Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ADAMSBROWN WEALTH CONSULTANTS LLC (CIK 1911244) reported $530.2M across 173 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGGR ($52.6M, 9.91%), QQQM ($41.8M, 7.88%), IDMO ($37.7M, 7.10%), SPLG ($34.4M, 6.48%), BRIE ($30.6M, 5.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | $52.6M | 9.91% | 1.1M | Added |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $41.8M | 7.88% | 137,829 | Added |
| 3 | IDMO | INVESCO EXCH TRADED FD TR II | $37.7M | 7.10% | 624,654 | Added |
| 4 | SPLG | SPDR SERIES TRUST | $34.4M | 6.48% | 390,890 | New |
| 5 | BRIE | MFS ACTIVE EXCHANGE TRADED F | $30.6M | 5.78% | 1.0M | New |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.7M | 5.03% | 53,317 | Added |
| 7 | FMDE | FIDELITY COVINGTON TRUST | $25.4M | 4.79% | 625,634 | Added |
| 8 | PVAL | PUTNAM ETF TRUST | $21.6M | 4.08% | 424,275 | New |
| 9 | RDVI | FIRST TR EXCHANGE-TRADED FD | $20.2M | 3.80% | 686,102 | Added |
| 10 | FRDM | EA SERIES TRUST | $17.7M | 3.33% | 242,154 | Added |
| 11 | PPH | VANECK ETF TRUST | $16.9M | 3.18% | 154,114 | Added |
| 12 | UTES | ETFIS SER TR I | $13.6M | 2.56% | 165,841 | Added |
| 13 | SCHD | SCHWAB STRATEGIC TR | $13.3M | 2.52% | 420,897 | Trimmed |
| 14 | LMBS | FIRST TR EXCHANGE-TRADED FD | $12.9M | 2.43% | 258,802 | Added |
| 15 | AVDS | AMERICAN CENTY ETF TR | $9.5M | 1.78% | 125,642 | Added |
| 16 | CGCP | CAPITAL GRP FIXED INCM ETF T | $8.2M | 1.55% | 369,414 | Trimmed |
| 17 | AAPL | APPLE INC | $7.3M | 1.38% | 25,255 | Trimmed |
| 18 | HEFA | ISHARES TR | $6.4M | 1.21% | 136,491 | Trimmed |
| 19 | FPEI | FIRST TR EXCH TRADED FD III | $5.4M | 1.01% | 278,397 | Trimmed |
| 20 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.3M | 1.00% | 46,918 | Trimmed |
| 21 | SCHE | SCHWAB STRATEGIC TR | $5.2M | 0.98% | 142,657 | Trimmed |
| 22 | IHDG | WISDOMTREE TR | $4.7M | 0.88% | 88,838 | Trimmed |
| 23 | HYS | PIMCO ETF TR | $4.5M | 0.85% | 47,925 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $4.4M | 0.83% | 22,091 | Added |
| 25 | QQQ | INVESCO QQQ TR | $3.7M | 0.71% | 5,092 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30