Adamsbrown Wealth Consultants

WICHITA, KSfiles as ADAMSBROWN WEALTH CONSULTANTS LLC

$530m in 173 US stocks at the end of 30 June 2026. The top 10 are 58.2% of the money. It changed about 19.6% of the portfolio this quarter.

Value

$530m

Stocks

173

Top 10 share

58.2%

Turnover

19.6%

What changed this quarter

New

Bought for the first time this quarter.

Spdr Series TrustSPYM
6.5% of the fund
MFS Active Exchange Traded FBRIE
5.8% of the fund
Putnam ETF TrustPVAL
4.1% of the fund
First TR Exchange-Traded FDACYN
0.2% of the fund
EA Series TrustBOXX
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Astera LabsALAB
<0.1% of the fund
Quanta ServicesPWR
<0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
VisaV
<0.1% of the fund
First TR Exchange-Traded FDFPX
<0.1% of the fund
Invesco Exch Traded FD TR IIQEW
<0.1% of the fund
Pimco ETF TRMINT
<0.1% of the fund
Ishares TRVLUE
<0.1% of the fund
Credo Technology Group HoldingCRDO
<0.1% of the fund
Ishares TRIJH
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
MastercardMA
<0.1% of the fund
Ssga Active TRXLSR
<0.1% of the fund
Fidelity Greenwood Street TRFHEQ
<0.1% of the fund
Capital Group Core BalancedCGBL
<0.1% of the fund
IntelINTC
<0.1% of the fund
Spdr Index SHS FDSSPDW
<0.1% of the fund
Texas InstrumentsTXN
<0.1% of the fund

Added

Bought more of a stock they already held.

Capital Group Growth ETFCGGR
9.9% of the fund
+3%
Invesco Exch Traded FD TR IIIDMO
7.1% of the fund
+5%
Berkshire HathawayBRK-B
5.0% of the fund
+5%
Fidelity Covington TrustFMDE
4.8% of the fund
+4%
First TR Exchange-Traded FDRDVI
3.8% of the fund
+2%
EA Series TrustFRDM
3.3% of the fund
+6%
Vaneck ETF TrustPPH
3.2% of the fund
+4%
Etfis SER TR IUTES
2.6% of the fund
+4%
First TR Exchange-Traded FDLMBS
2.4% of the fund
+3%
American Centy ETF TRAVDS
1.8% of the fund
+5%
Pimco ETF TRHYS
0.8% of the fund
+83%
NvidiaNVDA
0.8% of the fund
+7%
Advanced Micro DevicesAMD
0.6% of the fund
+5%
ExxonMobil HoldingsXOM
0.6% of the fund
+2%
Amazon.comAMZN
0.6% of the fund
+5%
J P Morgan Exchange Traded FJPST
0.5% of the fund
+7%
MicrosoftMSFT
0.5% of the fund
+7%
WalmartWMT
0.5% of the fund
+7%
Invesco Actively Managed EXCVRIG
0.5% of the fund
+26%
Micron TechnologyMU
0.5% of the fund
+22%
Schwab Strategic TRSCHZ
0.4% of the fund
+6%
Vanguard Tax-Managed FDSVEA
0.3% of the fund
+33%
AlphabetGOOG
0.3% of the fund
+62%
State STR Spdr S&P 500 ETF TSPY
0.2% of the fund
+70%
Capital Group Dividend ValueCGDV
0.2% of the fund
+6%

Cut

Sold some of their stake.

