Adamsbrown Wealth Consultants LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Adamsbrown Wealth Consultants LLC reported 125 stock positions worth $359.2 million. Its top holding was Cap Group Growth Equity (CGGR) at 12.9% of the portfolio, followed by Invesco Nasdaq 100 ETF (QQQM, 9.2%) and Invesco S&P International DE (IDMO, 8.5%). Compared with Q3 2025, it opened 12 new positions, sold out of 2, added to 63 and reduced 43. The biggest buy was Invesco S&P International DE (IDMO, shares +13%) and the biggest sale Cap Group Core Plus Income (CGCP, shares −71%).
- Most Recent 13F
- Q2 2026
- Location
- WICHITA, KS
- CIK
- 0001911244
- Portfolio Value
- $359.2M (Q4 2025)
- SEC Filing
- 0001951757-26-000070 ↗ filed Jan 13, 2026
Holdings Value
Holdings 125 stocks · $359.2M
| CGGR Cap Group Growth Equity | 12.87% | 1,039,294 | $46.2M | Reduce -0.3% |
| QQQM Invesco Nasdaq 100 ETF | 9.22% | 130,913 | $33.1M | Reduce -1.0% |
| IDMO Invesco S&P International DE | 8.49% | 548,779 | $30.5M | Add +12.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.72% | 48,040 | $24.1M | Add +6.6% |
| FMDE Fidelity Enhanced Mid Cap Co. | 5.67% | 559,672 | $20.4M | Add +10.9% |
| RDVI FT Vest Rising Dividend Achi | 4.72% | 645,816 | $16.9M | Add +8.5% |
| PPH Vaneck Pharmaceutical ETF | 4.11% | 143,045 | $14.8M | Add +4.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 3.91% | 428,583 | $14.0M | Add +0.8% |
| SCHD Schwab US DVD Equity ETF | 3.46% | 452,880 | $12.4M | Reduce -6.5% |
| UTES Virtus Reaves Utilities ETF | 3.22% | 146,550 | $11.6M | Add +7.4% |
| LMBS First Trust Low Duration Opp | 3.11% | 223,431 | $11.2M | Add +13.9% |
| CGCP Cap Group Core Plus Income | 2.70% | 428,572 | $9.7M | Reduce -70.6% |
| FPEI First Trust Institutional PR | 2.40% | 445,203 | $8.6M | Add +2.0% |
| AAPL Apple Inc. | 1.99% | 26,256 | $7.1M | Add +0.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.71% | 148,161 | $6.1M | Reduce -6.0% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.45% | 50,833 | $5.2M | Reduce -10.5% |
| IHDG Wisdomtree International Hed | 1.31% | 96,638 | $4.7M | Reduce -10.0% |
| NVDA Nvidia Corp. | 1.06% | 20,364 | $3.8M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.06% | 6,181 | $3.8M | Add +23.1% |
| JPIB JPMorgan Intl BND ETF | 0.97% | 71,189 | $3.5M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.90% | 6,651 | $3.2M | Add +0.6% |
| JPST JPMorgan Ultra-Short Income | 0.73% | 51,725 | $2.6M | Reduce -24.8% |
| XOM Exxon Mobil Corp. | 0.72% | 21,382 | $2.6M | Add +0.5% |
| WMT Walmart Inc. | 0.70% | 22,714 | $2.5M | Add +0.0% |
| AMZN Amazon.com Inc. | 0.70% | 10,908 | $2.5M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 0.70% | 4,001 | $2.5M | Add +31.8% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.62% | 23,600 | $2.2M | Add +9.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.60% | 41,973 | $2.1M | Reduce -4.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.50% | 77,207 | $1.8M | Add +8.6% |
| IQLT iShares MSCI International Q | 0.44% | 34,777 | $1.6M | Reduce -3.5% |
| XLV SS Health Care Select Sector | 0.41% | 9,527 | $1.5M | Reduce -1.4% |
| OKE Oneok Inc. | 0.39% | 19,141 | $1.4M | Add +6.4% |
| EVRG Evergy Inc. | 0.38% | 18,730 | $1.4M | Reduce -2.4% |
| KR Kroger Co. | 0.34% | 19,527 | $1.2M | Reduce -2.3% |
| AMD Advanced Micro Devices | 0.32% | 5,407 | $1.2M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.31% | 1,698 | $1.1M | Reduce -10.7% |
