Adamsbrown Wealth Consultants LLC Portfolio Holdings

Adamsbrown Wealth Consultants LLC

  • $329 Million
  • Q2 2025

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.

Portfolio value $329 Million
ETFs: $273 Million
Financial Services: $20.1 Million
Technology: $13.3 Million
Consumer Defensive: $5.02 Million
Energy: $4.37 Million
Consumer Cyclical: $3.79 Million
Communication Services: $3.05 Million
Industrials: $2.92 Million
Other: $3.06 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$17.6 Million 5.34% of portfolio
36,130
Q2 2025 Added 65.91%
$3.39T
$5.44 Million 1.65% of portfolio
26,501
Q2 2025 Added 0.27%
$3.75T
$3.18 Million 0.97% of portfolio
6,403
Q2 2025 Added 2.79%
$406B
$3.11 Million 0.95% of portfolio
19,707
Q2 2025 Added 2.3%
$474B
$2.28 Million 0.69% of portfolio
21,140
Q2 2025 Reduced 0.62%
$2.27T
$2.25 Million 0.68% of portfolio
10,250
Q2 2025 Added 7.08%
$263B
$2.2 Million 0.67% of portfolio
22,526
Q2 2025 Added 3.52%
$50.3B
$1.44 Million 0.44% of portfolio
20,011
Q2 2025 Reduced 2.36%
$36.3B
$1.39 Million 0.42% of portfolio
17,028
Q2 2025 Added 11.03%
$15.8B
$1.37 Million 0.42% of portfolio
19,910
Q2 2025 Reduced 1.24%
$1.62T
$1.32 Million 0.4% of portfolio
1,788
Q2 2025 Reduced 1.38%
$0
$1.06 Million 0.32% of portfolio
51,095
Q2 2025 Reduced 2.36%
$934B
$992,000 0.3% of portfolio
3,124
Q2 2025 Added 9.73%
$223B
$754,000 0.23% of portfolio
5,316
Q2 2025 Reduced 2.06%
$86.2B
$755,000 0.23% of portfolio
4,965
Q2 2025 Reduced 0.26%
$154B
$723,000 0.22% of portfolio
1,422
Q2 2025 Added 14.4%
$376B
$533,000 0.16% of portfolio
11,282
Q2 2025 Added 6.25%
$140B
$492,000 0.15% of portfolio
2,220
Q2 2025 Reduced 0.36%
$135B
$506,000 0.15% of portfolio
2,416
Q2 2025 Added 5.87%
$831B
$467,000 0.14% of portfolio
1,611
Q2 2025 Reduced 0.98%
$409B
$461,000 0.14% of portfolio
3,023
Q2 2025 Added 2.13%
$185B
$422,000 0.13% of portfolio
3,198
Q2 2025 Reduced 26.8%
$212B
$414,000 0.13% of portfolio
1,069
Q2 2025 New
$300B
$359,000 0.11% of portfolio
5,080
Q2 2025 Added 8.83%
$337B
$339,000 0.1% of portfolio
1,827
Q2 2025 Added 1.39%
$435B
$324,000 0.1% of portfolio
328
Q2 2025 Added 32.79%
$76.4B
$325,000 0.1% of portfolio
1,207
Q1 2025 Added 0.58%
$636B
$343,000 0.1% of portfolio
1,573
Q2 2025 Reduced 0.69%
$1.08T
$302,000 0.09% of portfolio
1,706
Q2 2025 Reduced 1.61%
$121B
$281,000 0.09% of portfolio
608
Q2 2025 Reduced 3.18%
$220B
$293,000 0.09% of portfolio
2,365
Q2 2025 Added 0.85%
$373B
$282,000 0.09% of portfolio
1,773
Q2 2025 Added 9.38%
$260B
$256,000 0.08% of portfolio
870
Q2 2025 New
$1.2T
$251,000 0.08% of portfolio
1,110
Q2 2025 Reduced 42.96%
$1.07T
$255,000 0.08% of portfolio
1,452
Q2 2025 New
$300B
$260,000 0.08% of portfolio
1,822
Q2 2025 Reduced 1.83%
$212B
$268,000 0.08% of portfolio
3,395
Q2 2025 Added 10.01%
$748B
$233,000 0.07% of portfolio
299
Q2 2025 Added 1.36%
$22.6B
$228,000 0.07% of portfolio
7,180
Q2 2025 Reduced 25.77%
$6.8B
$234,000 0.07% of portfolio
10,981
Q2 2025 Added 0.67%
$55.7B
$242,000 0.07% of portfolio
322
Q2 2025 New
$179B
$209,000 0.06% of portfolio
4,848
Q2 2025 Reduced 7.92%
$585B
$213,000 0.06% of portfolio
600
Q1 2025 New
$54.5B
$210,000 0.06% of portfolio
11,605
Q2 2025 Added 1.59%
$166M
$61,000 0.02% of portfolio
10,000
Q2 2025 New
$424M
$60,000 0.02% of portfolio
10,000
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 15.37%
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.07%
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.84%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $329 Million
  • Prior Value $305 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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