Capital GRP Fixed Incm ETF TCGCP
1.6% of the fund
-5%
Ishares TRHEFA
1.2% of the fund
-3%
First TR Exch Traded FD IIIFPEI
1.0% of the fund
-39%
Invesco Exchange Traded FD TXMHQ
1.0% of the fund
-2%
Schwab Strategic TRSCHE
1.0% of the fund
-3%
Invesco QQQ TRQQQ
0.7% of the fund
-14%
J P Morgan Exchange Traded FJPIB
0.6% of the fund
-3%
OneokOKE
0.3% of the fund
-8%
J P Morgan Exchange Traded FJMST
0.2% of the fund
-38%
First TR Exchng Traded FD VIBUFR
0.1% of the fund
-9%
Lowe's CompaniesLOW
<0.1% of the fund
-4%
Palo Alto NetworksPANW
<0.1% of the fund
-5%
Vanguard World FDVGT
<0.1% of the fund
-2%
First TR Exchng Traded FD VIBUFD
<0.1% of the fund
-21%
Ishares TRIVV
<0.1% of the fund
-5%
FS KKR CapitalFSK
<0.1% of the fund
-36%
Ishares TRIEFA
<0.1% of the fund
-3%
Capital GRP Fixed Incm ETF TCGMU
<0.1% of the fund
-23%
Ishares Silver TRSLV
<0.1% of the fund
-71%
NetflixNFLX
<0.1% of the fund
-30%
Schwab Strategic TRSCHK
<0.1% of the fund
-2%
Select Sector Spdr TRXLE
<0.1% of the fund
-10%
Old National BancorpONB
<0.1% of the fund
-16%
OracleORCL
<0.1% of the fund
-12%

Sold out

Sold their entire stake.

