Adamsbrown Wealth Consultants LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Adamsbrown Wealth Consultants LLC reported 138 stock positions worth $378.3 million. Its top holding was Cap Group Growth Equity (CGGR) at 11.4% of the portfolio, followed by Invesco S&P International DE (IDMO, 8.6%) and Invesco Nasdaq 100 ETF (QQQM, 8.5%). Compared with Q4 2025, it opened 19 new positions, sold out of 6, added to 74 and reduced 35. The biggest buy was a new position in Freedom 100 Emeging MRKT ETF (FRDM) and the biggest sale Schwab Emrg Mrkts Eqty ETF (SCHE, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- WICHITA, KS
- CIK
- 0001911244
- Portfolio Value
- $378.3M (Q1 2026)
- SEC Filing
- 0001951757-26-000604 ↗ filed Apr 15, 2026
Holdings Value
Holdings 138 stocks · $378.3M
| CGGR Cap Group Growth Equity | 11.45% | 1,077,772 | $43.3M | Add +3.7% |
| IDMO Invesco S&P International DE | 8.62% | 594,609 | $32.6M | Add +8.3% |
| QQQM Invesco Nasdaq 100 ETF | 8.49% | 135,246 | $32.1M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.43% | 50,787 | $24.3M | Add +5.7% |
| FMDE Fidelity Enhanced Mid Cap Co. | 5.72% | 601,489 | $21.6M | Add +7.5% |
| RDVI FT Vest Rising Dividend Achi | 4.54% | 671,774 | $17.2M | Add +4.0% |
| PPH Vaneck Pharmaceutical ETF | 4.09% | 148,811 | $15.5M | Add +4.0% |
| SCHD Schwab US DVD Equity ETF | 3.48% | 428,752 | $13.2M | Reduce -5.3% |
| UTES Virtus Reaves Utilities ETF | 3.36% | 158,906 | $12.7M | Add +8.4% |
| LMBS First Trust Low Duration Opp | 3.32% | 252,406 | $12.6M | Add +13.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 3.30% | 228,637 | $12.5M | New |
| CGCP Cap Group Core Plus Income | 2.31% | 390,884 | $8.7M | Reduce -8.8% |
| FPEI First Trust Institutional PR | 2.29% | 455,046 | $8.6M | Add +2.2% |
| AVDS Avantis Intl SM Cap Eq ETF | 2.27% | 119,677 | $8.6M | New |
| AAPL Apple Inc. | 1.72% | 25,654 | $6.5M | Reduce -2.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.58% | 140,570 | $6.0M | Reduce -5.1% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.31% | 48,091 | $5.0M | Reduce -5.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.29% | 147,688 | $4.9M | Reduce -65.5% |
| IHDG Wisdomtree International Hed | 1.15% | 89,990 | $4.3M | Reduce -6.9% |
| XOM Exxon Mobil Corp. | 0.98% | 21,963 | $3.7M | Add +2.7% |
| NVDA Nvidia Corp. | 0.95% | 20,590 | $3.6M | Add +1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.90% | 5,931 | $3.4M | Reduce -4.0% |
| JPIB JPMorgan Intl BND ETF | 0.85% | 67,573 | $3.2M | Reduce -5.1% |
| WMT Walmart Inc. | 0.74% | 22,409 | $2.8M | Reduce -1.3% |
| JPST JPMorgan Ultra-Short Income | 0.71% | 53,101 | $2.7M | Add +2.7% |
| MSFT Microsoft Corp. | 0.69% | 7,096 | $2.6M | Add +6.7% |
| VOO Vanguard S&P 500 ETF | 0.68% | 4,315 | $2.6M | Add +7.8% |
| AMZN Amazon.com Inc. | 0.65% | 11,847 | $2.5M | Add +8.6% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.65% | 26,190 | $2.4M | Add +11.0% |
| VRIG Invesco Variable Rate Invest | 0.56% | 83,881 | $2.1M | Add +106.7% |
| SCHZ Schwab US Aggregate Bond ETF | 0.53% | 85,625 | $2.0M | Add +10.9% |
| OKE Oneok Inc. | 0.50% | 20,936 | $1.9M | Add +9.4% |
| IQLT iShares MSCI International Q | 0.41% | 33,672 | $1.6M | Reduce -3.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 30,160 | $1.5M | Reduce -28.1% |
| KR Kroger Co. | 0.37% | 19,592 | $1.4M | Add +0.3% |
| XLV SS Health Care Select Sector | 0.35% | 9,150 | $1.3M | Reduce -4.0% |
