Adamsbrown Wealth Consultants LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $314 Million distributed in 115 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 $45.8M, Capital Group Core Plus Income with a value of $33.1M, Invesco Exchange Traded Fd Tr with a value of $32.7M, Invesco ETF Tr Ii S&P Intl Dev with a value of $26.3M, and Berkshire Hathaway Inc Class B with a value of $22.7M.
Examining the 13F form we can see an decrease of $14.2M in the current position value, from $329M to 314M.
Below you can find more details about Adamsbrown Wealth Consultants LLC portfolio as well as his latest detailed transactions.
Portfolio value
$314 Million
ETFs: $248 Million
Financial Services: $25.2 Million
Technology: $16.7 Million
Consumer Defensive: $5.02 Million
Energy: $4.42 Million
Consumer Cyclical: $3.95 Million
Communication Services: $3.33 Million
Industrials: $3.17 Million
Other: $3.96 Million
Stock Holdings Table Market Cap. of $200 Billions or more
