StockDriftsStockDriftsTop 50 Adamsbrown Wealth Consultants LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 9.91% | 1.11M | $52.6M | +3.32%(+35.83K) | $26.38(+78.33%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 7.88% | 137.8K | $41.8M | +1.91%(+2.58K) | $171.94(+72.54%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 7.1% | 624.7K | $37.7M | +5.05%(+30.05K) | $52.36(+19.95%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 6.48% | 390.9K | $34.4M | new | $80.91(+12.52%) | 2026-06-30 | |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | 5.78% | 1.01M | $30.6M | new | $28.24(+9.72%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.03% | 53.3K | $26.7M | +4.98%(+2.53K) | $455.38(+14.93%) | 2026-06-30 | |
| FMDE | FIDELITY COVINGTON TRUST | 4.79% | 625.6K | $25.4M | +4.01%(+24.14K) | $35.52(+19.50%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 4.08% | 424.3K | $21.6M | new | $48.21(+13.21%) | 2026-06-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 3.8% | 686.1K | $20.2M | +2.13%(+14.33K) | $24.39(+22.53%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 3.33% | 242.2K | $17.7M | +5.91%(+13.52K) | $53.66(+25.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.78% | +39.68% | — | — | +26.90% |
| Top 20 Holdings Unweighted | +12.71% | +43.17% | — | — | +30.08% |
Adamsbrown Wealth Consultants LLC reports $530.17M in US-listed equity holdings across 173 positions in its most recent 13F filing. Its largest disclosed positions are CGGR (9.9%), QQQM (7.9%) and IDMO (7.1%). The top 20 holdings account for 76.8% of reported assets. Its disclosed equity book has returned +39.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Adamsbrown Wealth Consultants LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911244). View Adamsbrown Wealth Consultants LLC’s 13F filings on SEC