Holdings

Capital Group Growth ETFCGGR
Share
9.9%
Value
$53m
Shares
1,113,600
+3%
Invesco Exch Traded FD TR IIQQQM
Share
7.9%
Value
$42m
Shares
137,829
Held
Invesco Exch Traded FD TR IIIDMO
Share
7.1%
Value
$38m
Shares
624,654
+5%
Spdr Series TrustSPYM
Share
6.5%
Value
$34m
Shares
390,890
New
MFS Active Exchange Traded FBRIE
Share
5.8%
Value
$31m
Shares
1,010,498
New
Berkshire HathawayBRK-B
Share
5.0%
Value
$27m
Shares
53,317
+5%
Fidelity Covington TrustFMDE
Share
4.8%
Value
$25m
Shares
625,634
+4%
Putnam ETF TrustPVAL
Share
4.1%
Value
$22m
Shares
424,275
New
First TR Exchange-Traded FDRDVI
Share
3.8%
Value
$20m
Shares
686,102
+2%
EA Series TrustFRDM
Share
3.3%
Value
$18m
Shares
242,154
+6%
Vaneck ETF TrustPPH
Share
3.2%
Value
$17m
Shares
154,114
+4%
Etfis SER TR IUTES
Share
2.6%
Value
$14m
Shares
165,841
+4%
Schwab Strategic TRSCHD
Share
2.5%
Value
$13m
Shares
420,897
Held
First TR Exchange-Traded FDLMBS
Share
2.4%
Value
$13m
Shares
258,802
+3%
American Centy ETF TRAVDS
Share
1.8%
Value
$9m
Shares
125,642
+5%
Capital GRP Fixed Incm ETF TCGCP
Share
1.6%
Value
$8m
Shares
369,414
-5%
AppleAAPL
Share
1.4%
Value
$7m
Shares
25,255
Held
Ishares TRHEFA
Share
1.2%
Value
$6m
Shares
136,491
-3%
First TR Exch Traded FD IIIFPEI
Share
1.0%
Value
$5m
Shares
278,397
-39%
Invesco Exchange Traded FD TXMHQ
Share
1.0%
Value
$5m
Shares
46,918
-2%
Schwab Strategic TRSCHE
Share
1.0%
Value
$5m
Shares
142,657
-3%
Wisdomtree TRIHDG
Share
0.9%
Value
$5m
Shares
88,838
Held
Pimco ETF TRHYS
Share
0.8%
Value
$4m
Shares
47,925
+83%
NvidiaNVDA
Share
0.8%
Value
$4m
Shares
22,091
+7%
Invesco QQQ TRQQQ
Share
0.7%
Value
$4m
Shares
5,092
-14%
Advanced Micro DevicesAMD
Share
0.6%
Value
$3m
Shares
5,649
+5%
J P Morgan Exchange Traded FJPIB
Share
0.6%
Value
$3m
Shares
65,231
-3%
ExxonMobil HoldingsXOM
Share
0.6%
Value
$3m
Shares
22,406
+2%
Amazon.comAMZN
Share
0.6%
Value
$3m
Shares
12,451
+5%
Vanguard Index FDSVOO
Share
0.6%
Value
$3m
Shares
4,305
Held
J P Morgan Exchange Traded FJPST
Share
0.5%
Value
$3m
Shares
56,637
+7%
MicrosoftMSFT
Share
0.5%
Value
$3m
Shares
7,627
+7%
WalmartWMT
Share
0.5%
Value
$3m
Shares
23,981
+7%
Invesco Actively Managed EXCVRIG
Share
0.5%
Value
$3m
Shares
105,998
+26%
Micron TechnologyMU
Share
0.5%
Value
$3m
Shares
2,240
+22%
Schwab Strategic TRSCHZ
Share
0.4%
Value
$2m
Shares
90,885
+6%
OneokOKE
Share
0.3%
Value
$2m
Shares
19,195
-8%
Ishares TRIQLT
Share
0.3%
Value
$2m
Shares
33,590
Held
Select Sector Spdr TRXLV
Share
0.3%
Value
$1m
Shares
9,208
Held
Vanguard Tax-Managed FDSVEA
Share
0.3%
Value
$1m
Shares
20,208
+33%
AlphabetGOOG
Share
0.3%
Value
$1m
Shares
3,772
+62%
Schwab Strategic TRSCHM
Share
0.2%
Value
$1m
Shares
35,276
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$1m
Shares
1,710
+70%
CaterpillarCAT
Share
0.2%
Value
$1m
Shares
1,173
Held
Capital Group Dividend ValueCGDV
Share
0.2%
Value
$1m
Shares
24,223
+6%
TeslaTSLA
Share
0.2%
Value
$1m
Shares
2,749
+9%
Vanguard Index FDSVTI
Share
0.2%
Value
$1m
Shares
3,071
+34%
First TR Exchng Traded FD VIBUFZ
Share
0.2%
Value
$1m
Shares
40,365
+31%
KrogerKR
Share
0.2%
Value
$1m
Shares
19,579
Held
EvergyEVRG
Share
0.2%
Value
$1m
Shares
12,493
+4%
AlphabetGOOGL
Share
0.2%
Value
$1m
Shares
2,822
+30%
Meta PlatformsMETA
Share
0.2%
Value
$1m
Shares
1,789
+3%
Vanguard Index FDSVO
Share
0.2%
Value
$986,910
Shares
12,249
Held
First TR Exchange-Traded FDMISL
Share
0.2%
Value
$976,950
Shares
21,345
+3%
J P Morgan Exchange Traded FJMST
Share
0.2%
Value
$955,671
Shares
18,739
-38%
Spdr Series TrustSPSM
Share
0.2%
Value
$942,115
Shares
16,336
Held
DeereDE
Share
0.2%
Value
$908,635
Shares
1,432
Held
First TR Exchange-Traded FDACYN
Share
0.2%
Value
$861,227
Shares
41,425
New
Johnson & JohnsonJNJ
Share
0.2%
Value
$849,595
Shares
3,345
+5%
Taiwan Semiconductor ManufacturingTSM
Share
0.2%
Value
$799,930
Shares
1,675
+12%
3MMMM
Share
0.1%
Value
$794,750
Shares
4,909
Held
NucorNUE
Share
0.1%
Value
$779,150
Shares
3,498
Held
First TR Exchng Traded FD VIBUFR
Share
0.1%
Value
$738,454
Shares
20,215
-9%
GE VernovaGEV
Share
0.1%
Value
$731,197
Shares
622
+6%
Wisdomtree TRDLN
Share
0.1%
Value
$720,577
Shares
7,481
Held
Palantir TechnologiesPLTR
Share
0.1%
Value
$719,621
Shares
6,168
+83%
JPMorgan ChaseJPM
Share
0.1%
Value
$717,374
Shares
2,192
+27%
Bank of AmericaBAC
Share
0.1%
Value
$702,646
Shares
12,331
Held
BroadcomAVGO
Share
0.1%
Value
$686,387
Shares
1,817
+86%
Eli LillyLLY
Share
0.1%
Value
$685,379
Shares
571
+22%
Select Sector Spdr TRXLK
Share
0.1%
Value
$683,651
Shares
3,588
+6%
Spdr Gold TRGLD
Share
0.1%
Value
$663,452
Shares
1,801
Held
American Centy ETF TRAVLV
Share
0.1%
Value
$662,286
Shares
7,261
+65%
PepsiCoPEP
Share
0.1%
Value
$655,548
Shares
4,842
+58%
First TR Exchange Traded FDFTHI
Share
0.1%
Value
$648,234
Shares
27,180
+11%
Vanguard Index FDSVB
Share
0.1%
Value
$621,320
Shares
2,050
+5%
BoeingBA
Share
0.1%
Value
$594,860
Shares
2,748
+2%
First TR Exchange Traded FDFTXN
Share
0.1%
Value
$552,406
Shares
16,524
+2%
Bloom EnergyBE
Share
0.1%
Value
$551,519
Shares
1,822
Held
Costco WholesaleCOST
Share
0.1%
Value
$550,284
Shares
588
+65%
EA Series TrustBOXX
Share
<0.1%
Value
$528,661
Shares
4,515
New
Capital Group GBL Growth EQTCGGO
Share
<0.1%
Value
$518,574
Shares
12,251
Held
Capital Group InternationalCGIC
Share
<0.1%
Value
$515,448
Shares
14,165
+48%
AbbVieABBV
Share
<0.1%
Value
$485,641
Shares
1,930
Held
Marvell TechnologyMRVL
Share
<0.1%
Value
$483,821
Shares
1,624
New
Lowe's CompaniesLOW
Share
<0.1%
Value
$481,173
Shares
2,182
-4%
Vanguard Index FDSVBR
Share
<0.1%
Value
$475,055
Shares
1,955
Held
MerckMRK
Share
<0.1%
Value
$466,105
Shares
3,627
Held
Invesco Exchange Traded FD TRSP
Share
<0.1%
Value
$463,461
Shares
2,178
+92%
Ishares TRSMMV
Share
<0.1%
Value
$457,745
Shares
9,942
Held
Space Exploration TechnologiesSPCX
Share
<0.1%
Value
$453,023
Shares
2,651
New
Astera LabsALAB
Share
<0.1%
Value
$451,141
Shares
934
New
Palo Alto NetworksPANW
Share
<0.1%
Value
$442,644
Shares
1,298
-5%
J P Morgan Exchange Traded FJPME
Share
<0.1%
Value
$439,245
Shares
3,536
Held
ChevronCVX
Share
<0.1%
Value
$437,156
Shares
2,637
Held
Spdr Series TrustSDY
Share
<0.1%
Value
$428,222
Shares
2,814
Held
Schwab Strategic TRSCHB
Share
<0.1%
Value
$425,435
Shares
14,690
Held
Vanguard World FDVGT
Share
<0.1%
Value
$417,135
Shares
3,490
-2%
Ishares TRQUAL
Share
<0.1%
Value
$411,840
Shares
1,877
Held
First TR Exchng Traded FD VIBUFD
Share
<0.1%
Value
$408,591
Shares
13,748
-21%

Company	Share of fund	Value	Shares	Change
Capital Group Growth ETFCGGR	9.9%	$53m	1,113,600	+3%
Invesco Exch Traded FD TR IIQQQM	7.9%	$42m	137,829	Held
Invesco Exch Traded FD TR IIIDMO	7.1%	$38m	624,654	+5%
Spdr Series TrustSPYM	6.5%	$34m	390,890	New
MFS Active Exchange Traded FBRIE	5.8%	$31m	1,010,498	New
Berkshire HathawayBRK-B	5.0%	$27m	53,317	+5%
Fidelity Covington TrustFMDE	4.8%	$25m	625,634	+4%
Putnam ETF TrustPVAL	4.1%	$22m	424,275	New
First TR Exchange-Traded FDRDVI	3.8%	$20m	686,102	+2%
EA Series TrustFRDM	3.3%	$18m	242,154	+6%
Vaneck ETF TrustPPH	3.2%	$17m	154,114	+4%
Etfis SER TR IUTES	2.6%	$14m	165,841	+4%
Schwab Strategic TRSCHD	2.5%	$13m	420,897	Held
First TR Exchange-Traded FDLMBS	2.4%	$13m	258,802	+3%
American Centy ETF TRAVDS	1.8%	$9m	125,642	+5%
Capital GRP Fixed Incm ETF TCGCP	1.6%	$8m	369,414	-5%
AppleAAPL	1.4%	$7m	25,255	Held
Ishares TRHEFA	1.2%	$6m	136,491	-3%
First TR Exch Traded FD IIIFPEI	1.0%	$5m	278,397	-39%
Invesco Exchange Traded FD TXMHQ	1.0%	$5m	46,918	-2%
Schwab Strategic TRSCHE	1.0%	$5m	142,657	-3%
Wisdomtree TRIHDG	0.9%	$5m	88,838	Held
Pimco ETF TRHYS	0.8%	$4m	47,925	+83%
NvidiaNVDA	0.8%	$4m	22,091	+7%
Invesco QQQ TRQQQ	0.7%	$4m	5,092	-14%
Advanced Micro DevicesAMD	0.6%	$3m	5,649	+5%
J P Morgan Exchange Traded FJPIB	0.6%	$3m	65,231	-3%
ExxonMobil HoldingsXOM	0.6%	$3m	22,406	+2%
Amazon.comAMZN	0.6%	$3m	12,451	+5%
Vanguard Index FDSVOO	0.6%	$3m	4,305	Held
J P Morgan Exchange Traded FJPST	0.5%	$3m	56,637	+7%
MicrosoftMSFT	0.5%	$3m	7,627	+7%
WalmartWMT	0.5%	$3m	23,981	+7%
Invesco Actively Managed EXCVRIG	0.5%	$3m	105,998	+26%
Micron TechnologyMU	0.5%	$3m	2,240	+22%
Schwab Strategic TRSCHZ	0.4%	$2m	90,885	+6%
OneokOKE	0.3%	$2m	19,195	-8%
Ishares TRIQLT	0.3%	$2m	33,590	Held
Select Sector Spdr TRXLV	0.3%	$1m	9,208	Held
Vanguard Tax-Managed FDSVEA	0.3%	$1m	20,208	+33%
AlphabetGOOG	0.3%	$1m	3,772	+62%
Schwab Strategic TRSCHM	0.2%	$1m	35,276	Held
State STR Spdr S&P 500 ETF TSPY	0.2%	$1m	1,710	+70%
CaterpillarCAT	0.2%	$1m	1,173	Held
Capital Group Dividend ValueCGDV	0.2%	$1m	24,223	+6%
TeslaTSLA	0.2%	$1m	2,749	+9%
Vanguard Index FDSVTI	0.2%	$1m	3,071	+34%
First TR Exchng Traded FD VIBUFZ	0.2%	$1m	40,365	+31%
KrogerKR	0.2%	$1m	19,579	Held
EvergyEVRG	0.2%	$1m	12,493	+4%
AlphabetGOOGL	0.2%	$1m	2,822	+30%
Meta PlatformsMETA	0.2%	$1m	1,789	+3%
Vanguard Index FDSVO	0.2%	$986,910	12,249	Held
First TR Exchange-Traded FDMISL	0.2%	$976,950	21,345	+3%
J P Morgan Exchange Traded FJMST	0.2%	$955,671	18,739	-38%
Spdr Series TrustSPSM	0.2%	$942,115	16,336	Held
DeereDE	0.2%	$908,635	1,432	Held
First TR Exchange-Traded FDACYN	0.2%	$861,227	41,425	New
Johnson & JohnsonJNJ	0.2%	$849,595	3,345	+5%
Taiwan Semiconductor ManufacturingTSM	0.2%	$799,930	1,675	+12%
3MMMM	0.1%	$794,750	4,909	Held
NucorNUE	0.1%	$779,150	3,498	Held
First TR Exchng Traded FD VIBUFR	0.1%	$738,454	20,215	-9%
GE VernovaGEV	0.1%	$731,197	622	+6%
Wisdomtree TRDLN	0.1%	$720,577	7,481	Held
Palantir TechnologiesPLTR	0.1%	$719,621	6,168	+83%
JPMorgan ChaseJPM	0.1%	$717,374	2,192	+27%
Bank of AmericaBAC	0.1%	$702,646	12,331	Held
BroadcomAVGO	0.1%	$686,387	1,817	+86%
Eli LillyLLY	0.1%	$685,379	571	+22%
Select Sector Spdr TRXLK	0.1%	$683,651	3,588	+6%
Spdr Gold TRGLD	0.1%	$663,452	1,801	Held
American Centy ETF TRAVLV	0.1%	$662,286	7,261	+65%
PepsiCoPEP	0.1%	$655,548	4,842	+58%
First TR Exchange Traded FDFTHI	0.1%	$648,234	27,180	+11%
Vanguard Index FDSVB	0.1%	$621,320	2,050	+5%
BoeingBA	0.1%	$594,860	2,748	+2%
First TR Exchange Traded FDFTXN	0.1%	$552,406	16,524	+2%
Bloom EnergyBE	0.1%	$551,519	1,822	Held
Costco WholesaleCOST	0.1%	$550,284	588	+65%
EA Series TrustBOXX	<0.1%	$528,661	4,515	New
Capital Group GBL Growth EQTCGGO	<0.1%	$518,574	12,251	Held
Capital Group InternationalCGIC	<0.1%	$515,448	14,165	+48%
AbbVieABBV	<0.1%	$485,641	1,930	Held
Marvell TechnologyMRVL	<0.1%	$483,821	1,624	New
Lowe's CompaniesLOW	<0.1%	$481,173	2,182	-4%
Vanguard Index FDSVBR	<0.1%	$475,055	1,955	Held
MerckMRK	<0.1%	$466,105	3,627	Held
Invesco Exchange Traded FD TRSP	<0.1%	$463,461	2,178	+92%
Ishares TRSMMV	<0.1%	$457,745	9,942	Held
Space Exploration TechnologiesSPCX	<0.1%	$453,023	2,651	New
Astera LabsALAB	<0.1%	$451,141	934	New
Palo Alto NetworksPANW	<0.1%	$442,644	1,298	-5%
J P Morgan Exchange Traded FJPME	<0.1%	$439,245	3,536	Held
ChevronCVX	<0.1%	$437,156	2,637	Held
Spdr Series TrustSDY	<0.1%	$428,222	2,814	Held
Schwab Strategic TRSCHB	<0.1%	$425,435	14,690	Held
Vanguard World FDVGT	<0.1%	$417,135	3,490	-2%
Ishares TRQUAL	<0.1%	$411,840	1,877	Held
First TR Exchng Traded FD VIBUFD	<0.1%	$408,591	13,748	-21%

Showing the largest 100 of 173.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 53.8% since 30 June 2025.

Where the money is

Financial services5.6%

Technology5.0%

Industrials1.2%

Energy1.2%

Everyday goods1.1%

Retail & consumer1.0%

Media & telecom0.7%

Health care0.5%

Utilities0.2%

Materials0.2%

Other83.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.