ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 1911244
13F filing for Q2 2026・No. 3,759
- Holdings
- US$530.17M
- Quarter change
- +US$151.84M
- Entries
- 173
- Net bought (estimate)
- +US$107.69M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 39
- Sold out 4
- Cut 38
- Added 85
- Corporate actions 0
- Unchanged 11
Largest holdings
173 stocks worth US$530.17M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | Added | 1,113,600 | US$52.56M | 9.91% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 137,829 | US$41.76M | 7.88% |
| INVESCO EXCH TRADED FD TR IIS&P INTL MOMNT | Added | 624,654 | US$37.66M | 7.10% |
| SPDR SERIES TRUSTST STR P500ETF | New | 390,890 | US$34.35M | 6.48% |
| MFS ACTIVE EXCHANGE TRADED FBLEND INTL ETF | New | 1,010,498 | US$30.64M | 5.78% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 53,317 | US$26.68M | 5.03% |
| FIDELITY COVINGTON TRUSTENH MID COR ETF | Added | 625,634 | US$25.39M | 4.79% |
| PUTNAM ETF TRUSTFOCUSED LAR CAP | New | 424,275 | US$21.62M | 4.08% |
| FIRST TR EXCHANGE-TRADED FDFT VEST RIS | Added | 686,102 | US$20.17M | 3.80% |
| EA SERIES TRUSTFREEDOM 100 EM | Added | 242,154 | US$17.65M | 3.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.