| SLV iShares Silver Trust | 0.34% | 18,977 | $1.3M | Add +43.5% |
| AMD Advanced Micro Devices | 0.29% | 5,404 | $1.1M | Reduce -0.1% |
| SCHM Schwab US Mid Cap ETF | 0.29% | 35,313 | $1.1M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.26% | 1,743 | $997K | Add +2.6% |
| EVRG Evergy Inc. | 0.26% | 11,987 | $982K | Reduce -36.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.26% | 22,940 | $976K | Add +6.4% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 15,151 | $971K | Add +1.2% |
| TSLA Tesla Inc. | 0.25% | 2,532 | $941K | Add +17.5% |
| MISL First Trust Indxx Aero & Def | 0.25% | 20,769 | $929K | Add +1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 3,054 | $877K | Add +0.6% |
| CAT Caterpillar Inc. | 0.22% | 1,176 | $833K | Add +4.3% |
| BUFZ FT Vest Laddered Moderate Bu | 0.21% | 30,929 | $813K | Add +21.3% |
| DE Deere & Co. | 0.21% | 1,424 | $802K | Add +0.3% |
| JNJ Johnson & Johnson | 0.21% | 3,201 | $783K | Add +4.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.21% | 16,070 | $777K | Add +0.9% |
| GLD SPDR Gold Shares | 0.20% | 1,789 | $770K | Add +12.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.20% | 22,178 | $749K | Add +22.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 2,295 | $736K | Reduce -9.2% |
| MMM 3M Co. | 0.19% | 4,907 | $713K | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,333 | $669K | Add +38.6% |
| DLN Wisdomtree US Largecap Divid | 0.18% | 7,467 | $667K | Reduce -4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 1,008 | $655K | Reduce -18.8% |
| GOOGL Alphabet Inc. Class A | 0.17% | 2,178 | $626K | Add +27.5% |
| FTXN First Trust Nasdaq Oil & Gas | 0.17% | 16,180 | $625K | Add +70.5% |
| MU Micron Technology Inc. | 0.16% | 1,833 | $619K | Add +31.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 12,294 | $599K | Add +7.3% |
| NUE Nucor Corp. | 0.16% | 3,496 | $591K | Add +4.4% |
| FTHI Fthi/First Trust Exchange-TR | 0.15% | 24,547 | $563K | Add +22.6% |
| NFLX Netflix Inc. | 0.15% | 5,748 | $553K | Add +12.1% |
| CVX Chevron Corp. | 0.14% | 2,625 | $543K | Add +21.6% |
| LOW Lowe's Cos Inc. | 0.14% | 2,277 | $538K | Add +3.4% |
| BA The Boeing Co. | 0.14% | 2,694 | $536K | Reduce -2.0% |
| GEV GE Vernova Inc. | 0.14% | 589 | $514K | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,957 | $512K | Add +2.8% |
| FSK FS KKR Capital Corp. | 0.13% | 50,014 | $509K | Add +2.0% |
| JPM JPMorgan Chase & Co. | 0.13% | 1,720 | $506K | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 1,496 | $506K | Add +6.9% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 3,372 | $493K | Add +138.1% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.13% | 17,348 | $486K | Reduce -10.7% |
| PEP Pepsico Inc. | 0.13% | 3,060 | $475K | Add +2.1% |
| XLK SS Technology Select Sector | 0.12% | 3,373 | $448K | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.11% | 3,615 | $435K | Add +3.3% |
| SMMV iShares MSCI USA Small-Cap M | 0.11% | 9,915 | $432K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.11% | 468 | $430K | Add +8.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 1,955 | $425K | Add +1.0% |
| ABBV Abbvie Inc. | 0.11% | 1,926 | $419K | Add +6.5% |
| CGMU Cap Group Municipal Income | 0.11% | 15,266 | $414K | Reduce -18.3% |
