ADAMSBROWN WEALTH CONSULTANTS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, ADAMSBROWN WEALTH CONSULTANTS LLC held in its portfolio 123 assets valued at $359,244,263 (i.e. $359.24M).
The most valuable assets in the portfolio included: CAPITAL GROUP GROWTH ETF ($46.22M), INVESCO EXCH TRADED FD TR II ($33.11M), and INVESCO EXCH TRADED FD TR II ($30.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 123 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ADAMSBROWN WEALTH CONSULTANTS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP GROWTH ETF | 1039294 | 46217398 | SHS CREATION UNI |
| INVESCO EXCH TRADED FD TR II | 130913 | 33110424 | NASDAQ 100 ETF |
| INVESCO EXCH TRADED FD TR II | 548779 | 30495645 | S&P INTL MOMNT |
| BERKSHIRE HATHAWAY INC DEL | 48040 | 24147306 | CL B NEW |
| FIDELITY COVINGTON TRUST | 559672 | 20360858 | ENHANCED MID |
| FIRST TR EXCHANGE-TRADED FD | 645816 | 16946214 | FT VEST RIS |
| VANECK ETF TRUST | 143045 | 14757939 | PHARMACEUTCL ETF |
| SCHWAB STRATEGIC TR | 428583 | 14036101 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 452880 | 12422495 | US DIVIDEND EQ |
| ETFIS SER TR I | 146550 | 11570097 | VIRTUS REAVES UT |
| FIRST TR EXCHANGE-TRADED FD | 223431 | 11169309 | FST LOW OPPT EFT |
| CAPITAL GRP FIXED INCM ETF T | 428572 | 9702873 | CORE PLUS INCM |
| FIRST TR EXCH TRADED FD III | 445203 | 8632488 | INSTL PFD SECS |
| APPLE INC | 26256 | 7137974 | COM |
| ISHARES TR | 148161 | 6127948 | HDG MSCI EAFE |
| INVESCO EXCHANGE TRADED FD T | 50833 | 5206347 | S&P MDCP QUALITY |
| WISDOMTREE TR | 96638 | 4702417 | ITL HDG QTLY DIV |
| NVIDIA CORPORATION | 20364 | 3797971 | COM |
| INVESCO QQQ TR | 6181 | 3797297 | UNIT SER 1 |
| J P MORGAN EXCHANGE TRADED F | 71189 | 3466891 | INTL BD OPP ETF |
| MICROSOFT CORP | 6651 | 3216787 | COM |
| J P MORGAN EXCHANGE TRADED F | 51725 | 2616766 | ULTRA SHRT ETF |
| EXXON MOBIL CORP | 21382 | 2573122 | COM |
| WALMART INC | 22714 | 2530553 | COM |
| AMAZON COM INC | 10908 | 2517785 | COM |
| VANGUARD INDEX FDS | 4001 | 2509069 | S&P 500 ETF SHS |
| PIMCO ETF TR | 23600 | 2237767 | 0-5 HIGH YIELD |
| J P MORGAN EXCHANGE TRADED F | 41973 | 2138103 | ULTRA SHT MUNCPL |
| SCHWAB STRATEGIC TR | 77207 | 1804316 | US AGGREGATE B |
| ISHARES TR | 34777 | 1580604 | MSCI INTL QUALTY |
| SELECT SECTOR SPDR TR | 9527 | 1474737 | STATE STREET HEA |
| ONEOK INC NEW | 19141 | 1406850 | COM |
| EVERGY INC | 18730 | 1357753 | COM |
| KROGER CO | 19527 | 1220052 | COM |
| FIRST TR EXCHNG TRADED FD VI | 37552 | 1169527 | FT VEST LADDERED |
| SPDR SERIES TRUST | 18920 | 1162338 | STATE STREET SPD |
| ADVANCED MICRO DEVICES INC | 5407 | 1157963 | COM |
| META PLATFORMS INC | 1698 | 1121032 | CL A |
| SCHWAB STRATEGIC TR | 35372 | 1063644 | US MID-CAP ETF |
| INVESCO ACTIVELY MANAGED EXC | 40590 | 1018805 | VAR RATE INVT |
| TESLA INC | 2155 | 969147 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 21567 | 941184 | SHS CREATION UNI |
| VANGUARD TAX-MANAGED FDS | 14968 | 935077 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 3035 | 880887 | MID CAP ETF |
| FIRST TR EXCHANGE-TRADED FD | 20517 | 877938 | INDXX AEROSPACE |
| ISHARES SILVER TR | 13229 | 852212 | ISHARES |
| SPDR S&P 500 ETF TR | 1242 | 847201 | TR UNIT |
| VANGUARD INDEX FDS | 2527 | 847119 | TOTAL STK MKT |
| 3M CO | 4980 | 797345 | COM |
| FS KKR CAP CORP | 49018 | 725957 | COM |
| WISDOMTREE TR | 7834 | 690010 | US LARGECAP DIVD |
| FIRST TR EXCHNG TRADED FD VI | 25500 | 676515 | FT VEST LAD |
| DEERE & CO | 1420 | 661002 | COM |
| CATERPILLAR INC | 1127 | 645450 | COM |
| JOHNSON & JOHNSON | 3070 | 635336 | COM |
