§ 13F · FUND PROFILE
ADAMSBROWN WEALTH CONSULTANTS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $344.8T (13F)Positions · 108Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | 1.04M | $46.2T | 12.9% | ±0% |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | 131K | $33.1T | 9.2% | −1% |
| 3 | IDMO | INVESCO EXCH TRADED FD TR II | 549K | $30.5T | 8.5% | +13% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 48K | $24.1T | 6.7% | +7% |
| 5 | FMDE | FIDELITY COVINGTON TRUST | 560K | $20.4T | 5.7% | +11% |
| 6 | RDVI | FIRST TR EXCHANGE-TRADED FD | 646K | $16.9T | 4.7% | +8% |
| 7 | PPH | VANECK ETF TRUST | 143K | $14.8T | 4.1% | +4% |
| 8 | SCHE | SCHWAB STRATEGIC TR | 429K | $14.0T | 3.9% | +1% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 453K | $12.4T | 3.5% | −7% |
| 10 | UTES | ETFIS SER TR I | 147K | $11.6T | 3.2% | +7% |
§ 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 $344788.5 trillion in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed