Adamsbrown Wealth Consultants LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Adamsbrown Wealth Consultants LLC reported 173 stock positions worth $530.2 million. Its top holding was Cap Group Growth Equity (CGGR) at 9.9% of the portfolio, followed by Invesco Nasdaq 100 ETF (QQQM, 7.9%) and Invesco S&P International DE (IDMO, 7.1%). Compared with Q1 2026, it opened 39 new positions, sold out of 4, added to 85 and reduced 38. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale First Trust Institutional PR (FPEI, shares −39%).

Most Recent 13F
Q2 2026
Location
WICHITA, KS
CIK
0001911244
Portfolio Value
$530.2M (Q2 2026)
SEC Filing
0001951757-26-000932 ↗ filed Jul 9, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $247.1M Q1 2024 Q2 2024: $256.9M Q2 2024 Q3 2024: $288.2M Q3 2024 Q4 2024: $293.4M Q4 2024 Q1 2025: $318.4M Q1 2025 Q2 2025: $344.8M Q2 2025 Q3 2025: $363.0M Q3 2025 Q4 2025: $359.2M Q4 2025 Q1 2026: $378.3M Q1 2026 Q2 2026: $530.2M $530.2M Q2 2026

Holdings 173 stocks · $530.2M
CGGR Cap Group Growth Equity 9.91% 1,113,600 $52.6M Add +3.3%
QQQM Invesco Nasdaq 100 ETF 7.88% 137,829 $41.8M Add +1.9%
IDMO Invesco S&P International DE 7.10% 624,654 $37.7M Add +5.0%
SPYM Ste STR SPDR PT S&P 500 ETF 6.48% 390,890 $34.4M New
BRIE MFS BR Intl Equity ETF filed as MFS ACTIVE EXCHANGE TRADED F 5.78% 1,010,498 $30.6M New
BRK.B Berkshire Hathaway Inc. Class B 5.03% 53,317 $26.7M Add +5.0%
FMDE Fidelity Enhanced Mid Cap Co. 4.79% 625,634 $25.4M Add +4.0%
PVAL Putnam Focused LRG Cap Value 4.08% 424,275 $21.6M New
RDVI FT Vest Rising Dividend Achi 3.80% 686,102 $20.2M Add +2.1%
FRDM Freedom 100 Emeging MRKT ETF 3.33% 242,154 $17.7M Add +5.9%
PPH Vaneck Pharmaceutical ETF 3.18% 154,114 $16.9M Add +3.6%
UTES Virtus Reaves Utilities ETF 2.56% 165,841 $13.6M Add +4.4%
SCHD Schwab US DVD Equity ETF 2.52% 420,897 $13.3M Reduce -1.8%
LMBS First Trust Low Duration Opp 2.43% 258,802 $12.9M Add +2.5%
AVDS Avantis Intl SM Cap Eq ETF 1.78% 125,642 $9.5M Add +5.0%
CGCP Cap Group Core Plus Income 1.55% 369,414 $8.2M Reduce -5.5%
AAPL Apple Inc. 1.38% 25,255 $7.3M Reduce -1.6%
HEFA Isha Curr Hedged MSCI Eafe 1.21% 136,491 $6.4M Reduce -2.9%
FPEI First Trust Institutional PR 1.01% 278,397 $5.4M Reduce -38.8%
XMHQ Invesco S&P Midcap Qual ETF 1.00% 46,918 $5.3M Reduce -2.4%
SCHE Schwab Emrg Mrkts Eqty ETF 0.98% 142,657 $5.2M Reduce -3.4%
IHDG Wisdomtree International Hed 0.88% 88,838 $4.7M Reduce -1.3%
HYS PIMCO 0-5 Year H/Y Corp. Bond 0.85% 47,925 $4.5M Add +83.0%
NVDA Nvidia Corp. 0.83% 22,091 $4.4M Add +7.3%
QQQ Invesco QQQ Trust Series 1 0.71% 5,092 $3.7M Reduce -14.2%
AMD Advanced Micro Devices 0.62% 5,649 $3.3M Add +4.5%
JPIB JPMorgan Intl BND ETF 0.59% 65,231 $3.2M Reduce -3.5%
XOM Exxon Mobil Corp. 0.58% 22,406 $3.1M Add +2.0%
AMZN Amazon.com Inc. 0.56% 12,451 $3.0M Add +5.1%
VOO Vanguard S&P 500 ETF 0.56% 4,305 $3.0M Reduce -0.2%
JPST JPMorgan Ultra-Short Income 0.54% 56,637 $2.9M Add +6.7%
MSFT Microsoft Corp. 0.54% 7,627 $2.8M Add +7.5%
WMT Walmart Inc. 0.51% 23,981 $2.7M Add +7.0%
