Sponsored

The Analysis of ADAMSBROWN WEALTH CONSULTANTS LLC's Holdings & P&L

Currently, ADAMSBROWN WEALTH CONSULTANTS LLC holds 138 types of securities in its portfolio with a total value $378.3M. In the most recent quarter, they have increased their positions in FRDM (+228.6K shares, valued at $12.5M), AVDS (+119.7K shares, valued at $8.6M), IDMO (+45.8K shares, valued at $2.5M); decreased their positions in SCHE (-280.9K shares, valued at $9.3M), CGCP (-37.7K shares, valued at $841.9K), SCHD (-24.1K shares, valued at $740.2K); initiated new positions in FRDM (+228.6K shares, valued at $12.5M), AVDS (+119.7K shares, valued at $8.6M), CGIC (+9.6K shares, valued at $316.6K).

1M P&L

+13.9M+3.81%

3M P&L

+10.6M+2.88%

HY P&L

+33.4M+9.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A299.4M

86.6%

2Consumer Electronics6.5M

1.9%

3Semiconductors5.8M

1.7%

Top Industries by Stock Count

1N/A72 stocks

55.4%

2Software - Infrastructure5 stocks

3.8%

3Semiconductors4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGGR CAPITAL GROUP GROWTH ETF1.1M shares3.70%2026-03-312026-04-15

IDMO INVESCO EXCH TRADED FD TR II594.6K shares8.35%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II135.2K shares3.31%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL50.8K shares5.72%2026-03-312026-04-15

FMDE FIDELITY COVINGTON TRUST601.5K shares7.47%2026-03-312026-04-15

RDVI FIRST TR EXCHANGE-TRADED FD671.8K shares4.02%2026-03-312026-04-15

PPH VANECK ETF TRUST148.8K shares4.03%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR428.8K shares-5.33%2026-03-312026-04-15

Sponsored

UTES ETFIS SER TR I158.9K shares8.43%2026-03-312026-04-15

LMBS FIRST TR EXCHANGE-TRADED FD252.4K shares12.97%2026-03-312026-04-15

FRDM EA SERIES TRUST228.6K sharesnew addition2026-03-312026-04-15

CGCP CAPITAL GRP FIXED INCM ETF T390.9K shares-8.79%2026-03-312026-04-15

FPEI FIRST TR EXCH TRADED FD III455.0K shares2.21%2026-03-312026-04-15

AVDS AMERICAN CENTY ETF TR119.7K sharesnew addition2026-03-312026-04-15

AAPL APPLE INC25.7K shares-2.29%2026-03-312026-04-15

HEFA ISHARES TR140.6K shares-5.12%2026-03-312026-04-15

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T48.1K shares-5.39%2026-03-312026-04-15

SCHE SCHWAB STRATEGIC TR147.7K shares-65.54%2026-03-312026-04-15

IHDG WISDOMTREE TR90.0K shares-6.88%2026-03-312026-04-15

XOM EXXON MOBIL CORP22.0K shares2.72%2026-03-312026-04-15

NVDA NVIDIA CORPORATION20.6K shares1.11%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR5.9K shares-4.04%2026-03-312026-04-15

JPIB J P MORGAN EXCHANGE TRADED F67.6K shares-5.08%2026-03-312026-04-15

WMT WALMART INC22.4K shares-1.34%2026-03-312026-04-15

Sponsored

JPST J P MORGAN EXCHANGE TRADED F53.1K shares2.66%2026-03-312026-04-15

MSFT MICROSOFT CORP7.1K shares6.69%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares7.85%2026-03-312026-04-15

AMZN AMAZON COM INC11.8K shares8.61%2026-03-312026-04-15

HYS PIMCO ETF TR26.2K shares10.97%2026-03-312026-04-15

VRIG INVESCO ACTIVELY MANAGED EXC83.9K shares106.65%2026-03-312026-04-15

SCHZ SCHWAB STRATEGIC TR85.6K shares10.90%2026-03-312026-04-15

OKE ONEOK INC NEW20.9K shares9.38%2026-03-312026-04-15

Sponsored

IQLT ISHARES TR33.7K shares-3.18%2026-03-312026-04-15

JMST J P MORGAN EXCHANGE TRADED F30.2K shares-28.14%2026-03-312026-04-15

KR KROGER CO19.6K shares0.33%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR9.2K shares-3.96%2026-03-312026-04-15