| BITB Bitwise Bitcoin ETF | 0.11% | 11,184 | $412K | Add +1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 2,802 | $409K | Reduce -6.2% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.11% | 12,251 | $409K | No change |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.11% | 3,530 | $404K | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.10% | 4,961 | $377K | Reduce -2.4% |
| LMT Lockheed Martin Corp. | 0.10% | 619 | $374K | Add +7.3% |
| SCHB Schwab US Broad Market ETF | 0.10% | 14,689 | $369K | Reduce -2.5% |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 1,880 | $361K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.09% | 357 | $356K | Add +6.6% |
| AVLV Avantis US Large Cap Value | 0.09% | 4,398 | $355K | Add +0.3% |
| DVN Devon Energy Corp. | 0.09% | 6,798 | $342K | Add +0.5% |
| ECL Ecolab Inc. | 0.09% | 1,284 | $342K | Add +6.2% |
| IVV iShares Core S&P 500 ETF | 0.09% | 498 | $326K | Add +26.1% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.08% | 9,563 | $317K | New |
| SCHG Schwab US Large-Cap Growth | 0.08% | 10,863 | $316K | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 3,448 | $312K | Add +31.1% |
| VGT Vanguard Info Tech ETF | 0.08% | 447 | $312K | Reduce -4.5% |
Portfolio Sells Q4 2025 → Q1 2026
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -65.5% | 1.29% | −2.62 |
| CGCP Cap Group Core Plus Income | Reduce -8.8% | 2.31% | −0.39 |
| AAPL Apple Inc. | Reduce -2.3% | 1.72% | −0.27 |
| JMST JPM Ultra-Short Muni Income | Reduce -28.1% | 0.41% | −0.19 |
| IHDG Wisdomtree International Hed | Reduce -6.9% | 1.15% | −0.16 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.0% | 0.90% | −0.15 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -5.4% | 1.31% | −0.14 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -5.1% | 1.58% | −0.13 |
| EVRG Evergy Inc. | Reduce -36.0% | 0.26% | −0.12 |
| JPIB JPMorgan Intl BND ETF | Reduce -5.1% | 0.85% | −0.11 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.09 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.08 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Sold out | 0.00% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -18.8% | 0.17% | −0.06 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.06 |
| UCON First Trust Smith Unconstrai | Sold out | 0.00% | −0.06 |
| XLV SS Health Care Select Sector | Reduce -4.0% | 0.35% | −0.06 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.06 |
| ORCL Oracle Corp. | Reduce -22.3% | 0.06% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.2% | 0.19% | −0.04 |
| MMM 3M Co. | Reduce -1.5% | 0.19% | −0.03 |
| CGMU Cap Group Municipal Income | Reduce -18.3% | 0.11% | −0.03 |
| AMD Advanced Micro Devices | Reduce -0.1% | 0.29% | −0.03 |
| IQLT iShares MSCI International Q | Reduce -3.2% | 0.41% | −0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -2.5% | 0.07% | −0.03 |
| BA The Boeing Co. | Reduce -2.0% | 0.14% | −0.02 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -10.7% | 0.13% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -1.0% | 0.08% | −0.02 |
| XLK SS Technology Select Sector | Reduce -1.3% | 0.12% | −0.02 |
| DLN Wisdomtree US Largecap Divid | Reduce -4.7% | 0.18% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -4.5% | 0.08% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.4% | 0.08% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -2.5% | 0.10% | −0.01 |
| XLF SS Financial Select Sector | Reduce -0.6% | 0.07% | −0.01 |
