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 Market Cap. of $200 Billions or more