| SCHM Schwab US Mid Cap ETF | 0.30% | 35,372 | $1.1M | Add +0.3% |
| VRIG Invesco Variable Rate Invest | 0.28% | 40,590 | $1.0M | Add +81.0% |
| TSLA Tesla Inc. | 0.27% | 2,155 | $969K | Reduce -0.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.26% | 21,567 | $941K | Add +33.5% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 14,968 | $935K | Reduce -0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 3,035 | $881K | Reduce -0.4% |
| MISL First Trust Indxx Aero & Def | 0.24% | 20,517 | $878K | Add +0.0% |
| SLV iShares Silver Trust | 0.24% | 13,229 | $852K | Add +138.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 1,242 | $847K | Add +104.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 2,527 | $847K | Add +13.8% |
| MMM 3M Co. | 0.22% | 4,980 | $797K | Add +0.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.21% | 15,933 | $747K | Reduce -2.6% |
| FSK FS KKR Capital Corp. | 0.20% | 49,018 | $726K | Reduce -3.5% |
| DLN Wisdomtree US Largecap Divid | 0.19% | 7,834 | $690K | Reduce -0.4% |
| BUFZ FT Vest Laddered Moderate Bu | 0.19% | 25,500 | $677K | Add +38.7% |
| DE Deere & Co. | 0.18% | 1,420 | $661K | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.18% | 1,127 | $645K | Add +0.5% |
| JNJ Johnson & Johnson | 0.18% | 3,070 | $635K | Add +0.6% |
| GLD SPDR Gold Shares | 0.18% | 1,594 | $632K | Add +20.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 11,453 | $630K | Add +2.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.17% | 18,116 | $621K | Add +2.0% |
| BA The Boeing Co. | 0.17% | 2,748 | $597K | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,716 | $553K | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.15% | 19,436 | $549K | Add +77.6% |
| NUE Nucor Corp. | 0.15% | 3,348 | $546K | Reduce -23.0% |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,708 | $535K | Add +0.9% |
| LOW Lowe's Cos Inc. | 0.15% | 2,202 | $531K | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.15% | 1,683 | $528K | Reduce -5.1% |
| BITB Bitwise Bitcoin ETF | 0.15% | 11,031 | $525K | Add +11.3% |
| CGMU Cap Group Municipal Income | 0.14% | 18,694 | $512K | Add +46.7% |
| XLK SS Technology Select Sector | 0.14% | 3,417 | $492K | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,904 | $491K | Reduce -1.6% |
| NFLX Netflix Inc. | 0.13% | 5,127 | $481K | No change |
| FTHI Fthi/First Trust Exchange-TR | 0.13% | 20,018 | $473K | New |
| LLY Eli Lilly & Co. | 0.13% | 433 | $466K | Add +5.9% |
| PEP Pepsico Inc. | 0.12% | 2,998 | $430K | Reduce -2.8% |
| SMMV iShares MSCI USA Small-Cap M | 0.12% | 9,882 | $428K | Reduce -2.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 1,399 | $425K | Reduce -2.0% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.12% | 12,251 | $425K | Add +1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.12% | 2,987 | $416K | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.12% | 1,809 | $413K | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,936 | $410K | No change |
| ORCL Oracle Corp. | 0.11% | 2,044 | $398K | Add +12.0% |
| MU Micron Technology Inc. | 0.11% | 1,392 | $397K | Add +1.7% |
| SCHB Schwab US Broad Market ETF | 0.11% | 15,067 | $395K | Add +5.1% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.11% | 3,538 | $384K | Reduce -9.5% |
| GEV GE Vernova Inc. | 0.11% | 586 | $383K | Reduce -0.2% |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 1,878 | $373K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.10% | 3,498 | $368K | Add +0.7% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 10,908 | $356K | Add +0.6% |
