Adamsbrown Wealth Consultants
$548M 13F equity value
186 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Adamsbrown Wealth Consultants covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 139,258 | $42M | 7.7% |
| IDMO | INVESCO EXCH TRADED FD TR II | 650,572 | $40M | 7.2% |
| SPYM | SPDR SERIES TRUST | 401,844 | $36M | 6.6% |
| PWB | INVESCO EXCHANGE TRADED FD T | 210,728 | $34M | 6.2% |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | 1,063,447 | $32M | 5.9% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 55,403 | $28M | 5.0% |
| FMDE | FIDELITY COVINGTON TRUST | 641,618 | $26M | 4.7% |
| PVAL | PUTNAM ETF TRUST | 443,556 | $23M | 4.3% |
| CGGR | CAPITAL GROUP GROWTH ETF | 406,327 | $19M | 3.5% |
| FRDM | EA SERIES TRUST | 250,197 | $18M | 3.2% |
Track Adamsbrown Wealth Consultants's 13F portfolio: $548M in reported holdings, 186 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}