| ONB Old National Bancorp | Reduce -8.7% | 0.06% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -6.2% | 0.11% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.2% | 0.29% | −0.01 |
| JPME JPM Diver Ret US MC Equity | Reduce -0.2% | 0.11% | −0.00 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.10% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.3% | 3.48% | +0.02 |
| WMT Walmart Inc. | Reduce -1.3% | 0.74% | +0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| FRDM Freedom 100 Emeging MRKT ETF | New | 3.30% | +3.30 |
| AVDS Avantis Intl SM Cap Eq ETF | New | 2.27% | +2.27 |
| VRIG Invesco Variable Rate Invest | Add +106.7% | 0.56% | +0.27 |
| XOM Exxon Mobil Corp. | Add +2.7% | 0.98% | +0.27 |
| LMBS First Trust Low Duration Opp | Add +13.0% | 3.32% | +0.21 |
| UTES Virtus Reaves Utilities ETF | Add +8.4% | 3.36% | +0.14 |
| IDMO Invesco S&P International DE | Add +8.3% | 8.62% | +0.13 |
| OKE Oneok Inc. | Add +9.4% | 0.50% | +0.11 |
| SLV iShares Silver Trust | Add +43.5% | 0.34% | +0.10 |
| FTXN First Trust Nasdaq Oil & Gas | Add +70.5% | 0.17% | +0.09 |
| CGIC Cap Group Intl Core Eq | New | 0.08% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | New | 0.08% | +0.08 |
| WMB Williams Cos Inc. | New | 0.07% | +0.07 |
| SPHQ Invesco S&P 500 Quality ETF | New | 0.07% | +0.07 |
| COP Conocophillips | New | 0.07% | +0.07 |
| BE Bloom Energy Corp. Class A | New | 0.07% | +0.07 |
| NEE Nextera Energy Inc. | New | 0.06% | +0.06 |
| VZ Verizon Communications Inc. | New | 0.06% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +138.1% | 0.13% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.06% | +0.06 |
| TRV The Travelers Cos Inc. | New | 0.06% | +0.06 |
| OXY Occidental Petroleum Corp. | New | 0.06% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | New | 0.06% | +0.06 |
| KORP American Century Diversified | New | 0.06% | +0.06 |
| PSX Phillips 66 | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | Add +31.7% | 0.16% | +0.05 |
| HON Honeywell International Inc. | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +21.6% | 0.14% | +0.05 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +7.5% | 5.72% | +0.05 |
| CAT Caterpillar Inc. | Add +4.3% | 0.22% | +0.04 |
| KR Kroger Co. | Add +0.3% | 0.37% | +0.04 |
| JNJ Johnson & Johnson | Add +4.3% | 0.21% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +38.6% | 0.18% | +0.03 |
| GEV GE Vernova Inc. | Add +0.5% | 0.14% | +0.03 |
| DE Deere & Co. | Add +0.3% | 0.21% | +0.03 |
| GLD SPDR Gold Shares | Add +12.2% | 0.20% | +0.03 |
| BUFZ FT Vest Laddered Moderate Bu | Add +21.3% | 0.21% | +0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +22.4% | 0.20% | +0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +10.9% | 0.53% | +0.02 |
| XLE SS Energy Select Sector | Add +7.2% | 0.08% | +0.02 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +11.0% | 0.65% | +0.02 |
| DVN Devon Energy Corp. | Add +0.5% | 0.09% | +0.02 |
| LMT Lockheed Martin Corp. | Add +7.3% | 0.10% | +0.02 |
| FTHI Fthi/First Trust Exchange-TR | Add +22.6% | 0.15% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +31.1% | 0.08% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +27.5% | 0.17% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.9% | 0.13% | +0.02 |
| COST Costco Wholesale Corp. | Add +6.6% | 0.09% | +0.01 |
| MRK Merck & Co. Inc. | Add +3.3% | 0.11% | +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 |