Adamsbrown Wealth Consultants LLC Portfolio Holdings

Adamsbrown Wealth Consultants LLC

  • $302 Million
  • Q4 2025

Adamsbrown Wealth Consultants LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $302 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $44.8M, Invesco Exchange Traded Fd Tr with a value of $32.8M, Invesco ETF Tr Ii S&P Intl Dev with a value of $29.8M, Berkshire Hathaway Inc Class B with a value of $24.4M, and Schwab Strategic Tr Us Emergin with a value of $14.5M.

Examining the 13F form we can see an decrease of $12.2M in the current position value, from $314M to 302M.

Below you can find more details about Adamsbrown Wealth Consultants LLC portfolio as well as his latest detailed transactions.

Portfolio value $302 Million
ETFs: $234 Million
Financial Services: $27.1 Million
Technology: $17.5 Million
Consumer Defensive: $4.99 Million
Energy: $4.65 Million
Consumer Cyclical: $4.04 Million
Industrials: $3.17 Million
Communication Services: $2.55 Million
Other: $4.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.8 Million 14.82% of portfolio
1,039,294
Q4 2025 Reduced 0.29%
$0
$32.8 Million 10.86% of portfolio
130,913
Q4 2025 Reduced 0.98%
$0
$29.8 Million 9.86% of portfolio
548,779
Q4 2025 Added 12.63%
$662B
$24.4 Million 8.09% of portfolio
48,040
Q4 2025 Added 6.6%
$0
$14.5 Million 4.79% of portfolio
428,583
Q4 2025 Added 0.81%
$0
$14.1 Million 4.68% of portfolio
143,045
Q4 2025 Added 4.49%
$0
$12.3 Million 4.08% of portfolio
452,880
Q4 2025 Reduced 6.5%
$0
$11.2 Million 3.69% of portfolio
223,431
Q4 2025 Added 13.88%
$0
$9.71 Million 3.21% of portfolio
428,572
Q4 2025 Reduced 70.59%
$0
$8.63 Million 2.85% of portfolio
445,203
Q4 2025 Added 2.01%
$4.3T
$7.02 Million 2.32% of portfolio
26,256
Q4 2025 Added 0.42%
$0
$6.1 Million 2.02% of portfolio
148,161
Q4 2025 Reduced 5.99%
$0
$5.12 Million 1.69% of portfolio
50,833
Q4 2025 Reduced 10.53%
$0
$4.58 Million 1.52% of portfolio
96,638
Q4 2025 Reduced 9.99%
$465B
$3.8 Million 1.26% of portfolio
20,364
Q4 2025 Added 0.4%
$0
$3.73 Million 1.23% of portfolio
6,181
Q4 2025 Added 23.08%
$3.78T
$3.38 Million 1.12% of portfolio
6,651
Q4 2025 Added 0.59%
$0
$2.62 Million 0.87% of portfolio
51,725
Q4 2025 Reduced 24.83%
$2.39T
$2.56 Million 0.85% of portfolio
10,908
Q4 2025 Added 1.97%
$490B
$2.52 Million 0.83% of portfolio
21,382
Q4 2025 Added 0.45%
$0
$2.47 Million 0.82% of portfolio
4,001
Q4 2025 Added 31.83%
$279B
$2.34 Million 0.77% of portfolio
22,714
Q4 2025 Added 0.04%
$0
$2.23 Million 0.74% of portfolio
23,600
Q4 2025 Added 9.37%
$0
$2.14 Million 0.71% of portfolio
41,973
Q4 2025 Reduced 4.08%
$0
$1.81 Million 0.6% of portfolio
77,207
Q4 2025 Added 8.62%
$0
$1.56 Million 0.52% of portfolio
34,777
Q4 2025 Reduced 3.52%
$0
$1.45 Million 0.48% of portfolio
9,527
Q4 2025 Reduced 1.35%
$17.6B
$1.43 Million 0.47% of portfolio
18,730
Q4 2025 Reduced 2.35%
$31.5B
$1.35 Million 0.45% of portfolio
19,141
Q4 2025 Added 6.43%
$388B
$1.3 Million 0.43% of portfolio
5,407
Q4 2025 Added 0.2%
$47.8B
$1.3 Million 0.43% of portfolio
19,527
Q4 2025 Reduced 2.3%
$1.37T
$1.03 Million 0.34% of portfolio
1,698
Q4 2025 Reduced 10.73%
$0
$1.02 Million 0.34% of portfolio
40,590
Q4 2025 Added 80.99%
$0
$1.03 Million 0.34% of portfolio
35,372
Q4 2025 Added 0.3%
$0
$984,000 0.33% of portfolio
3,417
Q4 2025 Added 102.79%
$0
$924,000 0.31% of portfolio
21,567
Q4 2025 Added 33.53%
$0
$917,000 0.3% of portfolio
14,968
Q4 2025 Reduced 0.91%
$1.29T
$881,000 0.29% of portfolio
2,155
Q4 2025 Reduced 0.32%
$0
$870,000 0.29% of portfolio
3,035
Q4 2025 Reduced 0.39%
$0
$833,000 0.28% of portfolio
2,527
Q4 2025 Added 13.78%
$0
$826,000 0.27% of portfolio
1,242
Q4 2025 Added 104.61%
$91.4B
$823,000 0.27% of portfolio
4,980
Q4 2025 Added 0.06%
$0
$764,000 0.25% of portfolio
49,018
Q4 2025 Reduced 3.51%
$0
$725,000 0.24% of portfolio
15,933
Q4 2025 Reduced 2.63%
$0
$682,000 0.23% of portfolio
7,834
Q4 2025 Reduced 0.43%
$144B
$675,000 0.22% of portfolio
1,420
Q4 2025 Reduced 0.35%
$291B
$622,000 0.21% of portfolio
1,127
Q4 2025 Added 0.54%
$0
$608,000 0.2% of portfolio
18,116
Q4 2025 Added 2.0%
$24.1B
$608,000 0.2% of portfolio
13,229
Q4 2025 Added 138.02%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $302 Million
  • Prior Value $314 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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