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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLF SELECT SECTOR SPDR TR 5,654.0 $303K 0.06% +474.0 +9.2% $53.61 +8.6%
122 MINT PIMCO ETF TR 2,944.0 $297K 0.06% NEW $100.81 -0.1%
123 SLV ISHARES SILVER TR Financial Services 5,496.0 $294K 0.06% -13K -71.0% $53.47 +16.3%
124 GFEB FIRST TR EXCHNG TRADED FD VI 6,606.0 $291K 0.06% -66.0 -1.0% $44.03 +1.6%
125 ELA ENVELA CORP Consumer Cyclical 10,000.0 $289K 0.05% $28.88 -51.0%
126 CPRY CALAMOS ETF TR 10,235.0 $286K 0.05% $27.98 +0.8%
127 NFLX NETFLIX INC. Communication Services 3,997.0 $285K 0.05% -2K -30.5% $71.40 +12.1%
128 VLUE ISHARES TR 1,405.0 $281K 0.05% NEW $199.81 +0.2%
129 DVN DEVON ENERGY CORP NEW Energy 6,792.0 $281K 0.05% $41.32 +16.7%
130 CALAMOS ETF TR 10,500.0 $280K 0.05% $26.70
131 PG PROCTER & GAMBLE CO Consumer Defensive 1,903.0 $279K 0.05% +82.0 +4.5% $146.67 -0.1%
132 INNOVATOR ETFS TRUST 10,665.0 $277K 0.05% $25.98
133 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,019.0 $277K 0.05% NEW $271.95 -18.1%
134 CPSR CALAMOS ETF TR 10,665.0 $276K 0.05% $25.84 +0.9%
135 IJH ISHARES TR 3,492.0 $269K 0.05% NEW $77.11 -1.2%
136 IJR ISHARES TR 1,768.0 $262K 0.05% NEW $148.32 -1.0%
137 MA MASTERCARD INCORPORATED Financial Services 505.0 $259K 0.05% NEW $513.60 +16.8%
138 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,042.0 $257K 0.05% +569.0 +12.7% $51.05 +34.3%
139 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 805.0 $255K 0.05% $317.33 -7.7%
140 TRV TRAVELERS COMPANIES INC Financial Services 760.0 $251K 0.05% $329.99 +12.3%
Page 7 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%