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
- Q3 2026
- Location
- WICHITA, KS
- CIK
- 0001911244
- Portfolio Value
- $530.2M (Q2 2026)
- SEC Filing
- 0001951757-26-000932 ↗ filed Jul 9, 2026
Holdings Value
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% |
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
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 175 | $548.1M | QQQM, IDMO, SPYM, PWB, BRIE |
| 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 |