account_balance
Investment manager · 13F filer · SEC CIK 1911244
Adamsbrown Wealth Consultants LLC
Reported value$548Mas of Sep 30, 2026
Positions175 13 new, 11 sold out
Top 10 weight54.4%QQQM alone is 8%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQMInvesco Exch Traded Fd Tr II
7.7%
IDMOInvesco Exch Traded Fd Tr II
7.2%Added +4%
SPYMSPDR Series Trust
6.6%Added +3%
PWBInvesco Exchange Traded Fd T
6.2%New
BRIEMFS Active Exchange Traded F
5.9%Added +5%
BRK-BBerkshire Hathaway Inc
5.0%Added +4%
FMDEFidelity Covington Trust
4.7%Added +3%
PVALPutnam ETF Trust
4.3%Added +5%
CGGRCapital Group Growth ETF
3.5%Trimmed −64%
FRDMEa Series Trust
3.2%Added +3%
RDVIFirst Tr Exchange-Traded Fd
2.9%Trimmed −18%
FPXFirst Tr Exchange-Traded Fd
2.6%Added +4897%
QQQMInvesco Exch Traded Fd Tr II
7.7%
IDMOInvesco Exch Traded Fd Tr II
7.2%Added +4%
SPYMSPDR Series Trust
6.6%Added +3%
PWBInvesco Exchange Traded Fd T
6.2%New
BRIEMFS Active Exchange Traded F
5.9%Added +5%
BRK-BBerkshire Hathaway Inc
5.0%
FMDEFidelity Covington Trust
4.7%
PVALPutnam ETF Trust
4.3%
CGGRCapital Group Growth ETF
3.5%
FRDM3.2%
RDVI
FPX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQM Invesco Exch Traded Fd Tr II 7.7% Held
IDMO Invesco Exch Traded Fd Tr II 7.2% Added +4%
SPYM SPDR Series Trust 6.6% Added +3%
PWB Invesco Exchange Traded Fd T 6.2% New
BRIE MFS Active Exchange Traded F 5.9% Added +5%
BRK-B Berkshire Hathaway Inc 5.0% Added +4%FMDE Fidelity Covington Trust 4.7% Added +3%
PVAL Putnam ETF Trust 4.3% Added +5%
CGGR Capital Group Growth ETF 3.5% Trimmed −64%
FRDM Ea Series Trust 3.2% Added +3%
RDVI First Tr Exchange-Traded Fd 2.9% Trimmed −18%
FPX First Tr Exchange-Traded Fd 2.6% Added +4897%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.