ADAMSBROWN WEALTH CONSULTANTS LLC Portfolio Holdings - 13F Filings | 13F Fund Database
ADAMSBROWN WEALTH CONSULTANTS LLC 13F Holdings
CIK 0001911244 · WICHITA, KS
As of Sep 30, 2025, ADAMSBROWN WEALTH CONSULTANTS LLC reported
115 positions worth $363.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| CAPITAL GROUP GROWTH ETF | CGGR | — | 1,042,361 | $45.8M | 12.61% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 1,457,043 | $33.1M | 9.12% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 132,202 | $32.7M | 9.00% |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | IDMO | — | 487,224 | $26.3M | 7.25% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 45,065 | $22.7M | 6.24% |
| FIDELITY COVINGTON TRUST | FMDE | — | 504,647 |
|
8.2M5.03% |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | RDVI | — | 595,337 |
5.4M | 4.24% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 425,130 |
4.2M | 3.91% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 484,373 |
3.2M | 3.64% |
| VANECK PHARMACEUTICAL ETF | PPH | — | 136,899 |
2.4M | 3.41% |
| VIRTUS REAVES UTILITIES ETF | UTES | — | 136,506 |
1.4M | 3.14% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 196,199 | $9.8M | 2.69% |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF | FPEI | — | 436,430 | $8.4M | 2.33% |
| APPLE INC | AAPL | Technology | 26,146 | $6.7M | 1.83% |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | — | 157,609 | $6.2M | 1.72% |
| INVESCO S&P MIDCAP QUALITY ETF | XMHQ | — | 56,814 | $6.0M | 1.64% |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | IHDG | — | 107,359 | $4.9M | 1.36% |
| NVIDIA CORP | NVDA | Technology | 20,282 | $3.8M | 1.04% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 71,937 | $3.5M | 0.97% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 68,809 | $3.5M | 0.96% |
| MICROSOFT CORP | MSFT | Technology | 6,612 | $3.4M | 0.94% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 5,022 | $3.0M | 0.83% |
| EXXON MOBIL CORP | XOM | Energy | 21,286 | $2.4M | 0.66% |
| AMAZON.COM INC | AMZN | Equity | 10,697 | $2.3M | 0.65% |
| WALMART INC | WMT | Consumer Defensive | 22,706 | $2.3M | 0.64% |