ADAMSBROWN WEALTH CONSULTANTS LLC

Est. AUM

$378.3M

13F long equity, this entity only

Positions

138

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$43.3M	1077772	11.45%	SOLE
2	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$32.6M	594609	8.62%	SOLE
3	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$32.1M	135246	8.49%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$24.3M	50787	6.43%	SOLE
5	FIDELITY COVINGTON TRUST	ENHANCED MID	$21.6M	601489	5.72%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$17.2M	671774	4.54%	SOLE
7	VANECK ETF TRUST	PHARMACEUTCL ETF	$15.5M	148811	4.09%	SOLE
8	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$13.2M	428752	3.48%	SOLE
9	ETFIS SER TR I	VIRTUS REAVES UT	$12.7M	158906	3.36%	SOLE
10	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$12.6M	252406	3.32%	SOLE
11	EA SERIES TRUST	FREEDOM 100 EM	$12.5M	228637	3.30%	SOLE
12	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$8.7M	390884	2.31%	SOLE
13	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$8.6M	455046	2.29%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS INTL SML	$8.6M	119677	2.27%	SOLE
15	APPLE INC	COM	$6.5M	25654	1.72%	SOLE
16	ISHARES TR	HDG MSCI EAFE	$6.0M	140570	1.58%	SOLE
17	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$5.0M	48091	1.31%	SOLE
18	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.9M	147688	1.29%	SOLE
19	WISDOMTREE TR	ITL HDG QTLY DIV	$4.3M	89990	1.15%	SOLE
20	EXXON MOBIL CORP	COM	$3.7M	21963	0.98%	SOLE
21	NVIDIA CORPORATION	COM	$3.6M	20590	0.95%	SOLE
22	INVESCO QQQ TR	UNIT SER 1	$3.4M	5931	0.90%	SOLE
23	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$3.2M	67573	0.85%	SOLE
24	WALMART INC	COM	$2.8M	22409	0.74%	SOLE
25	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.7M	53101	0.71%	SOLE
26	MICROSOFT CORP	COM	$2.6M	7096	0.69%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4315	0.68%	SOLE
28	AMAZON COM INC	COM	$2.5M	11847	0.65%	SOLE
29	PIMCO ETF TR	0-5 HIGH YIELD	$2.4M	26190	0.65%	SOLE
30	INVESCO ACTIVELY MANAGED EXC	VAR RATE INVT	$2.1M	83881	0.56%	SOLE
31	SCHWAB STRATEGIC TR	US AGGREGATE B	$2.0M	85625	0.53%	SOLE
32	ONEOK INC NEW	COM	$1.9M	20936	0.50%	SOLE
33	ISHARES TR	MSCI INTL QUALTY	$1.6M	33672	0.41%	SOLE
34	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.5M	30160	0.41%	SOLE
35	KROGER CO	COM	$1.4M	19592	0.37%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.3M	9150	0.35%	SOLE
37	ISHARES SILVER TR	ISHARES	$1.3M	18977	0.34%	SOLE
38	ADVANCED MICRO DEVICES INC	COM	$1.1M	5404	0.29%	SOLE
39	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	35313	0.29%	SOLE
40	META PLATFORMS INC	CL A	$997K	1743	0.26%	SOLE
41	EVERGY INC	COM	$982K	11987	0.26%	SOLE
42	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$976K	22940	0.26%	SOLE
43	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$971K	15151	0.26%	SOLE
44	TESLA INC	COM	$941K	2532	0.25%	SOLE
45	FIRST TR EXCHANGE-TRADED FD	INDXX AEROSPACE	$929K	20769	0.25%	SOLE
46	VANGUARD INDEX FDS	MID CAP ETF	$877K	3054	0.23%	SOLE
47	CATERPILLAR INC	COM	$833K	1176	0.22%	SOLE
48	FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$813K	30929	0.21%	SOLE
49	DEERE & CO	COM	$802K	1424	0.21%	SOLE
50	JOHNSON & JOHNSON	COM	$783K	3201	0.21%	SOLE

1–50 of 138

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.