Adamsbrown Wealth Consultants LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Adamsbrown Wealth Consultants LLC reported 108 stock positions worth $344.8 million. Its top holding was Cap Group Growth Equity (CGGR) at 12.1% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 8.7%) and Cap Group Core Plus Income (CGCP, 8.2%). Compared with Q1 2025, it opened 12 new positions, sold out of 5, added to 51 and reduced 37. The biggest buy was Cap Group Growth Equity (CGGR, shares +12%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- WICHITA, KS
- CIK
- 0001911244
- Portfolio Value
- $344.8M (Q2 2025)
- SEC Filing
- 0001951757-25-000571 ↗ filed Jul 8, 2025
Holdings Value
Holdings 108 stocks · $344.8M
| CGGR Cap Group Growth Equity | 12.14% | 1,029,371 | $41.8M | Add +12.2% |
| SCHD Schwab US DVD Equity ETF | 8.70% | 1,131,527 | $30.0M | Reduce -29.6% |
| CGCP Cap Group Core Plus Income | 8.23% | 1,261,494 | $28.4M | Add +3.6% |
| QQQM Invesco Nasdaq 100 ETF | 7.93% | 120,385 | $27.3M | Add +7.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 6.38% | 224,089 | $22.0M | Add +12.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 5.71% | 518,397 | $19.7M | Add +5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.09% | 36,130 | $17.6M | Add +65.9% |
| PPH Vaneck Pharmaceutical ETF | 5.00% | 195,976 | $17.2M | Add +12.1% |
| FPEI First Trust Institutional PR | 4.75% | 863,024 | $16.4M | Add +4.7% |
| IHDG Wisdomtree International Hed | 4.59% | 351,001 | $15.8M | Reduce -1.2% |
| RDVI FT Vest Rising Dividend Achi | 3.88% | 541,004 | $13.4M | Add +15.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.58% | 409,084 | $12.3M | Reduce -4.6% |
| LMBS First Trust Low Duration Opp | 1.60% | 111,893 | $5.5M | Add +13.5% |
| AAPL Apple Inc. | 1.58% | 26,501 | $5.4M | Add +0.3% |
| JPIB JPMorgan Intl BND ETF | 1.09% | 77,520 | $3.8M | Reduce -14.3% |
| MSFT Microsoft Corp. | 0.92% | 6,403 | $3.2M | Add +2.8% |
| JPST JPMorgan Ultra-Short Income | 0.92% | 62,414 | $3.2M | Add +37.5% |
| NVDA Nvidia Corp. | 0.90% | 19,707 | $3.1M | Add +2.3% |
| IDMO Invesco S&P International DE | 0.83% | 55,602 | $2.8M | Add +12.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 5,053 | $2.8M | Add +6.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.66% | 44,790 | $2.3M | Reduce -15.6% |
| XOM Exxon Mobil Corp. | 0.66% | 21,140 | $2.3M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 0.65% | 10,250 | $2.2M | Add +7.1% |
| WMT Walmart Inc. | 0.64% | 22,526 | $2.2M | Add +3.5% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.55% | 19,823 | $1.9M | Add +10.2% |
| IQLT iShares MSCI International Q | 0.48% | 38,353 | $1.7M | Reduce -13.2% |
| XLV SS Health Care Select Sector | 0.44% | 11,321 | $1.5M | Reduce -17.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.43% | 63,474 | $1.5M | Add +4.3% |
| KR Kroger Co. | 0.42% | 20,011 | $1.4M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.41% | 2,502 | $1.4M | Reduce -4.3% |
| OKE Oneok Inc. | 0.40% | 17,028 | $1.4M | Add +11.0% |
| EVRG Evergy Inc. | 0.40% | 19,910 | $1.4M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.38% | 1,788 | $1.3M | Reduce -1.4% |
| FSK FS KKR Capital Corp. | 0.31% | 51,095 | $1.1M | Reduce -2.4% |
| SCHM Schwab US Mid Cap ETF | 0.30% | 36,567 | $1.0M | Reduce -0.6% |
| TSLA Tesla Inc. | 0.29% | 3,124 | $992K | Add +9.7% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 14,988 | $854K | Add +4.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 2,955 | $827K | Add +7.7% |
