Adamsbrown Wealth Consultants LLC Portfolio Holdings

Adamsbrown Wealth Consultants LLC

  • $314 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.8 Million 14.56% of portfolio
1,042,361
Q3 2025 Added 1.26%
$0
$33.1 Million 10.53% of portfolio
1,457,043
Q3 2025 Added 15.5%
$0
$32.7 Million 10.39% of portfolio
132,202
Q3 2025 Added 9.82%
$0
$26.3 Million 8.36% of portfolio
487,224
Q3 2025 Added 776.27%
$635B
$22.7 Million 7.2% of portfolio
45,065
Q3 2025 Added 24.73%
$0
$14.2 Million 4.51% of portfolio
425,130
Q3 2025 Added 3.92%
$0
$13.2 Million 4.2% of portfolio
484,373
Q3 2025 Reduced 57.19%
$0
$12.4 Million 3.93% of portfolio
136,899
Q3 2025 Reduced 30.15%
$0
$9.77 Million 3.11% of portfolio
196,199
Q3 2025 Added 75.35%
$0
$8.44 Million 2.68% of portfolio
436,430
Q3 2025 Reduced 49.43%
$4.34T
$6.66 Million 2.12% of portfolio
26,146
Q3 2025 Reduced 1.34%
$0
$6.24 Million 1.98% of portfolio
157,609
Q3 2025 Reduced 69.6%
$0
$5.96 Million 1.9% of portfolio
56,814
Q3 2025 Reduced 74.65%
$0
$4.95 Million 1.57% of portfolio
107,359
Q3 2025 Reduced 69.41%
$495B
$3.78 Million 1.2% of portfolio
20,282
Q3 2025 Added 2.92%
$0
$3.53 Million 1.12% of portfolio
71,937
Q3 2025 Reduced 7.2%
$3.83T
$3.42 Million 1.09% of portfolio
6,612
Q3 2025 Added 3.26%
$0
$3.02 Million 0.96% of portfolio
5,022
Q3 2025 Reduced 0.61%
$476B
$2.4 Million 0.76% of portfolio
21,286
Q3 2025 Added 0.69%
$2.54T
$2.35 Million 0.75% of portfolio
10,697
Q3 2025 Added 4.36%
$278B
$2.34 Million 0.74% of portfolio
22,706
Q3 2025 Added 0.8%
$0
$2.23 Million 0.71% of portfolio
43,760
Q3 2025 Reduced 2.3%
$0
$2.06 Million 0.66% of portfolio
21,579
Q3 2025 Added 8.86%
$0
$1.86 Million 0.59% of portfolio
3,035
Q3 2025 Added 21.3%
$0
$1.67 Million 0.53% of portfolio
71,083
Q3 2025 Added 11.99%
$0
$1.59 Million 0.51% of portfolio
36,047
Q3 2025 Reduced 6.01%
$17.7B
$1.46 Million 0.46% of portfolio
19,180
Q3 2025 Reduced 3.67%
$1.41T
$1.4 Million 0.44% of portfolio
1,902
Q3 2025 Added 6.38%
$45.6B
$1.35 Million 0.43% of portfolio
19,986
Q3 2025 Reduced 0.12%
$0
$1.34 Million 0.43% of portfolio
9,657
Q3 2025 Reduced 14.7%
$28.7B
$1.31 Million 0.42% of portfolio
17,984
Q3 2025 Added 5.61%
$0
$1.05 Million 0.33% of portfolio
35,267
Q3 2025 Reduced 3.56%
$1.4T
$961,000 0.31% of portfolio
2,162
Q3 2025 Reduced 30.79%
$0
$905,000 0.29% of portfolio
15,105
Q3 2025 Added 0.78%
$404B
$873,000 0.28% of portfolio
5,396
Q3 2025 Added 1.5%
$0
$895,000 0.28% of portfolio
3,047
Q3 2025 Added 3.11%
$88.8B
$772,000 0.25% of portfolio
4,977
Q3 2025 Added 0.24%
$0
$758,000 0.24% of portfolio
50,799
Q3 2025 Reduced 0.58%
$0
$757,000 0.24% of portfolio
16,363
Q3 2025 Reduced 1.43%
$0
$728,000 0.23% of portfolio
2,221
Q3 2025 Added 4.81%
$0
$678,000 0.22% of portfolio
16,151
Q3 2025 New
$0
$684,000 0.22% of portfolio
7,868
Q3 2025 Added 0.13%
$141B
$651,000 0.21% of portfolio
1,425
Q3 2025 Added 0.21%
$486B
$615,000 0.2% of portfolio
513
Q3 2025 Added 1.58%
$37.1B
$588,000 0.19% of portfolio
4,349
Q3 2025 New
$0
$593,000 0.19% of portfolio
17,760
Q2 2025 Reduced 0.52%
$118B
$612,000 0.19% of portfolio
2,838
Q3 2025 Added 17.47%
$148B
$560,000 0.18% of portfolio
2,229
Q3 2025 Added 0.41%
$0
$562,000 0.18% of portfolio
22,427
Q3 2025 Reduced 1.35%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $314 Million
  • Prior Value $329 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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