| SPDR GOLD TR | 1594 | 631718 | GOLD SHS |
| BANK AMERICA CORP | 11453 | 629901 | COM |
| BOEING CO | 2748 | 596646 | COM |
| JPMORGAN CHASE & CO. | 1716 | 553025 | COM |
| NUCOR CORP | 3348 | 546125 | COM |
| ALPHABET INC | 1708 | 534504 | CAP STK CL A |
| LOWES COS INC | 2202 | 531059 | COM |
| ALPHABET INC | 1683 | 528257 | CAP STK CL C |
| BITWISE BITCOIN ETF TR | 11031 | 524634 | SHS BEN INT |
| CAPITAL GRP FIXED INCM ETF T | 18694 | 511842 | MUNICIPAL INCOME |
| SELECT SECTOR SPDR TR | 3417 | 491876 | STATE STREET TEC |
| VANGUARD INDEX FDS | 1904 | 491255 | SMALL CP ETF |
| NETFLIX INC | 5127 | 480708 | COM |
| FIRST TR EXCHANGE TRADED FD | 20018 | 472814 | BUYWRIT INCM ETF |
| ELI LILLY & CO | 433 | 465742 | COM |
| PEPSICO INC | 2998 | 430248 | COM |
| ISHARES TR | 9882 | 428167 | MSCI USA SMCP MN |
| TAIWAN SEMICONDUCTOR MFG LTD | 1399 | 425142 | SPONSORED ADS |
| CAPITAL GROUP GBL GROWTH EQT | 12251 | 424501 | SHS CREATION UNI |
| ABBVIE INC | 1809 | 413237 | COM |
| VANGUARD INDEX FDS | 1936 | 410034 | SM CP VAL ETF |
| ORACLE CORP | 2044 | 398484 | COM |
| MICRON TECHNOLOGY INC | 1392 | 397258 | COM |
| SCHWAB STRATEGIC TR | 15067 | 395206 | US BRD MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 3538 | 384419 | DIVERSFED RTRN |
| GE VERNOVA INC | 586 | 383002 | COM |
| ISHARES TR | 1878 | 372922 | MSCI USA QLT FCT |
| MERCK & CO INC | 3498 | 368245 | COM |
| SCHWAB STRATEGIC TR | 10908 | 355830 | US LCAP GR ETF |
| COCA COLA CO | 5085 | 355490 | COM |
| VANGUARD WORLD FD | 468 | 352803 | INF TECH ETF |
| WELLS FARGO CO NEW | 3756 | 350015 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 4589 | 349819 | SHS |
| GOLDMAN SACHS ETF TR | 3372 | 336998 | ACCES TREASURY |
| BROADCOM INC | 960 | 332361 | COM |
| AMERICAN CENTY ETF TR | 4386 | 332311 | US LARGE CAP VLU |
| CHEVRON CORP NEW | 2158 | 328869 | COM |
| ECOLAB INC | 1209 | 317387 | COM |
| ISHARES TR | 1354 | 290690 | US AER DEF ETF |
| COSTCO WHSL CORP NEW | 335 | 288658 | COM |
| SELECT SECTOR SPDR TR | 5212 | 285453 | STATE STREET FIN |
| LOCKHEED MARTIN CORP | 577 | 279129 | COM |
| FIRST TR EXCHNG TRADED FD VI | 6672 | 277088 | FT VEST US EQT |
| CALAMOS ETF TR | 10235 | 276201 | RUSSELL 2000 STR |
| CALAMOS ETF TR | 10500 | 273263 | S&P 500 STRUCTU |
| ISHARES TR | 395 | 270886 | CORE S&P500 ETF |
| INNOVATOR ETFS TRUST | 10665 | 270678 | EQUITY DEF PROTN |
| CALAMOS ETF TR | 10665 | 268705 | S&P 500 STRUCTUR |
| FIRST TR EXCHANGE TRADED FD | 9489 | 264940 | NASDQ OIL GAS |
| PALANTIR TECHNOLOGIES INC | 1416 | 251694 | CL A |
| UNITED RENTALS INC | 309 | 250281 | COM |
| DEVON ENERGY CORP NEW | 6765 | 247812 | COM |
| INTERNATIONAL BUSINESS MACHS | 818 | 242411 | COM |
| VANECK ETF TRUST | 1928 | 239469 | URANIUM AND NUCL |
| PROCTER AND GAMBLE CO | 1660 | 237853 | COM |
| OLD NATL BANCORP IND | 10600 | 236485 | COM |
| ISHARES TR | 2630 | 235280 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 7002 | 229649 | 1000 INDEX ETF |
| VISA INC | 620 | 217379 | COM CL A |
| FIRST TR EXCHANGE TRADED FD | 1391 | 212901 | NASDQ CLN EDGE |
| FIRST TR EXCHNG TRADED FD VI | 8292 | 208710 | SMITH UNCONSTRAI |
| SELECT SECTOR SPDR TR | 4657 | 208218 | STATE STREET ENE |
| CAPITAL GROUP INTL FOCUS EQT | 7021 | 207465 | SHS CREATION UNI |
| QXO INC | 10623 | 204918 | COM NEW |
| ENERGY TRANSFER L P | 12030 | 198375 | COM UT LTD PTN |
| ENVELA CORP | 10000 | 133800 | COM |
| FS CREDIT OPPORTUNITIES CORP | 12456 | 78473 | COMMON STOCK |
| NEW ERA ENERGY & DIGITAL INC | 20000 | 58600 | COM |
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