SLV ISHARES SILVER TR19.0K shares43.45%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC5.4K shares-0.06%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR35.3K shares-0.17%2026-03-312026-04-15

META META PLATFORMS INC1.7K shares2.65%2026-03-312026-04-15

Sponsored

EVRG EVERGY INC12.0K shares-36.00%2026-03-312026-04-15

CGDV CAPITAL GROUP DIVIDEND VALUE22.9K shares6.37%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS15.2K shares1.22%2026-03-312026-04-15

TSLA TESLA INC2.5K shares17.49%2026-03-312026-04-15

MISL FIRST TR EXCHANGE-TRADED FD20.8K shares1.23%2026-03-312026-04-15

VO VANGUARD INDEX FDS3.1K shares0.63%2026-03-312026-04-15

CAT CATERPILLAR INC1.2K shares4.35%2026-03-312026-04-15

BUFZ FIRST TR EXCHNG TRADED FD VI30.9K shares21.29%2026-03-312026-04-15

Sponsored

DE DEERE & CO1.4K shares0.28%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON3.2K shares4.27%2026-03-312026-04-15

SPSM SPDR SERIES TRUST16.1K shares0.86%2026-03-312026-04-15

GLD SPDR GOLD TR1.8K shares12.23%2026-03-312026-04-15

BUFR FIRST TR EXCHNG TRADED FD VI22.2K shares22.42%2026-03-312026-04-15

VTI VANGUARD INDEX FDS2.3K shares-9.18%2026-03-312026-04-15

MMM 3M CO4.9K shares-1.47%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.3K shares38.62%2026-03-312026-04-15

Sponsored

DLN WISDOMTREE TR7.5K shares-4.68%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T1.0K shares-18.84%2026-03-312026-04-15

ALPHABET INC ALPHABET INC2.2K shares27.52%2026-03-312026-04-15

FTXN FIRST TR EXCHANGE TRADED FD16.2K shares70.51%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC1.8K shares31.68%2026-03-312026-04-15

BAC BANK AMERICA CORP12.3K shares7.34%2026-03-312026-04-15

NUE NUCOR CORP3.5K shares4.42%2026-03-312026-04-15

FTHI FIRST TR EXCHANGE TRADED FD24.5K shares22.62%2026-03-312026-04-15

Sponsored

NFLX NETFLIX INC.5.7K shares12.11%2026-03-312026-04-15

CVX CHEVRON CORPORATION2.6K shares21.64%2026-03-312026-04-15

LOW LOWES COS INC2.3K shares3.41%2026-03-312026-04-15

BA BOEING CO2.7K shares-1.97%2026-03-312026-04-15

GEV GE VERNOVA INC589 shares0.51%2026-03-312026-04-15

VB VANGUARD INDEX FDS2.0K shares2.78%2026-03-312026-04-15

FSK FS KKR CAP CORP50.0K shares2.03%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO1.7K shares0.23%2026-03-312026-04-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares6.93%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC3.4K shares138.14%2026-03-312026-04-15

BUFD FIRST TR EXCHNG TRADED FD VI17.3K shares-10.74%2026-03-312026-04-15

PEP PEPSICO INC3.1K shares2.07%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR3.4K shares-1.29%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC3.6K shares3.34%2026-03-312026-04-15

SMMV ISHARES TR9.9K shares0.33%2026-03-312026-04-15

LLY ELI LILLY & CO468 shares8.08%2026-03-312026-04-15

Sponsored

VBR VANGUARD INDEX FDS2.0K shares0.98%2026-03-312026-04-15

ABBV ABBVIE INC1.9K shares6.47%2026-03-312026-04-15

CGMU CAPITAL GRP FIXED INCM ETF T15.3K shares-18.34%2026-03-312026-04-15

BITB BITWISE BITCOIN ETF TR11.2K shares1.39%2026-03-312026-04-15

SDY SPDR SERIES TRUST2.8K shares-6.19%2026-03-312026-04-15

CGGO CAPITAL GROUP GBL GROWTH EQT12.3K shares0.00%2026-03-312026-04-15

JPME J P MORGAN EXCHANGE TRADED F3.5K shares-0.23%2026-03-312026-04-15

KO COCA COLA CO5.0K shares-2.44%2026-03-312026-04-15

Sponsored

LMT LOCKHEED MARTIN CORP619 shares7.28%2026-03-312026-04-15

SCHB SCHWAB STRATEGIC TR14.7K shares-2.51%2026-03-312026-04-15

QUAL ISHARES TR1.9K shares0.11%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION357 shares6.57%2026-03-312026-04-15

AVLV AMERICAN CENTY ETF TR4.4K shares0.27%2026-03-312026-04-15

DVN DEVON ENERGY CORP NEW6.8K shares0.49%2026-03-312026-04-15

ECL ECOLAB INC1.3K shares6.20%2026-03-312026-04-15

IVV ISHARES TR498 shares26.08%2026-03-312026-04-15

Sponsored

CGIC CAPITAL GROUP INTERNATIONAL9.6K sharesnew addition2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR10.9K shares-0.41%2026-03-312026-04-15

IEFA ISHARES TR3.4K shares31.10%2026-03-312026-04-15

VGT VANGUARD WORLD FD447 shares-4.49%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR5.0K shares7.17%2026-03-312026-04-15

BROADCOM INC BROADCOM INC977 shares1.77%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F5.3K sharesnew addition2026-03-312026-04-15

WFC WELLS FARGO & CO3.7K shares-0.99%2026-03-312026-04-15

Sponsored

WMB WILLIAMS COS INC3.9K sharesnew addition2026-03-312026-04-15

CPRY CALAMOS ETF TR10.2K shares0.00%2026-03-312026-04-15

GFEB FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2026-03-312026-04-15

SPHQ INVESCO EXCHANGE TRADED FD T3.6K sharesnew addition2026-03-312026-04-15

CPSD CALAMOS ETF TR10.5K shares0.00%2026-03-312026-04-15

ZFEB INNOVATOR ETFS TRUST10.7K shares0.00%2026-03-312026-04-15

CPSR CALAMOS ETF TR10.7K shares0.00%2026-03-312026-04-15

FBTC FIDELITY WISE ORIGIN BITCOIN4.5K shares-2.53%2026-03-312026-04-15

Sponsored

PG PROCTER & GAMBLE CO1.8K shares9.70%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR5.2K shares-0.61%2026-03-312026-04-15

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-04-15

GRID FIRST TR EXCHANGE-TRADED FD1.5K shares8.91%2026-03-312026-04-15

BE BLOOM ENERGY CORP1.8K sharesnew addition2026-03-312026-04-15

NEE NEXTERA ENERGY INC2.6K sharesnew addition2026-03-312026-04-15

ORCL ORACLE CORP1.6K shares-22.31%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC4.6K sharesnew addition2026-03-312026-04-15

Sponsored

QXO QXO INC11.7K shares9.73%2026-03-312026-04-15

URI UNITED RENTALS INC309 shares0.00%2026-03-312026-04-15

RCL ROYAL CARIBBEAN GROUP804 sharesnew addition2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC758 sharesnew addition2026-03-312026-04-15

OXY OCCIDENTAL PETE CORP3.4K sharesnew addition2026-03-312026-04-15

SCHK SCHWAB STRATEGIC TR7.0K shares0.06%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2026-03-312026-04-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS895 shares9.41%2026-03-312026-04-15

ONB OLD NATL BANCORP IND9.7K shares-8.72%2026-03-312026-04-15

KORP AMERICAN CENTY ETF TR4.5K sharesnew addition2026-03-312026-04-15

CGXU CAPITAL GROUP INTL FOCUS EQT7.0K shares0.00%2026-03-312026-04-15

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-04-15

HON HONEYWELL INTL INC885 sharesnew addition2026-03-312026-04-15

ELA ENVELA CORP10.0K shares0.00%2026-03-312026-04-15

NUAI NEW ERA ENERGY & DIGITAL INC20.0K shares0.00%2026-03-312026-04-15

Sponsored

FSCO FS CREDIT OPPORTUNITIES CORP12.7K shares1.80%2026-03-312026-04-15

RXRX RECURSION PHARMACEUTICALS IN10.5K sharesnew addition2026-03-312026-04-15

CGGR

CAPITAL GROUP GROWTH ETF

3.70%

Shares1.1M

Event2026-03-31

Filed2026-04-15

IDMO

INVESCO EXCH TRADED FD TR II

8.35%

Shares594.6K

Event2026-03-31

Filed2026-04-15

QQQM

INVESCO EXCH TRADED FD TR II

3.31%

Shares135.2K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

5.72%

Shares50.8K

Event2026-03-31

Filed2026-04-15

FMDE

FIDELITY COVINGTON TRUST

7.47%

Shares601.5K

Event2026-03-31

Filed2026-04-15

RDVI

FIRST TR EXCHANGE-TRADED FD

4.02%

Shares671.8K

Event2026-03-31

Filed2026-04-15

PPH

VANECK ETF TRUST

4.03%

Shares148.8K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

-5.33%

Shares428.8K

Event2026-03-31

Filed2026-04-15

UTES

ETFIS SER TR I

8.43%

Shares158.9K

Event2026-03-31

Filed2026-04-15

LMBS

FIRST TR EXCHANGE-TRADED FD

12.97%

Shares252.4K

Event2026-03-31

Filed2026-04-15

FRDM

EA SERIES TRUST

New

Shares228.6K

Event2026-03-31

Filed2026-04-15

CGCP

CAPITAL GRP FIXED INCM ETF T

-8.79%

Shares390.9K

Event2026-03-31

Filed2026-04-15

FPEI

FIRST TR EXCH TRADED FD III

2.21%

Shares455.0K

Event2026-03-31

Filed2026-04-15

AVDS

AMERICAN CENTY ETF TR

New

Shares119.7K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-2.29%

Shares25.7K

Event2026-03-31

Filed2026-04-15

HEFA

ISHARES TR

-5.12%

Shares140.6K

Event2026-03-31

Filed2026-04-15

XMHQ

INVESCO EXCHANGE TRADED FD T

-5.39%

Shares48.1K

Event2026-03-31

Filed2026-04-15

SCHE

SCHWAB STRATEGIC TR

-65.54%

Shares147.7K

Event2026-03-31

Filed2026-04-15

IHDG

WISDOMTREE TR

-6.88%

Shares90.0K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

2.72%

Shares22.0K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

1.11%

Shares20.6K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-4.04%

Shares5.9K

Event2026-03-31

Filed2026-04-15

JPIB

J P MORGAN EXCHANGE TRADED F

-5.08%

Shares67.6K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-1.34%

Shares22.4K

Event2026-03-31

Filed2026-04-15

JPST

J P MORGAN EXCHANGE TRADED F

2.66%

Shares53.1K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

6.69%

Shares7.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

7.85%

Shares4.3K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

8.61%

Shares11.8K

Event2026-03-31

Filed2026-04-15

HYS

PIMCO ETF TR

10.97%

Shares26.2K

Event2026-03-31

Filed2026-04-15

VRIG

INVESCO ACTIVELY MANAGED EXC

106.65%

Shares83.9K

Event2026-03-31

Filed2026-04-15

SCHZ

SCHWAB STRATEGIC TR

10.90%

Shares85.6K

Event2026-03-31

Filed2026-04-15

OKE

ONEOK INC NEW

9.38%

Shares20.9K

Event2026-03-31

Filed2026-04-15

IQLT

ISHARES TR

-3.18%

Shares33.7K

Event2026-03-31

Filed2026-04-15

JMST

J P MORGAN EXCHANGE TRADED F

-28.14%

Shares30.2K

Event2026-03-31

Filed2026-04-15

KROGER CO

0.33%

Shares19.6K

Event2026-03-31

Filed2026-04-15

XLV

SELECT SECTOR SPDR TR

-3.96%

Shares9.2K

Event2026-03-31

Filed2026-04-15

SLV

ISHARES SILVER TR

43.45%

Shares19.0K

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVICES INC

-0.06%

Shares5.4K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

-0.17%

Shares35.3K

Event2026-03-31

Filed2026-04-15