VRIG Invesco Variable Rate Invest 0.50% 105,998 $2.7M Add +26.4%
MU Micron Technology Inc. 0.49% 2,240 $2.6M Add +22.2%
SCHZ Schwab US Aggregate Bond ETF 0.40% 90,885 $2.1M Add +6.1%
OKE Oneok Inc. 0.31% 19,195 $1.7M Reduce -8.3%
IQLT iShares MSCI International Q 0.31% 33,590 $1.7M Reduce -0.2%
XLV SS Health Care Select Sector 0.28% 9,208 $1.5M Add +0.6%
VEA Vanguard Ftse Developed ETF 0.27% 20,208 $1.4M Add +33.4%
GOOG Alphabet Inc. Class C 0.25% 3,772 $1.3M Add +61.7%
SCHM Schwab US Mid Cap ETF 0.25% 35,276 $1.3M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 1,710 $1.3M Add +69.6%
CAT Caterpillar Inc. 0.24% 1,173 $1.2M Reduce -0.3%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.23% 24,223 $1.2M Add +5.6%
TSLA Tesla Inc. 0.22% 2,749 $1.2M Add +8.6%
VTI VG Morningstar TS MKT ETF-US 0.21% 3,071 $1.1M Add +33.8%
BUFZ FT Vest Laddered Moderate Bu 0.21% 40,365 $1.1M Add +30.5%
KR Kroger Co. 0.21% 19,579 $1.1M Reduce -0.1%
EVRG Evergy Inc. 0.20% 12,493 $1.1M Add +4.2%
GOOGL Alphabet Inc. Class A 0.19% 2,822 $1.0M Add +29.6%
META Meta Platforms Inc. Class A 0.19% 1,789 $1.0M Add +2.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.19% 12,249 $987K Add +0.3%
MISL First Trust Indxx Aero & Def 0.18% 21,345 $977K Add +2.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.18% 18,739 $956K Reduce -37.9%
SPSM SS SPDR P S&P 600 Small Cap 0.18% 16,336 $942K Add +1.7%
DE Deere & Co. 0.17% 1,432 $909K Add +0.6%
ACYN FT Lad Autocall Bar Inc. ETF 0.16% 41,425 $861K New
JNJ Johnson & Johnson 0.16% 3,345 $850K Add +4.5%
TSM Taiwan Semiconductor-SP ADR 0.15% 1,675 $800K Add +12.0%
MMM 3M Co. 0.15% 4,909 $795K Add +0.0%
NUE Nucor Corp. 0.15% 3,498 $779K Add +0.1%
BUFR FT Vest Lad Buffervetf-Usd I 0.14% 20,215 $738K Reduce -8.8%
GEV GE Vernova Inc. 0.14% 622 $731K Add +5.6%
DLN Wisdomtree US Largecap Divid 0.14% 7,481 $721K Add +0.2%
PLTR Palantir Technologies Inc. Class A 0.14% 6,168 $720K Add +82.9%
JPM JPMorgan Chase & Co. 0.14% 2,192 $717K Add +27.4%
BAC Bank of America Corp. 0.13% 12,331 $703K Add +0.3%
AVGO Broadcom Inc. 0.13% 1,817 $686K Add +86.0%
LLY Eli Lilly & Co. 0.13% 571 $685K Add +22.0%
XLK SS Technology Select Sector 0.13% 3,588 $684K Add +6.4%
GLD SPDR Gold Shares 0.13% 1,801 $663K Add +0.7%
AVLV Avantis US Large Cap Value 0.12% 7,261 $662K Add +65.1%
PEP Pepsico Inc. 0.12% 4,842 $656K Add +58.2%
FTHI Fthi/First Trust Exchange-TR 0.12% 27,180 $648K Add +10.7%
VB Vanguard Most SM-Cap ETF-Usd 0.12% 2,050 $621K Add +4.8%
BA The Boeing Co. 0.11% 2,748 $595K Add +2.0%
FTXN First Trust Nasdaq Oil & Gas 0.10% 16,524 $552K Add +2.1%
BE Bloom Energy Corp. Class A 0.10% 1,822 $552K Add +0.1%
COST Costco Wholesale Corp. 0.10% 588 $550K Add +64.7%
BOXX Alpha Architect 1-3 MNTH Box 0.10% 4,515 $529K New
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.10% 12,251 $519K No change
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.10% 14,165 $515K Add +48.1%
ABBV Abbvie Inc. 0.09% 1,930 $486K Add +0.2%
MRVL Marvell Technology Inc. 0.09% 1,624 $484K New