| MMM 3M Co. | 0.22% | 4,965 | $756K | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.22% | 5,316 | $754K | Reduce -2.1% |
| DE Deere & Co. | 0.21% | 1,422 | $723K | Add +14.4% |
| MISL First Trust Indxx Aero & Def | 0.21% | 19,116 | $714K | Add +3.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.21% | 16,600 | $707K | Add +0.3% |
| NFLX Netflix Inc. | 0.20% | 505 | $676K | Reduce -0.4% |
| DLN Wisdomtree US Largecap Divid | 0.19% | 7,858 | $645K | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 2,119 | $644K | Reduce -7.2% |
| VRIG Invesco Variable Rate Invest | 0.17% | 22,735 | $570K | Reduce -8.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.16% | 17,760 | $565K | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 11,282 | $534K | Add +6.3% |
| BA The Boeing Co. | 0.15% | 2,416 | $506K | Add +5.9% |
| LOW Lowe's Cos Inc. | 0.14% | 2,220 | $492K | Reduce -0.4% |
| FLTR Vaneck Ig Floating Rate ETF | 0.14% | 19,141 | $488K | No change |
| GBIL Goldman Sachs Access Treasur | 0.14% | 4,873 | $488K | No change |
| JPM JPMorgan Chase & Co. | 0.14% | 1,611 | $467K | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.13% | 3,023 | $462K | Add +2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 1,904 | $451K | Reduce -2.6% |
| BITB Bitwise Bitcoin ETF | 0.13% | 7,517 | $440K | Add +33.5% |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 3,199 | $434K | Reduce -8.3% |
| XLK SS Technology Select Sector | 0.12% | 1,684 | $426K | Reduce -1.6% |
| SMMV iShares MSCI USA Small-Cap M | 0.12% | 10,141 | $426K | Reduce -0.7% |
| PEP Pepsico Inc. | 0.12% | 3,198 | $422K | Reduce -26.8% |
| CAT Caterpillar Inc. | 0.12% | 1,069 | $415K | New |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.12% | 3,955 | $410K | Add +0.0% |
| GLD SPDR Gold Shares | 0.12% | 1,307 | $398K | Reduce -2.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.11% | 12,064 | $386K | Add +46.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,957 | $382K | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 604 | $373K | Reduce -23.9% |
| KO The Coca-Cola Co. | 0.10% | 5,080 | $359K | Add +8.8% |
| ORCL Oracle Corp. | 0.10% | 1,573 | $344K | Reduce -0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 1,872 | $342K | Add +0.2% |
| SCHB Schwab US Broad Market ETF | 0.10% | 14,354 | $342K | No change |
| ABBV Abbvie Inc. | 0.10% | 1,827 | $339K | Add +1.4% |
| ECL Ecolab Inc. | 0.09% | 1,207 | $325K | No change |
| COST Costco Wholesale Corp. | 0.09% | 328 | $325K | Add +32.8% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.09% | 12,720 | $324K | No change |
| SCHG Schwab US Large-Cap Growth | 0.09% | 10,834 | $316K | Add +0.1% |
| VGT Vanguard Info Tech ETF | 0.09% | 468 | $310K | Reduce -3.1% |
| GEV GE Vernova Inc. | 0.09% | 584 | $309K | New |
| GOOG Alphabet Inc. Class C | 0.09% | 1,706 | $303K | Reduce -1.6% |
| AVLV Avantis US Large Cap Value | 0.09% | 4,359 | $297K | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 2,365 | $293K | Add +0.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.08% | 3,106 | $292K | New |
| CGMU Cap Group Municipal Income | 0.08% | 10,799 | $288K | Add +0.8% |
| PG The Procter & Gamble Co. | 0.08% | 1,773 | $282K | Add +9.4% |
| LMT Lockheed Martin Corp. | 0.08% | 608 | $282K | Reduce -3.2% |
| MRK Merck & Co. Inc. | 0.08% | 3,395 | $269K | Add +10.0% |
| CVX Chevron Corp. | 0.08% | 1,822 | $261K | Reduce -1.8% |
