Adamsbrown Wealth Consultants LLC

13F filer · CIK 0001911244

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$530MU.S. long equity reported on 13F

Positions8717 new · 4 closed

Net flow last quarter+$8.79MBuys minus sells

Top 10 positions weight15.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202687 positions
BRK.BBerkshire Hathaway Inc	$26.7M	5.03%	Not reported	+5.0%	Q4 2021
FRDMFreedom Environmental Services, Inc.	$17.7M	3.33%	Not reported	+5.9%	Q1 2026
CGCPCardiogenesis Corp	$8.23M	1.55%	Not reported	-5.5%	Q3 2022
AAPLApple Inc.	$7.31M	1.38%	0.00%	-1.6%	Q4 2021
NVDANvidia Corp	$4.42M	0.83%	0.00%	+7.3%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$3.75M	0.71%	Not reported	-14.2%	Q4 2021
AMDAdvanced Micro Devices Inc	$3.28M	0.62%	0.00%	+4.5%	Q1 2022
XOMExxonMobil Holdings Corp	$3.06M	0.58%	0.00%	+2.0%	Q4 2021
AMZNAmazon Com Inc	$2.97M	0.56%	0.00%	+5.1%	Q4 2021
MSFTMicrosoft Corp	$2.85M	0.54%	0.00%	+7.5%	Q4 2021
WMTWalmart Inc.	$2.72M	0.51%	0.00%	+7.0%	Q4 2021
MUMicron Technology Inc	$2.59M	0.49%	0.00%	+22.2%	Q3 2025
OKEOneok Inc	$1.67M	0.31%	0.00%	-8.3%	Q4 2021
GOOGAlphabet Inc.	$1.33M	0.25%	Not reported	+61.7%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$1.28M	0.24%	Not reported	+69.6%	Q4 2021
CATCaterpillar Inc	$1.25M	0.24%	0.00%	-0.3%	Q2 2025
TSLATesla, Inc.	$1.16M	0.22%	0.00%	+8.6%	Q4 2021
KRKroger Co	$1.09M	0.21%	0.00%	-0.1%	Q4 2021
EVRGEvergy, Inc.	$1.08M	0.20%	0.01%	+4.2%	Q4 2021
GOOGLAlphabet Inc.	$1.01M	0.19%	0.00%	+29.6%	Q2 2025
METAMeta Platforms, Inc.	$1.01M	0.19%	Not reported	+2.6%	Q4 2021
