Adamsbrown Wealth Consultants
$530M 13F equity value
177 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Adamsbrown Wealth Consultants covers the quarter ended June 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 |
|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 1,113,600 | $53M | 9.9% |
| QQQM | INVESCO EXCH TRADED FD TR II | 137,829 | $42M | 7.9% |
| IDMO | INVESCO EXCH TRADED FD TR II | 624,654 | $38M | 7.1% |
| SPYM | SPDR SERIES TRUST | 390,890 | $34M | 6.5% |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | 1,010,498 | $31M | 5.8% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 53,317 | $27M | 5.0% |
| FMDE | FIDELITY COVINGTON TRUST | 625,634 | $25M | 4.8% |
| PVAL | PUTNAM ETF TRUST | 424,275 | $22M | 4.1% |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 686,102 | $20M | 3.8% |
| FRDM | EA SERIES TRUST | 242,154 | $18M | 3.3% |
Track Adamsbrown Wealth Consultants's 13F portfolio: $530M in reported holdings, 177 positions. Top holdings and quarterly changes on SentiSense.
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