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
$224,000 0.07% of portfolio
6,997
Q3 2025 Reduced 1.88%
$51.1B
$202,000 0.06% of portfolio
11,799
Q3 2025 Added 1.67%
$165B
$203,000 0.06% of portfolio
4,632
Q3 2025 Reduced 4.46%
$258M
$79,000 0.03% of portfolio
10,000
Q2 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 New
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 16.2%
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q3 2025 Added 31.42%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 84.63%
-
$0 0.0% of portfolio
-
Q3 2025 Added 18.02%
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 31.89%
-
$0 0.0% of portfolio
-
Q3 2025 Added 7.3%
-
$0 0.0% of portfolio
-
Q3 2025 Added 10.04%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.51%

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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