DEDeere & Co	$909K	0.17%	0.00%	+0.6%	Q1 2022
JNJJohnson & Johnson	$850K	0.16%	0.00%	+4.5%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$800K	0.15%	0.00%	+12.0%	Q1 2025
MMM3m Co	$795K	0.15%	0.00%	0.0%	Q4 2021
NUENucor Corp	$779K	0.15%	0.00%	+0.1%	Q3 2025
GEVGE Vernova Inc.	$731K	0.14%	0.00%	+5.6%	Q2 2025
PLTRPalantir Technologies Inc.	$720K	0.14%	0.00%	+82.9%	Q3 2025
JPMJPMorgan Chase & Co	$717K	0.14%	0.00%	+27.4%	Q4 2023
BACBank of America Corp	$703K	0.13%	0.00%	+0.3%	Q1 2023
AVGOBroadcom Inc.	$686K	0.13%	0.00%	+86.0%	Q3 2025
LLYELI LILLY & Co	$685K	0.13%	0.00%	+22.0%	Q3 2024
GLDSPDR Gold Trust	$663K	0.13%	0.00%	+0.7%	Q4 2021
PEPPepsico Inc	$656K	0.12%	0.00%	+58.2%	Q4 2021
BABoeing Co	$595K	0.11%	0.00%	+2.0%	Q4 2021
BEBloom Energy Corp	$552K	0.10%	0.00%	+0.1%	Q1 2026
COSTCostco Wholesale Corp	$550K	0.10%	0.00%	+64.7%	Q1 2025
ABBVAbbVie Inc.	$486K	0.09%	0.00%	+0.2%	Q3 2023
MRVLMarvell Technology, Inc.	$484K	0.09%	0.00%	New	Q2 2026
LOWLowes Companies Inc	$481K	0.09%	0.00%	-4.2%	Q4 2021
MRKMerck & Co., Inc.	$466K	0.09%	0.00%	+0.3%	Q4 2021
SPCXSpace Exploration Technologies Corp	$453K	0.09%	Not reported	New	Q2 2026
ALABAstera Labs, Inc.	$451K	0.09%	0.00%	New	Q2 2026
PANWPalo Alto Networks Inc	$443K	0.08%	0.00%	-4.6%	Q1 2026
CVXChevron Corp	$437K	0.08%	0.00%	+0.5%	Q1 2022
LMTLockheed Martin Corp	$399K	0.08%	0.00%	+26.5%	Q4 2023
KOCoca Cola Co	$397K	0.07%	0.00%	-1.5%	Q4 2021
PWRQuanta Services, Inc.	$395K	0.07%	0.00%	New	Q2 2026
BITBBitwise Bitcoin ETF	$369K	0.07%	0.02%	+3.6%	Q4 2024
STXSeagate Technology Holdings plc	$367K	0.07%	0.00%	New	Q2 2026