LOW Lowe's Cos Inc. 0.09% 2,182 $481K Reduce -4.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.09% 1,955 $475K No change
MRK Merck & Co. Inc. 0.09% 3,627 $466K Add +0.3%
RSP Invesco S&P 500 Equal Weight 0.09% 2,178 $463K Add +92.4%
SMMV iShares MSCI USA Small-Cap M 0.09% 9,942 $458K Add +0.3%
SPCX Space Exploration Techn Class A 0.09% 2,651 $453K New
ALAB Astera Labs Inc. 0.09% 934 $451K New
PANW Palo Alto Networks Inc. 0.08% 1,298 $443K Reduce -4.6%
JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F 0.08% 3,536 $439K Add +0.2%
CVX Chevron Corp. 0.08% 2,637 $437K Add +0.5%
SDY SS SPDR S&P Dividend ETF 0.08% 2,814 $428K Add +0.4%
SCHB Schwab US Broad Market ETF 0.08% 14,690 $425K Add +0.0%
VGT Vanguard Info Tech ETF 0.08% 3,490 $417K Reduce -2.4%
QUAL iShares MSCI USA Quality Fac 0.08% 1,877 $412K Reduce -0.2%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.08% 13,748 $409K Reduce -20.8%

Show all 173 holdings

Portfolio Sells Q1 2026 → Q2 2026
FPEI First Trust Institutional PR Reduce -38.8% 1.01% −1.27
SCHD Schwab US DVD Equity ETF Reduce -1.8% 2.52% −0.96
CGCP Cap Group Core Plus Income Reduce -5.5% 1.55% −0.76
HEFA Isha Curr Hedged MSCI Eafe Reduce -2.9% 1.21% −0.37
AAPL Apple Inc. Reduce -1.6% 1.38% −0.34
XMHQ Invesco S&P Midcap Qual ETF Reduce -2.4% 1.00% −0.32
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -3.4% 0.98% −0.31
SLV iShares Silver Trust Reduce -71.0% 0.06% −0.29
IHDG Wisdomtree International Hed Reduce -1.3% 0.88% −0.27
JPIB JPMorgan Intl BND ETF Reduce -3.5% 0.59% −0.26
JMST JPM Ultra-Short Muni Income Reduce -37.9% 0.18% −0.23
QQQ Invesco QQQ Trust Series 1 Reduce -14.2% 0.71% −0.20
OKE Oneok Inc. Reduce -8.3% 0.31% −0.19
KR Kroger Co. Reduce -0.1% 0.21% −0.17
VOO Vanguard S&P 500 ETF Reduce -0.2% 0.56% −0.12
IQLT iShares MSCI International Q Reduce -0.2% 0.31% −0.10
NFLX Netflix Inc. Reduce -30.5% 0.05% −0.09
FSK FS KKR Capital Corp. Reduce -35.7% 0.06% −0.07
QXO Qxo Inc. Sold out 0.00% −0.06
BUFR FT Vest Lad Buffervetf-Usd I Reduce -8.8% 0.14% −0.06
OXY Occidental Petroleum Corp. Sold out 0.00% −0.06
PSX Phillips 66 Sold out 0.00% −0.05
HON Honeywell International Inc. Sold out 0.00% −0.05
LOW Lowe's Cos Inc. Reduce -4.2% 0.09% −0.05
BUFD FT VST Lad Deep Buf ETF-Usdi Reduce -20.8% 0.08% −0.05
CGMU Cap Group Municipal Income Reduce -23.4% 0.06% −0.05
SCHM Schwab US Mid Cap ETF Reduce -0.1% 0.25% −0.04
DVN Devon Energy Corp. Reduce -0.1% 0.05% −0.04
XLE SS Energy Select Sector Reduce -9.9% 0.04% −0.04
KO The Coca-Cola Co. Reduce -1.5% 0.07% −0.02
ORCL Oracle Corp. Reduce -12.3% 0.04% −0.02
IEFA iShares Core MSCI Eafe ETF Reduce -3.1% 0.06% −0.02
IVV iShares Core S&P 500 ETF Reduce -4.6% 0.07% −0.02
GFEB FT Vest US Equity Moderate B Reduce -1.0% 0.05% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -0.2% 0.08% −0.02
ONB Old National Bancorp Reduce -16.5% 0.04% −0.02
SCHK Schwab 1000 Index ETF Reduce -2.2% 0.05% −0.01
IBM Intl Business Machines Corp. Reduce -0.5% 0.05% −0.01
CGXU Cap Group Intl Focus Reduce -1.0% 0.05% −0.01