| GFEB FT Vest US Equity Moderate B | 0.08% | 6,672 | $260K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 870 | $256K | New |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,452 | $256K | New |
| FTXN First Trust Nasdaq Oil & Gas | 0.07% | 9,357 | $255K | Add +11.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.07% | 1,110 | $251K | Reduce -43.0% |
| BUFZ FT Vest Laddered Moderate Bu | 0.07% | 9,958 | $248K | Add +5.3% |
| URI United Rentals Inc. | 0.07% | 322 | $242K | New |
| ONB Old National Bancorp | 0.07% | 10,981 | $234K | Add +0.7% |
| LLY Eli Lilly & Co. | 0.07% | 299 | $233K | Add +1.4% |
| DVN Devon Energy Corp. | 0.07% | 7,180 | $228K | Reduce -25.8% |
| IVV iShares Core S&P 500 ETF | 0.07% | 366 | $227K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 2,630 | $220K | New |
| V Visa Inc. Class A | 0.06% | 600 | $213K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SCHD Schwab US DVD Equity ETF | Reduce -29.6% | 8.70% | −5.42 |
| JPIB JPMorgan Intl BND ETF | Reduce -14.3% | 1.09% | −0.27 |
| IHDG Wisdomtree International Hed | Reduce -1.2% | 4.59% | −0.26 |
| JMST JPM Ultra-Short Muni Income | Reduce -15.6% | 0.66% | −0.19 |
| XLV SS Health Care Select Sector | Reduce -17.2% | 0.44% | −0.18 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -4.6% | 3.58% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.66% | −0.13 |
| PEP Pepsico Inc. | Reduce -26.8% | 0.12% | −0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.07 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Sold out | 0.00% | −0.07 |
| IQLT iShares MSCI International Q | Reduce -13.2% | 0.48% | −0.07 |
| COP Conocophillips | Sold out | 0.00% | −0.07 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.07 |
| DVN Devon Energy Corp. | Reduce -25.8% | 0.07% | −0.05 |
| EVRG Evergy Inc. | Reduce -1.2% | 0.40% | −0.04 |
| FSK FS KKR Capital Corp. | Reduce -2.4% | 0.31% | −0.04 |
| VRIG Invesco Variable Rate Invest | Reduce -8.9% | 0.17% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -23.9% | 0.11% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -43.0% | 0.07% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -8.3% | 0.13% | −0.02 |
| CVX Chevron Corp. | Reduce -1.8% | 0.08% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 0.14% | −0.02 |
| KR Kroger Co. | Reduce -2.4% | 0.42% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -7.9% | 0.06% | −0.01 |
| MMM 3M Co. | Reduce -0.3% | 0.22% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.2% | 0.19% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -4.3% | 0.41% | −0.01 |
| SMMV iShares MSCI USA Small-Cap M | Reduce -0.7% | 0.12% | −0.01 |
| BTG B2GOLD Corp. | Sold out | 0.00% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -3.2% | 0.08% | −0.01 |
| GLD SPDR Gold Shares | Reduce -2.2% | 0.12% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.6% | 0.13% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.6% | 0.30% | −0.01 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.5% | 0.16% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 0.09% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -3.1% | 0.09% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 0.14% | +0.01 |
| XLK SS Technology Select Sector | Reduce -1.6% | 0.12% | +0.01 |
| ORCL Oracle Corp. | Reduce -0.7% | 0.10% | +0.03 |
| AMD Advanced Micro Devices | Reduce -2.1% | 0.22% | +0.04 |
| NFLX Netflix Inc. | Reduce -0.4% | 0.20% | +0.05 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 0.38% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| CGGR Cap Group Growth Equity | Add +12.2% | 12.14% | +2.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +65.9% | 5.09% | +1.45 |