Q1 2026Reported Apr 15, 202674 positions
BRK.BBerkshire Hathaway Inc	$24.3M	6.43%	Not reported	+5.7%	Q4 2021
FRDMFreedom Environmental Services, Inc.	$12.5M	3.30%	Not reported	New	Q1 2026
CGCPCardiogenesis Corp	$8.73M	2.31%	Not reported	-8.8%	Q3 2022
AAPLApple Inc.	$6.51M	1.72%	0.00%	-2.3%	Q4 2021
XOMExxonMobil Holdings Corp	$3.73M	0.98%	0.00%	+2.7%	Q4 2021
NVDANvidia Corp	$3.59M	0.95%	0.00%	+1.1%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$3.42M	0.90%	Not reported	-4.0%	Q4 2021
WMTWalmart Inc.	$2.78M	0.74%	0.00%	-1.3%	Q4 2021
MSFTMicrosoft Corp	$2.63M	0.69%	0.00%	+6.7%	Q4 2021
AMZNAmazon Com Inc	$2.47M	0.65%	0.00%	+8.6%	Q4 2021
OKEOneok Inc	$1.89M	0.50%	0.00%	+9.4%	Q4 2021
KRKroger Co	$1.42M	0.37%	0.00%	+0.3%	Q4 2021
SLViShares Silver Trust	$1.29M	0.34%	0.00%	+43.5%	Q3 2025
AMDAdvanced Micro Devices Inc	$1.1M	0.29%	0.00%	-0.1%	Q1 2022
METAMeta Platforms, Inc.	$997K	0.26%	Not reported	+2.7%	Q4 2021
EVRGEvergy, Inc.	$982K	0.26%	0.01%	-36.0%	Q4 2021
TSLATesla, Inc.	$941K	0.25%	0.00%	+17.5%	Q4 2021
CATCaterpillar Inc	$833K	0.22%	0.00%	+4.4%	Q2 2025
DEDeere & Co	$802K	0.21%	0.00%	+0.3%	Q1 2022
JNJJohnson & Johnson	$783K	0.21%	0.00%	+4.3%	Q4 2021
GLDSPDR Gold Trust	$770K	0.20%	0.00%	+12.2%	Q4 2021
MMM3m Co	$713K	0.19%	0.00%	-1.5%	Q4 2021
GOOGAlphabet Inc.	$669K	0.18%	Not reported	+38.6%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$655K	0.17%	Not reported	-18.8%	Q4 2021
GOOGLAlphabet Inc.	$626K	0.17%	0.00%	+27.5%	Q2 2025
MUMicron Technology Inc	$619K	0.16%	0.00%	+31.7%	Q3 2025
BACBank of America Corp	$599K	0.16%	0.00%	+7.3%	Q1 2023
NUENucor Corp	$591K	0.16%	0.00%	+4.4%	Q3 2025
NFLXNetflix Inc	$553K	0.15%	0.00%	+12.1%	Q3 2024
CVXChevron Corp	$543K	0.14%	0.00%	+21.6%	Q1 2022
LOWLowes Companies Inc	$538K	0.14%	0.00%	+3.4%	Q4 2021
BABoeing Co	$536K	0.14%	0.00%	-2.0%	Q4 2021
GEVGE Vernova Inc.	$514K	0.14%	0.00%	+0.5%	Q2 2025
FSKFS KKR Capital Corp	$509K	0.13%	0.02%	+2.0%	Q4 2021
JPMJPMorgan Chase & Co	$506K	0.13%	0.00%	+0.2%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$506K	0.13%	0.00%	+6.9%	Q1 2025
PLTRPalantir Technologies Inc.	$493K	0.13%	0.00%	+138.1%	Q3 2025
PEPPepsico Inc	$475K	0.13%	0.00%	+2.1%	Q4 2021
MRKMerck & Co., Inc.	$435K	0.11%	0.00%	+3.3%	Q4 2021
LLYELI LILLY & Co	$430K	0.11%	0.00%	+8.1%	Q3 2024
ABBVAbbVie Inc.	$419K	0.11%	0.00%	+6.5%	Q3 2023
BITBBitwise Bitcoin ETF	$412K	0.11%	0.02%	+1.4%	Q4 2024
KOCoca Cola Co	$377K	0.10%	0.00%	-2.4%	Q4 2021
LMTLockheed Martin Corp	$374K	0.10%	0.00%	+7.3%	Q4 2023
COSTCostco Wholesale Corp	$356K	0.09%	0.00%	+6.6%	Q1 2025
DVNDevon Energy Corp	$342K	0.09%	0.00%	+0.5%	Q2 2023
ECLEcolab Inc.	$342K	0.09%	0.00%	+6.2%	Q4 2021
AVGOBroadcom Inc.	$302K	0.08%	0.00%	+1.8%	Q3 2025
WFCWells Fargo & Company	$296K	0.08%	0.00%	-1.0%	Q1 2022
WMBWilliams Companies, Inc.	$282K	0.07%	0.00%	New	Q1 2026

