ADAMSBROWN WEALTH CONSULTANTS LLC - Portfolio overview

ADAMSBROWN WEALTH CONSULTANTS LLC has 142 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. CGGR - CAPITAL GROUP GROWTH ETF, 11.41%
2. IDMO - INVESCO EXCH TRADED FD TR II, 8.59%
3. QQQM - INVESCO EXCH TRADED FD TR II, 8.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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