VGT Vanguard Info Tech ETF Reduce -2.4% 0.08% −0.00
CAT Caterpillar Inc. Reduce -0.3% 0.24% +0.02
PANW Palo Alto Networks Inc. Reduce -4.6% 0.08% +0.03

Portfolio Buys Q1 2026 → Q2 2026
SPYM Ste STR SPDR PT S&P 500 ETF New 6.48% +6.48
BRIE MFS BR Intl Equity ETF New 5.78% +5.78
PVAL Putnam Focused LRG Cap Value New 4.08% +4.08
AMD Advanced Micro Devices Add +4.5% 0.62% +0.33
MU Micron Technology Inc. Add +22.2% 0.49% +0.32
HYS PIMCO 0-5 Year H/Y Corp. Bond Add +83.0% 0.85% +0.20
ACYN FT Lad Autocall Bar Inc. ETF New 0.16% +0.16
BOXX Alpha Architect 1-3 MNTH Box New 0.10% +0.10
MRVL Marvell Technology Inc. New 0.09% +0.09
SPCX Space Exploration Techn Class A New 0.09% +0.09
ALAB Astera Labs Inc. New 0.09% +0.09
GOOG Alphabet Inc. Class C Add +61.7% 0.25% +0.07
PWR Quanta Services Inc. New 0.07% +0.07
STX Seagate Technology Holdings New 0.07% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +69.6% 0.24% +0.07
V Visa Inc. Class A New 0.06% +0.06
FPX First Trust US Equity Opport New 0.06% +0.06
QEW Invesco QQQ Equal Weight ETF New 0.06% +0.06
MINT PIMCO Enhanced Short Maturit New 0.06% +0.06
VLUE iShares MSCI USA Value Facto New 0.05% +0.05
CRDO Credo Technology Group Holdi New 0.05% +0.05
IJH iShares Core S&P Midcap ETF New 0.05% +0.05
AVGO Broadcom Inc. Add +86.0% 0.13% +0.05
IJR iShares Core S&P Small-Cap E New 0.05% +0.05
MA Mastercard Inc. Class A New 0.05% +0.05
XLSR SS US Sector Rotation New 0.05% +0.05
FHEQ Fidelity Hedged Equity ETF New 0.05% +0.05
CGBL Cap Group Core Balanced New 0.05% +0.05
INTC Intel Corp. New 0.04% +0.04
SPDW Ste STR SPDR PT DW Eu ETF New 0.04% +0.04
TXN Texas Instruments Inc. New 0.04% +0.04
VWO Vanguard Ftse Emerging Marke New 0.04% +0.04
GE General Electric New 0.04% +0.04
VBK Van Morst SML-Cap Gro-Usd Inc. New 0.04% +0.04
HD Home Depot Inc. New 0.04% +0.04
IONQ Ionq Inc. New 0.04% +0.04
PDBC Invesco Optimum Yield Divers New 0.04% +0.04
JEPQ JPM Nasdaq Equity Premium New 0.04% +0.04
DIA SS SPDR Dow Jones Indus Avg New 0.04% +0.04
CSCO Cisco Systems Inc. New 0.04% +0.04
IJJ iShares S&P Mid-Cap 400 Valu New 0.04% +0.04
BE Bloom Energy Corp. Class A Add +0.1% 0.10% +0.04
BUFP Pgim Laddered S&P 500 Buffer New 0.04% +0.04
GEM Goldman Sachs Activebeta Em New 0.04% +0.04
AVLV Avantis US Large Cap Value Add +65.1% 0.12% +0.03
RSP Invesco S&P 500 Equal Weight Add +92.4% 0.09% +0.03
FRDM Freedom 100 Emeging MRKT ETF Add +5.9% 3.33% +0.03
GOOGL Alphabet Inc. Class A Add +29.6% 0.19% +0.02
VTI VG Morningstar TS MKT ETF-US Add +33.8% 0.21% +0.02
SMR Nuscale Power Corp. New 0.02% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 173$530.2MCGGR, QQQM, IDMO, SPYM, BRIE
Q1 2026 138$378.3MCGGR, IDMO, QQQM, BRK.B, FMDE
Q4 2025 125$359.2MCGGR, QQQM, IDMO, BRK.B, FMDE
Q3 2025 115$363.0MCGGR, CGCP, QQQM, IDMO, BRK.B
Q2 2025 108$344.8MCGGR, SCHD, CGCP, QQQM, XMHQ
Q1 2025 101$318.4MSCHD, CGGR, CGCP, QQQM, XMHQ
Q4 2024 97$293.4MSCHD, CGGR, CGCP, QQQM, HEFA
Q3 2024 93$288.2MSCHD, CGGR, CGCP, QQQM, HEFA
Q2 2024 84$256.9MSCHD, CGGR, CGCP, QQQM, HEFA
Q1 2024 82$247.1MSCHD, CGGR, CGCP, HEFA, QQQM