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 ETFs Only

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%
$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%
$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%
$0
$3.73 Million 1.23% of portfolio
6,181
Q4 2025 Added 23.08%
$0
$3.48 Million 1.15% of portfolio
71,189
Q4 2025 Reduced 1.04%
$0
$2.62 Million 0.87% of portfolio
51,725
Q4 2025 Reduced 24.83%
$0
$2.47 Million 0.82% of portfolio
4,001
Q4 2025 Added 31.83%
$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%
$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%
$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%
$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%
$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%
$130B
$599,000 0.2% of portfolio
1,594
Q4 2025 Added 20.94%
$0
$539,000 0.18% of portfolio
19,436
Q4 2025 Added 77.56%
$0
$472,000 0.16% of portfolio
20,018
Q4 2025 New
$0
$475,000 0.16% of portfolio
1,904
Q4 2025 Reduced 1.6%
$0
$428,000 0.14% of portfolio
4,657
Q4 2025 Added 79.18%
$0
$418,000 0.14% of portfolio
12,251
Q4 2025 Added 1.14%
$0
$412,000 0.14% of portfolio
2,987
Q4 2025 Reduced 2.0%
$0
$420,000 0.14% of portfolio
9,882
Q4 2025 Reduced 2.91%
$0
$389,000 0.13% of portfolio
15,067
Q4 2025 Added 5.1%
$0
$397,000 0.13% of portfolio
1,936
Q3 2025 Reduced 1.07%
$0
$365,000 0.12% of portfolio
1,878
Q4 2025 Added 0.21%
$0
$377,000 0.12% of portfolio
3,538
Q4 2025 Reduced 9.49%
$0
$353,000 0.12% of portfolio
468
Q2 2025 Reduced 3.11%
$0
$351,000 0.12% of portfolio
10,908
Q4 2025 Added 0.61%
$0
$318,000 0.11% of portfolio
4,386
Q4 2025 Added 0.39%
$0
$337,000 0.11% of portfolio
3,372
Q4 2025 Reduced 30.8%
$0
$266,000 0.09% of portfolio
395
Q4 2025 Reduced 1.25%

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
Track This Portfolio

Track Adamsbrown Wealth Consultants LLC Portfolio

Follow Adamsbrown Wealth Consultants LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adamsbrown Wealth Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adamsbrown Wealth Consultants LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email