Q4 2025Reported Jan 13, 202663 positions
BRK.BBerkshire Hathaway Inc	$24.1M	6.72%	Not reported	+6.6%	Q4 2021
CGCPCardiogenesis Corp	$9.7M	2.70%	Not reported	-70.6%	Q3 2022
AAPLApple Inc.	$7.14M	1.99%	0.00%	+0.4%	Q4 2021
NVDANvidia Corp	$3.8M	1.06%	0.00%	+0.4%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$3.8M	1.06%	Not reported	+23.1%	Q4 2021
MSFTMicrosoft Corp	$3.22M	0.90%	0.00%	+0.6%	Q4 2021
XOMExxonMobil Holdings Corp	$2.57M	0.72%	0.00%	+0.5%	Q4 2021
WMTWalmart Inc.	$2.53M	0.70%	0.00%	0.0%	Q4 2021
AMZNAmazon Com Inc	$2.52M	0.70%	0.00%	+2.0%	Q4 2021
OKEOneok Inc	$1.41M	0.39%	0.00%	+6.4%	Q4 2021
EVRGEvergy, Inc.	$1.36M	0.38%	0.01%	-2.4%	Q4 2021
KRKroger Co	$1.22M	0.34%	0.00%	-2.3%	Q4 2021
AMDAdvanced Micro Devices Inc	$1.16M	0.32%	0.00%	+0.2%	Q1 2022
METAMeta Platforms, Inc.	$1.12M	0.31%	Not reported	-10.7%	Q4 2021
TSLATesla, Inc.	$969K	0.27%	0.00%	-0.3%	Q4 2021
SLViShares Silver Trust	$852K	0.24%	0.00%	+138.0%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$847K	0.24%	Not reported	+104.6%	Q4 2021
MMM3m Co	$797K	0.22%	0.00%	+0.1%	Q4 2021
FSKFS KKR Capital Corp	$726K	0.20%	0.02%	-3.5%	Q4 2021
DEDeere & Co	$661K	0.18%	0.00%	-0.4%	Q1 2022
CATCaterpillar Inc	$645K	0.18%	0.00%	+0.5%	Q2 2025
JNJJohnson & Johnson	$635K	0.18%	0.00%	+0.6%	Q4 2021
GLDSPDR Gold Trust	$632K	0.18%	0.00%	+20.9%	Q4 2021
BACBank of America Corp	$630K	0.18%	0.00%	+2.7%	Q1 2023
BABoeing Co	$597K	0.17%	0.00%	-3.2%	Q4 2021
JPMJPMorgan Chase & Co	$553K	0.15%	0.00%	Not reported	Q4 2023
NUENucor Corp	$546K	0.15%	0.00%	-23.0%	Q3 2025
GOOGLAlphabet Inc.	$535K	0.15%	0.00%	+0.9%	Q2 2025
LOWLowes Companies Inc	$531K	0.15%	0.00%	-1.2%	Q4 2021
GOOGAlphabet Inc.	$528K	0.15%	Not reported	-5.1%	Q3 2023
BITBBitwise Bitcoin ETF	$525K	0.15%	0.02%	+11.3%	Q4 2024
NFLXNetflix Inc	$481K	0.13%	0.00%	-0.1%	Q3 2024
LLYELI LILLY & Co	$466K	0.13%	0.00%	+5.9%	Q3 2024
PEPPepsico Inc	$430K	0.12%	0.00%	-2.8%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$425K	0.12%	0.00%	-2.0%	Q1 2025
ABBVAbbVie Inc.	$413K	0.12%	0.00%	+0.2%	Q3 2023
ORCLOracle Corp	$398K	0.11%	0.00%	+12.0%	Q2 2024
MUMicron Technology Inc	$397K	0.11%	0.00%	+1.7%	Q3 2025
GEVGE Vernova Inc.	$383K	0.11%	0.00%	-0.2%	Q2 2025
MRKMerck & Co., Inc.	$368K	0.10%	0.00%	+0.7%	Q4 2021
KOCoca Cola Co	$355K	0.10%	0.00%	+2.2%	Q4 2021
WFCWells Fargo & Company	$350K	0.10%	0.00%	+50.5%	Q1 2022
FBTCFidelity Wise Origin Bitcoin Fund	$350K	0.10%	0.00%	+12.4%	Q2 2025
AVGOBroadcom Inc.	$332K	0.09%	0.00%	+22.0%	Q3 2025
CVXChevron Corp	$329K	0.09%	0.00%	+20.6%	Q1 2022
ECLEcolab Inc.	$317K	0.09%	0.00%	-0.1%	Q4 2021
COSTCostco Wholesale Corp	$289K	0.08%	0.00%	+3.7%	Q1 2025
LMTLockheed Martin Corp	$279K	0.08%	0.00%	-6.5%	Q4 2023
CPRYChina Ruitai International Holdings Co., Ltd.	$276K	0.08%	0.04%	New	Q4 2025
CPSRGelesis Holdings, Inc.	$269K	0.07%	0.01%	New	Q4 2025

