§ 13F · FUND PROFILE
ADAMSBROWN WEALTH CONSULTANTS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $363M (13F)Positions · 115Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | 1.08M | $43M | 11.4% | +4% |
| 2 | IDMO | INVESCO EXCH TRADED FD TR II | 595K | $33M | 8.6% | +8% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 135K | $32M | 8.5% | +3% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 51K | $24M | 6.4% | +6% |
| 5 | FMDE | FIDELITY COVINGTON TRUST | 601K | $22M | 5.7% | +7% |
| 6 | RDVI | FIRST TR EXCHANGE-TRADED FD | 672K | $17M | 4.5% | +4% |
| 7 | PPH | VANECK ETF TRUST | 149K | $15M | 4.1% | +4% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 429K | $13M | 3.5% | −5% |
| 9 | UTES | ETFIS SER TR I | 159K | $13M | 3.4% | +8% |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | 252K | $13M | 3.3% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADAMSBROWN SIGNAL
AC read
ADAMSBROWN WEALTH CONSULTANTS LLC is a Other fund managing $363 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed