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CIK: 0001911244
Total reported value
$530.2M
$530.2M
115 檔
30.3%
As reported in its official Q3 2025 Form 13F filing, Adamsbrown Wealth Consultants LLC's tracked investment portfolio stood at $530.2M with 115 total positions.
In Q3 2025, Adamsbrown Wealth Consultants LLC displayed an active expansion posture, initiating 14 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | ETF-Other | 12.61% | -1.54% | +1.26% | |
| 2 | CGCP | Cap Group Core Plus Income | ETF-Other | 9.12% | -0.76% | +15.50% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 9.00% | -0.61% | +9.82% | |
| 4 | IDMO | Invesco S&p International De | ETF-Other | 7.25% | -1.52% | +776.27% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.24% | -1.40% | +24.73% | |
| 6 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 5.03% | -0.93% | — | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 4.24% | -0.74% | +10.04% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.91% | -0.31% | +3.92% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.64% | -0.96% | -57.19% | |
| 10 | PPH | Vaneck Pharmaceutical ETF | ETF-Other | 3.41% | -0.91% | -30.14% | |
| 11 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 3.14% | -0.80% | — | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.69% | -0.89% | +75.35% | |
| 13 | FPEI | First Trust Institutional Pr | ETF-Other | 2.33% | -1.28% | -49.43% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.83% | -0.34% | -1.34% | |
| 15 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.72% | -0.37% | -69.60% | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.64% | -0.31% | -74.65% | |
| 17 | IHDG | Wisdomtree International Hed | ETF-Other | 1.36% | -0.27% | -69.41% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | -0.12% | +2.92% | |
| 19 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.97% | -0.26% | -7.20% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.96% | -0.17% | +10.25% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.15% | +3.26% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | -0.19% | -0.61% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.40% | +0.69% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | -0.09% | +4.36% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.23% | +0.80% | |
| 26 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.62% | -0.23% | -2.30% | |
| 27 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.57% | +0.20% | +8.86% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.12% | +21.30% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.46% | -0.13% | +11.99% | |
| 30 | IQLT | Ishares Msci International Q | ETF-Other | 0.44% | -0.10% | -6.01% | |
| 31 | EVRG | Evergy Inc | Stock-Utilities | 0.40% | -0.06% | -3.67% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.07% | +6.38% | |
| 33 | KR | Kroger Co | Stock-Consumer Staples | 0.37% | -0.16% | -0.12% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | -0.07% | -14.70% | |
| 35 | OKE | Oneok Inc | Stock-Energy | 0.36% | -0.19% | +5.61% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.29% | -0.04% | -3.56% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | -0.03% | -30.79% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | +0.01% | +0.78% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.25% | -0.04% | +3.11% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.24% | +0.33% | +1.50% | |
| 41 | MISL | First Trust Indxx Aero & Def | ETF-Other | 0.23% | -0.07% | +7.30% | |
| 42 | MMM | 3m Co | Stock-Industrials | 0.21% | -0.04% | +0.24% | |
| 43 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.21% | -0.07% | -0.58% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.21% | -0.03% | -1.43% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | +0.02% | +4.81% | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.19% | -0.04% | +0.13% | |
| 47 | CGDV | Cap Group Dividend Value | ETF-Other | 0.19% | -0.03% | — | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.18% | -0.04% | +0.21% | |
| 49 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.17% | -0.04% | +31.89% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | -0.10% | +1.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDMO | Invesco S&p International De | +6.6% | +776.27% | Add |
| 2 | CGGR | Cap Group Growth Equity | +2.7% | +1.26% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +2.6% | +24.73% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +2.2% | +9.82% | Add |
| 5 | LMBS | First Trust Low Duration Opp | +1.2% | +75.35% | Add |
| 6 | RDVI | Ft Vest Rising Dividend Achi | +0.8% | +10.04% | Add |
| 7 | CGCP | Cap Group Core Plus Income | +0.5% | +15.50% | Add |
| 8 | NVDA | Nvidia CORP | +0.4% | +2.92% | Add |
| 9 | JPST | Jpmorgan Ultra-short Income | +0.2% | +10.25% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | +3.26% | Add |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.2% | +3.92% | Trim |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.61% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +21.30% | Add |
| 14 | BITB | Bitwise Bitcoin ETF | +0.1% | +31.89% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +4.36% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | +16.02% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | +1.50% | Trim |
| 18 | BUFZ | Ft Vest Laddered Moderate Bu | +0.1% | +84.63% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +6.38% | Add |
| 20 | MISL | First Trust Indxx Aero & Def | +0.1% | +7.30% | Add |
| 21 | WMT | Walmart Inc | 0% | +0.80% | Add |
| 22 | HYS | Pimco 0-5 Year H/y CORP Bond | 0% | +8.86% | Add |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +11.99% | Add |
| 24 | AAPL | Apple Inc | 0% | -1.34% | Trim |
| 25 | FSK | Fs Kkr Capital CORP | -0.1% | -0.58% | Trim |
| 26 | JMST | JPM Ultra-short Muni Income | -0.2% | -2.30% | Trim |
| 27 | XLV | Ss Health Care Select Sector | -0.3% | -14.70% | Trim |
| 28 | JPIB | Jpmorgan Intl Bnd ETF | -0.4% | -7.20% | Trim |
| 29 | PPH | Vaneck Pharmaceutical ETF | -1.6% | -30.14% | Trim |
| 30 | FPEI | First Trust Institutional Pr | -2.5% | -49.43% | Trim |
| 31 | IHDG | Wisdomtree International Hed | -3.5% | -69.41% | Trim |
| 32 | HEFA | Isha Curr Hedged Msci Eafe | -3.9% | -69.60% | Trim |
| 33 | XMHQ | Invesco S&p Midcap Qual ETF | -4.1% | -74.65% | Trim |
| 34 | SCHD | Schwab US Dvd Equity ETF | -10.5% | -57.19% | Trim |
| 35 | FMDE | Fidelity Enhanced Mid Cap Co | — | NEW | New buy |
| 36 | UTES | Virtus Reaves Utilities ETF | — | NEW | New buy |
| 37 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 38 | NUE | Nucor CORP | — | NEW | New buy |
| 39 | CAT | Caterpillar Inc | — | NEW | New buy |
| 40 | FLTR | Vaneck Ig Floating Rate ETF | — | EXIT | Sold out |
| 41 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | — | NEW | New buy |
| 43 | GEV | GE Vernova Inc | — | NEW | New buy |
| 44 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | EXIT | Sold out |
| 45 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | — | NEW | New buy |
| 46 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 47 | URI | United Rentals Inc | — | NEW | New buy |
| 48 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 49 | AVGO | Broadcom Inc | — | NEW | New buy |
| 50 | XLF | Ss Financial Select Sector | — | NEW | New buy |
According to official SEC Form 13F filings, Adamsbrown Wealth Consultants LLC reported a total U.S. public equity portfolio value of $530.2M across 115 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGGR, CGCP, QQQM) accounted for 30.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
FMDE
市值: $18.2M
Top Position Liquidated / Trimmed
FLTR
前期市值: $489.1K
During Q3 2025, Adamsbrown Wealth Consultants LLC's top holdings by market value included CGGR (12.6%)、CGCP (9.1%)、QQQM (9.0%). The largest single position, CGGR, represented 12.6% of total portfolio value.
In Q3 2025, Adamsbrown Wealth Consultants LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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