| KO The Coca-Cola Co. | 0.10% | 5,085 | $355K | Add +2.2% |
| VGT Vanguard Info Tech ETF | 0.10% | 468 | $353K | No change |
| WFC Wells Fargo & Co. | 0.10% | 3,756 | $350K | Add +50.5% |
| FBTC Fidelity Wise Origin Bitcoin | 0.10% | 4,589 | $350K | Add +12.4% |
| GBIL Goldman Sachs Access Treasur | 0.09% | 3,372 | $337K | Reduce -30.8% |
| AVGO Broadcom Inc. | 0.09% | 960 | $332K | Add +22.0% |
| AVLV Avantis US Large Cap Value | 0.09% | 4,386 | $332K | Add +0.4% |
| CVX Chevron Corp. | 0.09% | 2,158 | $329K | Add +20.6% |
| ECL Ecolab Inc. | 0.09% | 1,209 | $317K | Reduce -0.1% |
| ITA iShares U.S. Aerospace & Def | 0.08% | 1,354 | $291K | New |
| COST Costco Wholesale Corp. | 0.08% | 335 | $289K | Add +3.7% |
| XLF SS Financial Select Sector | 0.08% | 5,212 | $285K | Add +12.9% |
| LMT Lockheed Martin Corp. | 0.08% | 577 | $279K | Reduce -6.5% |
| GFEB FT Vest US Equity Moderate B | 0.08% | 6,672 | $277K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| CGCP Cap Group Core Plus Income | Reduce -70.6% | 2.70% | −6.42 |
| JPST JPMorgan Ultra-Short Income | Reduce -24.8% | 0.73% | −0.23 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -10.5% | 1.45% | −0.19 |
| SCHD Schwab US DVD Equity ETF | Reduce -6.5% | 3.46% | −0.18 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -10.7% | 0.31% | −0.07 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.06 |
| IHDG Wisdomtree International Hed | Reduce -10.0% | 1.31% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -30.8% | 0.09% | −0.04 |
| KR Kroger Co. | Reduce -2.3% | 0.34% | −0.03 |
| EVRG Evergy Inc. | Reduce -2.4% | 0.38% | −0.02 |
| JMST JPM Ultra-Short Muni Income | Reduce -4.1% | 0.60% | −0.02 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -6.0% | 1.71% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -13.7% | 0.07% | −0.01 |
| NUE Nucor Corp. | Reduce -23.0% | 0.15% | −0.01 |
| JPME JPM Diver Ret US MC Equity | Reduce -9.5% | 0.11% | −0.01 |
| FSCO FS Credit Opportunities Corp. | Reduce -20.4% | 0.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -5.4% | 0.07% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -6.5% | 0.08% | −0.01 |
| FSK FS KKR Capital Corp. | Reduce -3.5% | 0.20% | −0.01 |
| JPIB JPMorgan Intl BND ETF | Reduce -1.0% | 0.97% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 0.15% | −0.01 |
| XLE SS Energy Select Sector | Reduce -10.4% | 0.06% | −0.01 |
| ECL Ecolab Inc. | Reduce -0.1% | 0.09% | −0.00 |
| BA The Boeing Co. | Reduce -3.2% | 0.17% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.0% | 0.12% | −0.00 |
| SMMV iShares MSCI USA Small-Cap M | Reduce -2.9% | 0.12% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.4% | 0.25% | −0.00 |
| ONB Old National Bancorp | Reduce -4.1% | 0.07% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.6% | 0.21% | −0.00 |
| PEP Pepsico Inc. | Reduce -2.8% | 0.12% | +0.00 |
| IQLT iShares MSCI International Q | Reduce -3.5% | 0.44% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.6% | 0.14% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 0.08% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.4% | 0.07% | +0.00 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.4% | 0.19% | +0.00 |
| DE Deere & Co. | Reduce -0.3% | 0.18% | +0.00 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.27% | +0.00 |
