Adamsbrown Wealth Consultants Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$378.3M
Q ending 2026-03-31
Prior quarter
$359.2M
Q ending 2025-12-31
Change
+5.3% QoQ · +18.8% YoY
Positions
138
reported holdings
Largest positions
Top 100 of 138 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Capital Group Growth Etf | CGGR | Shares | $43.3M | 1.1M |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $32.6M | 595K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $32.1M | 135K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $24.3M | 51K |
| Fidelity Covington Trust | FMDE | Shares | $21.6M | 601K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $17.2M | 672K |
| Vaneck Etf Trust | PPH | Shares | $15.5M | 149K |
| Schwab Strategic Tr | SCHD | Shares | $13.2M | 429K |
| Etfis Ser Tr I | UTES | Shares | $12.7M | 159K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $12.6M | 252K |
| Ea Series Trust | FRDM | Shares | $12.5M | 229K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $8.7M | 391K |
| First Tr Exch Traded Fd Iii | FPEI | Shares | $8.6M | 455K |
| American Centy Etf Tr | AVDS | Shares | $8.6M | 120K |
| Apple Inc | AAPL | Shares | $6.5M | 26K |
| Ishares Tr | HEFA | Shares | $6.0M | 141K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $5.0M | 48K |
| Schwab Strategic Tr | SCHE | Shares | $4.9M | 148K |
| Wisdomtree Tr | IHDG | Shares | $4.3M | 90K |
| Exxon Mobil Corp | XOM | Shares | $3.7M | 22K |
| Nvidia Corporation | NVDA | Shares | $3.6M | 21K |
| Invesco Qqq Tr | QQQ | Shares | $3.4M | 6K |
| J P Morgan Exchange Traded F | JPIB | Shares | $3.2M | 68K |
| Walmart Inc | WMT | Shares | $2.8M | 22K |
| J P Morgan Exchange Traded F | JPST | Shares | $2.7M | 53K |
| Microsoft Corp | MSFT | Shares | $2.6M | 7K |
| Vanguard Index Fds | VOO | Shares | $2.6M | 4K |
| Amazon Com Inc | AMZN | Shares | $2.5M | 12K |
| Pimco Etf Tr | HYS | Shares | $2.4M | 26K |
| Invesco Actively Managed Exc | VRIG | Shares | $2.1M | 84K |
| Schwab Strategic Tr | SCHZ | Shares | $2.0M | 86K |
| Oneok Inc New | OKE | Shares | $1.9M | 21K |
| Ishares Tr | IQLT | Shares | $1.6M | 34K |
| J P Morgan Exchange Traded F | JMST | Shares | $1.5M | 30K |
| Kroger Co | KR | Shares | $1.4M | 20K |
| Select Sector Spdr Tr | XLV | Shares | $1.3M | 9K |
| Ishares Silver Tr | SLV | Shares | $1.3M | 19K |
| Advanced Micro Devices Inc | AMD | Shares | $1.1M | 5K |
| Schwab Strategic Tr | SCHM | Shares | $1.1M | 35K |
| Meta Platforms Inc | META | Shares | $997K | 2K |
| Evergy Inc | EVRG | Shares | $982K | 12K |
| Capital Group Dividend Value | CGDV | Shares | $976K | 23K |
| Vanguard Tax-Managed Fds | VEA | Shares | $971K | 15K |
| Tesla Inc | TSLA | Shares | $941K | 3K |
| First Tr Exchange-Traded Fd | MISL | Shares | $929K | 21K |
| Vanguard Index Fds | VO | Shares | $877K | 3K |
| Caterpillar Inc | CAT | Shares | $833K | 1K |
| First Tr Exchng Traded Fd Vi | BUFZ | Shares | $813K | 31K |
| Deere & Co | DE | Shares | $802K | 1K |
| Johnson & Johnson | JNJ | Shares | $783K | 3K |
| Spdr Series Trust | SPSM | Shares | $777K | 16K |
| Spdr Gold Tr | GLD | Shares | $770K | 2K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $749K | 22K |
| Vanguard Index Fds | VTI | Shares | $736K | 2K |
| 3M Co | MMM | Shares | $713K | 5K |
| Alphabet Inc | GOOG | Shares | $669K | 2K |
| Wisdomtree Tr | DLN | Shares | $667K | 7K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $655K | 1K |
| Alphabet Inc | GOOGL | Shares | $626K | 2K |
| First Tr Exchange Traded Fd | FTXN | Shares | $625K | 16K |
| Micron Technology Inc | MU | Shares | $619K | 2K |
| Bank America Corp | BAC | Shares | $599K | 12K |
| Nucor Corp | NUE | Shares | $591K | 3K |
| First Tr Exchange Traded Fd | FTHI | Shares | $563K | 25K |
| Netflix Inc. | NFLX | Shares | $553K | 6K |
| Chevron Corporation | CVX | Shares | $543K | 3K |
| Lowes Cos Inc | LOW | Shares | $538K | 2K |
| Boeing Co | BA | Shares | $536K | 3K |
| Ge Vernova Inc | GEV | Shares | $514K | 589 |
| Vanguard Index Fds | VB | Shares | $512K | 2K |
| Fs Kkr Cap Corp | FSK | Shares | $509K | 50K |
| Jpmorgan Chase & Co | JPM | Shares | $506K | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $506K | 1K |
| Palantir Technologies Inc | PLTR | Shares | $493K | 3K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $486K | 17K |
| Pepsico Inc | PEP | Shares | $475K | 3K |
| Select Sector Spdr Tr | XLK | Shares | $448K | 3K |
| Merck & Co Inc | MRK | Shares | $435K | 4K |
| Ishares Tr | SMMV | Shares | $432K | 10K |
| Eli Lilly & Co | LLY | Shares | $430K | 468 |
| Vanguard Index Fds | VBR | Shares | $425K | 2K |
| Abbvie Inc | ABBV | Shares | $419K | 2K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $414K | 15K |
| Bitwise Bitcoin Etf Tr | BITB | Shares | $412K | 11K |
| Spdr Series Trust | SDY | Shares | $409K | 3K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $409K | 12K |
| J P Morgan Exchange Traded F | JPME | Shares | $404K | 4K |
| Coca Cola Co | KO | Shares | $377K | 5K |
| Lockheed Martin Corp | LMT | Shares | $374K | 619 |
| Schwab Strategic Tr | SCHB | Shares | $369K | 15K |
| Ishares Tr | QUAL | Shares | $361K | 2K |
| Costco Wholesale Corporation | COST | Shares | $356K | 357 |
| American Centy Etf Tr | AVLV | Shares | $355K | 4K |
| Devon Energy Corp New | DVN | Shares | $342K | 7K |
| Ecolab Inc | ECL | Shares | $342K | 1K |
| Ishares Tr | IVV | Shares | $326K | 498 |
| Capital Group International | CGIC | Shares | $317K | 10K |
| Schwab Strategic Tr | SCHG | Shares | $316K | 11K |
| Ishares Tr | IEFA | Shares | $312K | 3K |
| Vanguard World Fd | VGT | Shares | $312K | 447 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.