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 $378.3M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGGR ($43.3M, 11.45%), IDMO ($32.6M, 8.62%), QQQM ($32.1M, 8.49%), BRK/B ($24.3M, 6.43%), FMDE ($21.6M, 5.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | $43.3M | 11.45% | 1.1M | Added |
| 2 | IDMO | INVESCO EXCH TRADED FD TR II | $32.6M | 8.62% | 594,609 | Added |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $32.1M | 8.49% | 135,246 | Added |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.3M | 6.43% | 50,787 | Added |
| 5 | FMDE | FIDELITY COVINGTON TRUST | $21.6M | 5.72% | 601,489 | Added |
| 6 | RDVI | FIRST TR EXCHANGE-TRADED FD | $17.2M | 4.54% | 671,774 | Added |
| 7 | PPH | VANECK ETF TRUST | $15.5M | 4.09% | 148,811 | Added |
| 8 | SCHD | SCHWAB STRATEGIC TR | $13.2M | 3.48% | 428,752 | Trimmed |
| 9 | UTES | ETFIS SER TR I | $12.7M | 3.36% | 158,906 | Added |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | $12.6M | 3.32% | 252,406 | Added |
| 11 | FRDM | EA SERIES TRUST | $12.5M | 3.30% | 228,637 | New |
| 12 | CGCP | CAPITAL GRP FIXED INCM ETF T | $8.7M | 2.31% | 390,884 | Trimmed |
| 13 | FPEI | FIRST TR EXCH TRADED FD III | $8.6M | 2.29% | 455,046 | Added |
| 14 | AVDS | AMERICAN CENTY ETF TR | $8.6M | 2.27% | 119,677 | New |
| 15 | AAPL | APPLE INC | $6.5M | 1.72% | 25,654 | Trimmed |
| 16 | HEFA | ISHARES TR | $6.0M | 1.58% | 140,570 | Trimmed |
| 17 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.0M | 1.31% | 48,091 | Trimmed |
| 18 | SCHE | SCHWAB STRATEGIC TR | $4.9M | 1.29% | 147,688 | Trimmed |
| 19 | IHDG | WISDOMTREE TR | $4.3M | 1.15% | 89,990 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $3.7M | 0.98% | 21,963 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $3.6M | 0.95% | 20,590 | Added |
| 22 | QQQ | INVESCO QQQ TR | $3.4M | 0.90% | 5,931 | Trimmed |
| 23 | JPIB | J P MORGAN EXCHANGE TRADED F | $3.2M | 0.85% | 67,573 | Trimmed |
| 24 | WMT | WALMART INC | $2.8M | 0.74% | 22,409 | Trimmed |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.71% | 53,101 | Added |
Source: SEC Form 13F filings · as of 2026-03-31