Adamsbrown Wealth Consultants LLC holds a focused book of 173 stocks worth $530.2M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Ste STR SPDR PT S&P 500 ETF and trimmed Schwab US DVD Equity ETF. Their largest long position is Cap Group Growth Equity at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911244/holdings"
Use Arkolith to show ADAMSBROWN WEALTH CONSULTANTS LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group Growth ETF SHS CREAT UNIT | $52.6M | 1.11M | 9.9% | ▲+3.3% Added · +36K sh | |
| 2 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $41.8M | 137.8K | 7.9% | ▲+1.9% Added · +3K sh | |
| 3 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $37.7M | 624.7K | 7.1% | ▲+5.0% Added · +30K sh | |
| 4 | SPDR Series Trust ST STR P500ETF | $34.4M | 390.9K | 6.5% | ▲New New position | |
| 5 | MFS Active Exchange Traded F BLEND INTL ETF | $30.6M | 1.01M | 5.8% | ▲New New position | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $26.7M | 53.3K | 5.0% | ▲+5.0% Added · +3K sh | |
| 7 | Fidelity Covington Trust ENH MID COR ETF | $25.4M | 625.6K | 4.8% | ▲+4.0% Added · +24K sh | |
| 8 | Putnam ETF Trust FOCUSED LAR CAP | $21.6M | 424.3K | 4.1% | ▲New New position | |
| 9 | First TR Exchange-Traded FD FT VEST RIS | $20.2M | 686.1K | 3.8% | ▲+2.1% Added · +14K sh | |
| 10 | Ea Series Trust FREEDOM 100 EM | $17.7M | 242.2K | 3.3% | ▲+5.9% Added · +14K sh | |
| 11 | Vaneck ETF Trust PHARMACEUTCL ETF | $16.9M | 154.1K | 3.2% | ▲+3.6% Added · +5K sh | |
| 12 | Etfis Ser TR I VIRTUS REAVES UT | $13.6M | 165.8K | 2.6% | ▲+4.4% Added · +7K sh | |
| 13 | Schwab Strategic TR US DIVIDEND EQ | $13.3M | 420.9K | 2.5% | ▼−1.8% Reduced · −8K sh | |
| 14 | First TR Exchange-Traded FD FST LOW OPPT EFT | $12.9M | 258.8K | 2.4% | ▲+2.5% Added · +6K sh | |
| 15 | American Centy ETF TR AVANTIS INTL SML | $9.5M | 125.6K | 1.8% | ▲+5.0% Added · +6K sh | |
| 16 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $8.2M | 369.4K | 1.6% | ▼−5.5% Reduced · −21K sh | |
| 17 | Apple Inc COM | $7.3M | 25.3K | 1.4% | ▼−1.6% Reduced · −399 sh | |
| 18 | Ishares TR HDG MSCI EAFE | $6.4M | 136.5K | 1.2% | ▼−2.9% Reduced · −4K sh | |
| 19 | First TR Exch Traded FD III INSTL PFD SECS | $5.4M | 278.4K | 1.0% | ▼−39% Reduced · −177K sh | |
| 20 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $5.3M | 46.9K | 1.0% | ▼−2.4% Reduced · −1K sh | |
| 21 | Schwab Strategic TR EMRG MKTEQ ETF | $5.2M | 142.7K | 1.0% | ▼−3.4% Reduced · −5K sh | |
| 22 | Wisdomtree TR ITL HDG QTLY DIV | $4.7M | 88.8K | 0.9% | ▼−1.3% Reduced · −1K sh | |
| 23 | Pimco ETF TR 0-5 HIGH YIELD | $4.5M | 47.9K | 0.8% | ▲+83% Added · +22K sh | |
| 24 | Nvidia Corporation COM | $4.4M | 22.1K | 0.8% | ▲+7.3% Added · +2K sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $3.7M | 5.1K | 0.7% | ▼−14% Reduced · −839 sh | |
| 26 | Advanced Micro Devices Inc COM | $3.3M | 5.6K | 0.6% | ▲+4.5% Added · +245 sh | |
| 27 | J P Morgan Exchange Traded F INTL BD OPP ETF | $3.2M | 65.2K | 0.6% | ▼−3.5% Reduced · −2K sh | |
| 28 | Exxon Mobil Corp COM | $3.1M | 22.4K | 0.6% | ▲+2.0% Added · +443 sh | |
| 29 | Amazon Com Inc COM | $3.0M | 12.5K | 0.6% | ▲+5.1% Added · +604 sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $3.0M | 4.3K | 0.6% | ▼−0.2% Reduced · −10 sh | |
| 31 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.9M | 56.6K | 0.5% | ▲+6.7% Added · +4K sh | |
| 32 | Microsoft Corp COM | $2.8M | 7.6K | 0.5% | ▲+7.5% Added · +531 sh | |
| 33 | Walmart Inc COM | $2.7M | 24.0K | 0.5% | ▲+7.0% Added · +2K sh | |
| 34 | Invesco Actively Managed Exc VAR RATE INVT | $2.7M | 106.0K | 0.5% | ▲+26% Added · +22K sh | |
| 35 | Micron Technology Inc COM | $2.6M | 2.2K | 0.5% | ▲+22% Added · +407 sh | |
| 36 | Schwab Strategic TR US AGGREGATE B | $2.1M | 90.9K | 0.4% | ▲+6.1% Added · +5K sh | |
| 37 | Oneok Inc New COM | $1.7M | 19.2K | 0.3% | ▼−8.3% Reduced · −2K sh | |
| 38 | Ishares TR MSCI INTL QUALTY | $1.7M | 33.6K | 0.3% | ▼−0.2% Reduced · −82 sh | |
| 39 | Select Sector SPDR TR ST STR CARE ETF | $1.5M | 9.2K | 0.3% | ▲+0.6% Added · +58 sh | |
| 40 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.4M | 20.2K | 0.3% | ▲+33% Added · +5K sh | |
| 41 | Alphabet Inc CAP STK CL C | $1.3M | 3.8K | 0.3% | ▲+62% Added · +1K sh | |
| 42 | Schwab Strategic TR US MID-CAP ETF | $1.3M | 35.3K | 0.2% | ▼−0.1% Reduced · −37 sh | |
| 43 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 1.7K | 0.2% | ▲+70% Added · +702 sh | |
| 44 | Caterpillar Inc COM | $1.2M | 1.2K | 0.2% | ▼−0.3% Reduced · −3 sh | |
| 45 | Capital Group Dividend Value SHS CREAT UNIT | $1.2M | 24.2K | 0.2% | ▲+5.6% Added · +1K sh | |
| 46 | Tesla Inc COM | $1.2M | 2.7K | 0.2% | ▲+8.6% Added · +217 sh | |
| 47 | Vanguard Index FDS TOTAL STK MKT | $1.1M | 3.1K | 0.2% | ▲+34% Added · +776 sh | |
| 48 | First TR Exchng Traded FD VI FT VEST LAD | $1.1M | 40.4K | 0.2% | ▲+31% Added · +9K sh | |
| 49 | Kroger Co COM | $1.1M | 19.6K | 0.2% | ▼−0.1% Reduced · −13 sh | |
| 50 | Evergy Inc COM | $1.1M | 12.5K | 0.2% | ▲+4.2% Added · +506 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 173 | $530.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 138 | $378.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 125 | $359.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 115 | $363.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 108 | $344.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 101 | $318.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 97 | $293.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 93 | $288.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.