| QQQM Invesco Nasdaq 100 ETF | Add +7.3% | 7.93% | +1.12 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +12.2% | 6.38% | +0.64 |
| RDVI FT Vest Rising Dividend Achi | Add +15.4% | 3.88% | +0.38 |
| NVDA Nvidia Corp. | Add +2.3% | 0.90% | +0.25 |
| JPST JPMorgan Ultra-Short Income | Add +37.5% | 0.92% | +0.20 |
| MSFT Microsoft Corp. | Add +2.8% | 0.92% | +0.19 |
| IDMO Invesco S&P International DE | Add +12.9% | 0.83% | +0.14 |
| CAT Caterpillar Inc. | New | 0.12% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.1% | 0.81% | +0.11 |
| GEV GE Vernova Inc. | New | 0.09% | +0.09 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +5.2% | 5.71% | +0.09 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | Add +7.1% | 0.65% | +0.08 |
| LMBS First Trust Low Duration Opp | Add +13.5% | 1.60% | +0.08 |
| IBM Intl Business Machines Corp. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | New | 0.07% | +0.07 |
| URI United Rentals Inc. | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | New | 0.07% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.06% | +0.06 |
| SCHK Schwab 1000 Index ETF | New | 0.06% | +0.06 |
| SCHF Schwab Intl Equity ETF | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +9.7% | 0.29% | +0.06 |
| BITB Bitwise Bitcoin ETF | Add +33.5% | 0.13% | +0.05 |
| WMT Walmart Inc. | Add +3.5% | 0.64% | +0.04 |
| CGGO Cap Group Global Growth | Add +46.6% | 0.11% | +0.04 |
| MISL First Trust Indxx Aero & Def | Add +3.1% | 0.21% | +0.03 |
| DE Deere & Co. | Add +14.4% | 0.21% | +0.03 |
| BA The Boeing Co. | Add +5.9% | 0.15% | +0.02 |
| COST Costco Wholesale Corp. | Add +32.8% | 0.09% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +4.9% | 0.25% | +0.02 |
| ELA Envela Corp. | New | 0.02% | +0.02 |
| GPRE Green Plains Inc. | New | 0.02% | +0.02 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +10.2% | 0.55% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.7% | 0.24% | +0.02 |
| BAC Bank of America Corp. | Add +6.3% | 0.15% | +0.02 |
| DIS The Walt Disney Co. | Add +0.8% | 0.09% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.09% | +0.01 |
| BUFZ FT Vest Laddered Moderate Bu | Add +5.3% | 0.07% | +0.00 |
| KO The Coca-Cola Co. | Add +8.8% | 0.10% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +0.2% | 0.10% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.1% | 0.11% | −0.00 |
| AVLV Avantis US Large Cap Value | Add +0.4% | 0.09% | −0.00 |
| ONB Old National Bancorp | Add +0.7% | 0.07% | −0.00 |
| PG The Procter & Gamble Co. | Add +9.4% | 0.08% | −0.00 |
| ET Energy Transfer LP | Add +1.6% | 0.06% | −0.01 |
| FTXN First Trust Nasdaq Oil & Gas | Add +11.8% | 0.07% | −0.01 |
| JPME JPM Diver Ret US MC Equity | Add +0.0% | 0.12% | −0.01 |
| CGMU Cap Group Municipal Income | Add +0.8% | 0.08% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 173 | $530.2M | CGGR, QQQM, IDMO, SPYM, BRIE |
| Q1 2026 | 138 | $378.3M | CGGR, IDMO, QQQM, BRK.B, FMDE |
| Q4 2025 | 125 | $359.2M | CGGR, QQQM, IDMO, BRK.B, FMDE |
| Q3 2025 | 115 | $363.0M | CGGR, CGCP, QQQM, IDMO, BRK.B |
| Q2 2025 | 108 | $344.8M | CGGR, SCHD, CGCP, QQQM, XMHQ |
| Q1 2025 | 101 | $318.4M | SCHD, CGGR, CGCP, QQQM, XMHQ |
| Q4 2024 | 97 | $293.4M | SCHD, CGGR, CGCP, QQQM, HEFA |
| Q3 2024 | 93 | $288.2M | SCHD, CGGR, CGCP, QQQM, HEFA |
| Q2 2024 | 84 | $256.9M | SCHD, CGGR, CGCP, QQQM, HEFA |
| Q1 2024 | 82 | $247.1M | SCHD, CGGR, CGCP, HEFA, QQQM |