ADAMSBROWN WEALTH CONSULTANTS LLC: 13F holdings
CIK 19112442026Q2
| Positions | 173 |
|---|---|
| Reported value | $530.5m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CGGR CAPITAL GROUP GROWTH ETF | 1,113,600 | $52.6m | 9.9% |
| QQQM INVESCO EXCH TRADED FD TR II | 137,829 | $41.8m | 7.9% |
| INVESCO EXCH TRADED FD TR II | 624,654 | $37.7m | 7.1% |
| SPYM SPDR SERIES TRUST | 390,890 | $34.4m | 6.5% |
| MFS ACTIVE EXCHANGE TRADED F | 1,010,498 | $30.6m | 5.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 53,317 | $26.7m | 5.0% |
| FIDELITY COVINGTON TRUST | 625,634 | $25.4m | 4.8% |
| PVAL PUTNAM ETF TRUST | 424,275 | $21.6m | 4.1% |
| FIRST TR EXCHANGE-TRADED FD | 686,102 | $20.2m | 3.8% |
| EA SERIES TRUST | 242,154 | $17.7m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911244")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.