ADAMSBROWN WEALTH CONSULTANTS LLC
139 holdingsFiling period: 2026-03-31Current AUM: $417.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CGGR | CAPITAL GROUP GROWTH ETF | 1.08M | $43.3M | $48.3M | 11.57% | +38.5K | 2026-03-31 |
| 2 | IDMO | INVESCO EXCH TRADED FD TR II | 594.6K | $32.6M | $36.1M | 8.63% | +45.8K | 2026-03-31 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | 135.2K | $32.1M | $38.3M | 9.17% | +4.3K | 2026-03-31 |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 50.8K | $24.3M | $24.3M | 5.82% | +2.7K | 2026-03-31 |
| 5 | FMDE | FIDELITY COVINGTON TRUST | 601.5K | $21.6M | $24.7M | 5.92% | +41.8K | 2026-03-31 |
| 6 | RDVI | FIRST TR EXCHANGE-TRADED FD | 671.8K | $17.2M | $19.6M | 4.69% | +26.0K | 2026-03-31 |
| 7 | PPH | VANECK ETF TRUST | 148.8K | $15.5M | $16.4M | 3.93% | +5.8K | 2026-03-31 |
| 8 | SCHD | SCHWAB STRATEGIC TR | 428.8K | $13.2M | $14.4M | 3.43% | -24,128 | 2026-03-31 |
| 9 | UTES | ETFIS SER TR I | 158.9K | $12.7M | $12.3M | 2.95% | +12.4K | 2026-03-31 |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | 252.4K | $12.6M | $12.5M | 2.99% | +29.0K | 2026-03-31 |
| 11 | FRDM | EA SERIES TRUST | 228.6K | $12.5M | $14.9M | 3.56% | -- | 2026-03-31 |
| 12 | CGCP | CAPITAL GRP FIXED INCM ETF T | 390.9K | $8.7M | $8.6M | 2.05% | -37,688 | 2026-03-31 |
| 13 | FPEI | FIRST TR EXCH TRADED FD III | 455.0K | $8.6M | $8.7M | 2.08% | +9.8K | 2026-03-31 |
| 14 | AVDS | AMERICAN CENTY ETF TR | 119.7K | $8.6M | $9.1M | 2.19% | -- | 2026-03-31 |
| 15 | AAPL | APPLE INC | 25.7K | $6.5M | $7.9M | 1.90% | -602 | 2026-03-31 |
| 16 | HEFA | ISHARES TR | 140.6K | $6.0M | $6.5M | 1.56% | -7,591 | 2026-03-31 |
| 17 | XMHQ | INVESCO EXCHANGE TRADED FD T | 48.1K | $5.0M | $5.5M | 1.32% | -2,742 | 2026-03-31 |
| 18 | SCHE | SCHWAB STRATEGIC TR | 147.7K | $4.9M | $5.3M | 1.27% | -280,895 | 2026-03-31 |
| 19 | IHDG | WISDOMTREE TR | 90.0K | $4.3M | $4.7M | 1.13% | -6,648 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 22.0K | $3.7M | $3.4M | 0.82% | +581 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 22.0K | $3.7M | $3.4M | 0.82% | +581 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 20.6K | $3.6M | $4.1M | 0.99% | +226 | 2026-03-31 |
| 23 | QQQ | INVESCO QQQ TR | 5.9K | $3.4M | $4.1M | 0.98% | -250 | 2026-03-31 |
| 24 | JPIB | J P MORGAN EXCHANGE TRADED F | 67.6K | $3.2M | $3.2M | 0.77% | -3,616 | 2026-03-31 |
| 25 | WMT | WALMART INC | 22.4K | $2.8M | $2.5M | 0.60% | -305 | 2026-03-31 |
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