Adamsbrown Wealth Consultants LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $329 Million distributed in 108 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 $41.8M, Schwab Strategic Tr Us Dividen with a value of $30M, Capital Group Core Plus Income with a value of $28.4M, Invesco Exchange Traded Fd Tr with a value of $27.3M, and Invesco Exchange Traded Fd Tr with a value of $22M.
Examining the 13F form we can see an increase of $23.8M in the current position value, from $305M to 329M.
Below you can find more details about Adamsbrown Wealth Consultants LLC portfolio as well as his latest detailed transactions.