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
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025125 pos · $359.2M
- 13F HOLDINGS REPORTQ/E Sep 2025115 pos · $363.0M
- 13F HOLDINGS REPORTQ/E Jun 2025108 pos · $344.8M
- 13F HOLDINGS REPORTQ/E Mar 2025101 pos · $318.4M
- 13F HOLDINGS REPORTQ/E Dec 202497 pos · $293.4M
- 13F HOLDINGS REPORTQ/E Sep 202493 pos · $288.2M
- 13F HOLDINGS REPORTQ/E Jun 202484 pos · $256.9M
- 13F HOLDINGS REPORTQ/E Mar 202482 pos · $247.1M
- 13F HOLDINGS REPORTQ/E Dec 202382 pos · $203.0M
- 13F HOLDINGS REPORTQ/E Sep 202378 pos · $189.3M
- 13F HOLDINGS REPORTQ/E Jun 202376 pos · $173.5M
- 13F HOLDINGS REPORTQ/E Mar 202376 pos · $164.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF | 14020G101 | 1,039,294 | $46.2M | 13.94% |
| 2 | INVESCO EXCH TRADED FD TR II | IVZ | 130,913 | $33.1M | 9.99% |
| 3 | INVESCO EXCH TRADED FD TR II | IVZ | 548,779 | $30.5M | 9.20% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 48,040 | $24.1M | 7.29% |
| 5 | FIDELITY COVINGTON TRUST | 31609A503 | 559,672 | $20.4M | 6.14% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 33738D879 | 645,816 | $16.9M | 5.11% |
| 7 | VANECK ETF TRUST | 92189F692 | 143,045 | $14.8M | 4.45% |
| 8 | SCHWAB STRATEGIC TR | 808524706 | 428,583 | $14.0M | 4.23% |
| 9 | SCHWAB STRATEGIC TR | 808524797 | 452,880 | $12.4M | 3.75% |
| 10 | ETFIS SER TR I | 26923G806 | 146,550 | $11.6M | 3.49% |
| 11 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 223,431 | $11.2M | 3.37% |
| 12 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 428,572 | $9.7M | 2.93% |
| 13 | FIRST TR EXCH TRADED FD III | 33739P855 | 445,203 | $8.6M | 2.60% |
| 14 | APPLE INC | AAPL | 26,256 | $7.1M | 2.15% |
| 15 | ISHARES TR | 46434V803 | 148,161 | $6.1M | 1.85% |
| 16 | INVESCO EXCHANGE TRADED FD T | IVZ | 50,833 | $5.2M | 1.57% |
| 17 | WISDOMTREE TR | WT | 96,638 | $4.7M | 1.42% |
| 18 | NVIDIA CORPORATION | NVDA | 20,364 | $3.8M | 1.15% |
| 19 | INVESCO QQQ TR | IVZ | 6,181 | $3.8M | 1.15% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 71,189 | $3.5M | 1.05% |