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Funds / Adamsbrown Wealth Consultants LLC
Institutional Fund

Adamsbrown Wealth Consultants LLC

Wichita, KSCIK 19112445 filings on record

Portfolio Value
$378.34M
Q1 2026
Holdings
138
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+5.3%
from $359.24M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Capital Group Growth ETF11.4%
  • Invesco Exch Traded Fd Tr II8.6%
  • Invesco Exch Traded Fd Tr II8.5%
  • Berkshire Hathaway Inc Del6.4%
  • Fidelity Covington Trust5.7%
  • First Tr Exchange-Traded Fd4.5%
  • Other54.8%

Portfolio Holdings

138 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Capital Group Growth ETF1.08M$43.32M11.4%+38.5KAdded
2Invesco Exch Traded Fd Tr II594.6K$32.61M8.6%+45.8KAdded
3Invesco Exch Traded Fd Tr II135.2K$32.14M8.5%+4.3KAdded
4Berkshire Hathaway Inc Del50.8K$24.34M6.4%+2.7KAdded
5Fidelity Covington Trust601.5K$21.63M5.7%+41.8KAdded
6First Tr Exchange-Traded Fd671.8K$17.16M4.5%+26.0KAdded
7Vaneck ETF Trust148.8K$15.46M4.1%+5.8KAdded
8Schwab Strategic Tr428.8K$13.15M3.5%24.1KReduced
9Etfis Ser Tr I158.9K$12.70M3.4%+12.4KAdded
10First Tr Exchange-Traded Fd252.4K$12.57M3.3%+29.0KAdded

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