| GEV GE Vernova Inc. | Reduce -0.2% | 0.11% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.0% | 0.12% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.9% | 0.26% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -5.1% | 0.15% | +0.03 |
| XLV SS Health Care Select Sector | Reduce -1.4% | 0.41% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -1.0% | 9.22% | +0.22 |
| CGGR Cap Group Growth Equity | Reduce -0.3% | 12.87% | +0.25 |
Portfolio Buys Q3 2025 → Q4 2025
| IDMO Invesco S&P International DE | Add +12.6% | 8.49% | +1.24 |
| PPH Vaneck Pharmaceutical ETF | Add +4.5% | 4.11% | +0.70 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +10.9% | 5.67% | +0.64 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.6% | 6.72% | +0.48 |
| RDVI FT Vest Rising Dividend Achi | Add +8.5% | 4.72% | +0.48 |
| LMBS First Trust Low Duration Opp | Add +13.9% | 3.11% | +0.42 |
| QQQ Invesco QQQ Trust Series 1 | Add +23.1% | 1.06% | +0.23 |
| VOO Vanguard S&P 500 ETF | Add +31.8% | 0.70% | +0.19 |
| SLV iShares Silver Trust | Add +138.0% | 0.24% | +0.17 |
| AAPL Apple Inc. | Add +0.4% | 1.99% | +0.15 |
| FTHI Fthi/First Trust Exchange-TR | New | 0.13% | +0.13 |
| VRIG Invesco Variable Rate Invest | Add +81.0% | 0.28% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +104.6% | 0.24% | +0.12 |
| UTES Virtus Reaves Utilities ETF | Add +7.4% | 3.22% | +0.08 |
| AMD Advanced Micro Devices | Add +0.2% | 0.32% | +0.08 |
| ITA iShares U.S. Aerospace & Def | New | 0.08% | +0.08 |
| FPEI First Trust Institutional PR | Add +2.0% | 2.40% | +0.08 |
| CPRY Clmos R 2000 S A P ETF - Jan | New | 0.08% | +0.08 |
| CPSD CLMS S&P STR Alt Dec | New | 0.08% | +0.08 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | New | 0.08% | +0.08 |
| CGDV Cap Group Dividend Value | Add +33.5% | 0.26% | +0.07 |
| CPSR Cal S&P 500 St Alt P ETF - M | New | 0.07% | +0.07 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +77.6% | 0.15% | +0.07 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.07% | +0.07 |
| WMT Walmart Inc. | Add +0.0% | 0.70% | +0.06 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.06% | +0.06 |
| UCON First Trust Smith Unconstrai | New | 0.06% | +0.06 |
| CGXU Cap Group Intl Focus | New | 0.06% | +0.06 |
| BUFZ FT Vest Laddered Moderate Bu | Add +38.7% | 0.19% | +0.06 |
| QXO Qxo Inc. | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.72% | +0.06 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +9.4% | 0.62% | +0.05 |
| AMZN Amazon.com Inc. | Add +2.0% | 0.70% | +0.05 |
| MU Micron Technology Inc. | Add +1.7% | 0.11% | +0.05 |
| GLD SPDR Gold Shares | Add +20.9% | 0.18% | +0.05 |
| CGMU Cap Group Municipal Income | Add +46.7% | 0.14% | +0.05 |
| LLY Eli Lilly & Co. | Add +5.9% | 0.13% | +0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Add +8.6% | 0.50% | +0.04 |
| WFC Wells Fargo & Co. | Add +50.5% | 0.10% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 0.15% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.8% | 0.24% | +0.04 |
| CAT Caterpillar Inc. | Add +0.5% | 0.18% | +0.03 |
| OKE Oneok Inc. | Add +6.4% | 0.39% | +0.03 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.10% | +0.02 |
| AVGO Broadcom Inc. | Add +22.0% | 0.09% | +0.02 |
| JNJ Johnson & Johnson | Add +0.6% | 0.18% | +0.02 |
| BAC Bank of America Corp. | Add +2.7% | 0.18% | +0.02 |
| NUAI New Era Energy & Digital Inc. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +20.6% | 0.09% | +0.01 |
| NVDA Nvidia Corp. | Add +0.4% | 1.06% | +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 |