Q3 2025Reported Nov 3, 202561 positions
CGCPCardiogenesis Corp	$33.1M	9.12%	Not reported	+15.5%	Q3 2022
BRK.BBerkshire Hathaway Inc	$22.7M	6.24%	Not reported	+24.7%	Q4 2021
AAPLApple Inc.	$6.66M	1.83%	0.00%	-1.3%	Q4 2021
NVDANvidia Corp	$3.78M	1.04%	0.00%	+2.9%	Q3 2022
MSFTMicrosoft Corp	$3.42M	0.94%	0.00%	+3.3%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$3.01M	0.83%	Not reported	-0.6%	Q4 2021
XOMExxonMobil Holdings Corp	$2.4M	0.66%	0.00%	+0.7%	Q4 2021
AMZNAmazon Com Inc	$2.35M	0.65%	0.00%	+4.4%	Q4 2021
WMTWalmart Inc.	$2.34M	0.64%	0.00%	+0.8%	Q4 2021
EVRGEvergy, Inc.	$1.46M	0.40%	0.01%	-3.7%	Q4 2021
METAMeta Platforms, Inc.	$1.4M	0.38%	Not reported	+6.4%	Q4 2021
KRKroger Co	$1.35M	0.37%	0.00%	-0.1%	Q4 2021
OKEOneok Inc	$1.31M	0.36%	0.00%	+5.6%	Q4 2021
TSLATesla, Inc.	$961K	0.26%	0.00%	-30.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$873K	0.24%	0.00%	+1.5%	Q1 2022
MMM3m Co	$772K	0.21%	0.00%	+0.2%	Q4 2021
FSKFS KKR Capital Corp	$758K	0.21%	0.02%	-0.6%	Q4 2021
DEDeere & Co	$652K	0.18%	0.00%	+0.2%	Q1 2022
BITBBitwise Bitcoin ETF	$617K	0.17%	0.01%	+31.9%	Q4 2024
NFLXNetflix Inc	$615K	0.17%	0.00%	+1.6%	Q3 2024
BABoeing Co	$613K	0.17%	0.00%	+17.5%	Q4 2021
NUENucor Corp	$589K	0.16%	0.00%	New	Q3 2025
BACBank of America Corp	$575K	0.16%	0.00%	-1.1%	Q1 2023
JNJJohnson & Johnson	$566K	0.16%	0.00%	+1.0%	Q4 2021
LOWLowes Companies Inc	$560K	0.15%	0.00%	+0.4%	Q4 2021
JPMJPMorgan Chase & Co	$541K	0.15%	0.00%	+6.5%	Q4 2023
CATCaterpillar Inc	$535K	0.15%	0.00%	+4.9%	Q2 2025
ORCLOracle Corp	$513K	0.14%	0.00%	+16.0%	Q2 2024
GLDSPDR Gold Trust	$469K	0.13%	0.00%	+0.8%	Q4 2021
PEPPepsico Inc	$433K	0.12%	0.00%	-3.6%	Q4 2021
GOOGAlphabet Inc.	$432K	0.12%	Not reported	+4.0%	Q3 2023
ABBVAbbVie Inc.	$418K	0.12%	0.00%	-1.2%	Q3 2023
GOOGLAlphabet Inc.	$412K	0.11%	0.00%	+16.6%	Q2 2025
FBTCFidelity Wise Origin Bitcoin Fund	$407K	0.11%	0.00%	+31.4%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$404K	0.11%	Not reported	+0.5%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$399K	0.11%	0.00%	+28.6%	Q1 2025
GEVGE Vernova Inc.	$361K	0.10%	0.00%	+0.5%	Q2 2025
ECLEcolab Inc.	$331K	0.09%	0.00%	+0.3%	Q4 2021
KOCoca Cola Co	$330K	0.09%	0.00%	-2.0%	Q4 2021
LLYELI LILLY & Co	$312K	0.09%	0.00%	+36.8%	Q3 2024
LMTLockheed Martin Corp	$308K	0.08%	0.00%	+1.5%	Q4 2023
COSTCostco Wholesale Corp	$299K	0.08%	0.00%	-1.5%	Q1 2025
PLTRPalantir Technologies Inc.	$299K	0.08%	0.00%	New	Q3 2025
URIUnited Rentals, Inc.	$295K	0.08%	0.00%	-4.0%	Q1 2024
MRKMerck & Co., Inc.	$292K	0.08%	0.00%	+2.4%	Q4 2021
CVXChevron Corp	$278K	0.08%	0.00%	-1.8%	Q1 2022
PGPROCTER & GAMBLE Co	$269K	0.07%	0.00%	-1.1%	Q1 2022
DISWalt Disney Co	$269K	0.07%	0.00%	-0.9%	Q4 2021
AVGOBroadcom Inc.	$260K	0.07%	0.00%	New	Q3 2025
ONBOld National Bancorp	$243K	0.07%	0.00%	+0.6%	Q1 2022

Premium opens every quarter this fund has filed