.06% NEW $191.99 +8.2%
129 IBM INTERNATIONAL BUSINESS MACHS Technology 895.0 $217K 0.06% +77.0 +9.4% $242.26 +5.4%
130 ONB OLD NATL BANCORP IND Financial Services 9,676.0 $214K 0.06% -924.0 -8.7% $22.10 +9.5%
131 KORP AMERICAN CENTY ETF TR 4,537.0 $211K 0.06% NEW $46.61 +0.2%
132 CGXU CAPITAL GROUP INTL FOCUS EQT 7,021.0 $207K 0.06% $29.49 +16.6%
133 PSX PHILLIPS 66 Energy 1,131.0 $206K 0.05% NEW $182.24 -3.7%
134 HON HONEYWELL INTL INC Industrials 885.0 $200K 0.05% NEW $226.09 +2.7%
135 ELA ENVELA CORP Consumer Cyclical 10,000.0 $167K 0.04% $16.66 +61.0%
136 NUAI NEW ERA ENERGY & DIGITAL INC Energy 20,000.0 $81K 0.02% $4.06 +5.4%
137 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 12,680.0 $65K 0.02% +224.0 +1.8% $5.10 -0.9%
138 RXRX RECURSION PHARMACEUTICALS IN Healthcare 10,510.0 $32K 0.01% NEW $3.07 +3.7%
Page 7 of 7  ·  138 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 29.7%
Financial Services 16.7%
Energy 13.7%
Consumer Defensive 10.3%
Consumer Cyclical 7.9%
Industrials 7.5%
Communication Services 5.6%
Healthcare 3.8%
Utilities 3.1%
Basic Materials 1.7%