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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001911244

ADAMSBROWN WEALTH CONSULTANTS LLC

GREAT BEND, KS · File #028-22279

Latest AUM
$359.2M
Positions
125
Top-10 Concentration
67.6%
Filings
12

Sector Allocation

Financials
22.3%$80.2M
Technology
4.5%$16.3M
Energy
1.2%$4.3M
Industrials
0.8%$3.0M
Healthcare
0.5%$1.9M
Utilities
0.4%$1.4M
Materials
0.3%$1.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1CAPITAL GROUP GROWTH ETF14020G1011,039,294$46.2M13.94%
2INVESCO EXCH TRADED FD TR IIIVZ130,913$33.1M9.99%
3INVESCO EXCH TRADED FD TR IIIVZ548,779$30.5M9.20%
4BERKSHIRE HATHAWAY INC DELBRK-A48,040$24.1M7.29%
5FIDELITY COVINGTON TRUST31609A503559,672$20.4M6.14%
6FIRST TR EXCHANGE-TRADED FD33738D879645,816$16.9M5.11%
7VANECK ETF TRUST92189F692143,045$14.8M4.45%
8SCHWAB STRATEGIC TR808524706428,583$14.0M4.23%
9SCHWAB STRATEGIC TR808524797452,880$12.4M3.75%
10ETFIS SER TR I26923G806146,550$11.6M3.49%
11FIRST TR EXCHANGE-TRADED FD33739Q200223,431$11.2M3.37%
12CAPITAL GRP FIXED INCM ETF T14020Y102428,572$9.7M2.93%
13FIRST TR EXCH TRADED FD III33739P855445,203$8.6M2.60%
14APPLE INCAAPL26,256$7.1M2.15%
15ISHARES TR46434V803148,161$6.1M1.85%
16INVESCO EXCHANGE TRADED FD TIVZ50,833$5.2M1.57%
17WISDOMTREE TRWT96,638$4.7M1.42%
18NVIDIA CORPORATIONNVDA20,364$3.8M1.15%
19INVESCO QQQ TRIVZ6,181$3.8M1.15%
20J P MORGAN EXCHANGE TRADED F46641Q85271,189$3.5M1.05%