Adamsbrown Wealth Consultants LLC
Adamsbrown Wealth Consultants LLC reported 173 holdings worth US$530M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Adamsbrown Wealth Consultants LLC reported 173 holdings worth US$530M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Nvidia Corporation. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 173
- Value as reported
- US$530M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 53,317 | US$26.7M | 5.0% |
| Apple Inc | 25,255 | US$7.31M | 1.4% |
| Nvidia Corporation | 22,091 | US$4.42M | 0.83% |
| Advanced Micro Devices Inc | 5,649 | US$3.28M | 0.62% |
| Exxon Mobil Corporation | 22,406 | US$3.06M | 0.58% |
| Amazon.com, Inc. | 12,451 | US$2.97M | 0.56% |
| Microsoft Corp. | 7,627 | US$2.85M | 0.54% |
| Walmart Inc. | 23,981 | US$2.72M | 0.51% |
| Micron Technology, Inc. | 2,240 | US$2.59M | 0.49% |
| Alphabet Inc (google) Class C | 6,551 | US$2.34M | 0.44% |
| Oneok, Inc. | 19,195 | US$1.67M | 0.31% |
| Caterpillar, Inc. | 1,173 | US$1.25M | 0.24% |
| Tesla, Inc. | 2,749 | US$1.16M | 0.22% |
| Kroger Company (the) | 19,579 | US$1.09M | 0.21% |
| Evergy, Inc. | 12,493 | US$1.08M | 0.20% |
| Meta Platforms, Inc. | 1,789 | US$1.01M | 0.19% |
| Deere & Company | 1,432 | US$909K | 0.17% |
| Johnson & Johnson | 3,345 | US$850K | 0.16% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,675 | US$800K | 0.15% |
| 3m Company | 4,909 | US$795K | 0.15% |
| Nucor Corporation | 3,498 | US$779K | 0.15% |
| Ge Vernova Inc. | 622 | US$731K | 0.14% |
| Palantir Technologies Inc. | 6,168 | US$720K | 0.14% |
| Jp Morgan Chase & Co. | 2,192 | US$717K | 0.14% |
| Bank Of America Corporation | 12,331 | US$703K | 0.13% |
| Broadcom Inc. | 1,817 | US$686K | 0.13% |
| Eli Lilly And Company | 571 | US$685K | 0.13% |
| Pepsico, Inc. | 4,842 | US$656K | 0.12% |
| Boeing Company (the) | 2,748 | US$595K | 0.11% |
| Bloom Energy Corporation | 1,822 | US$552K | 0.10% |
| Costco Wholesale Corporation | 588 | US$550K | 0.10% |
| Abbvie Inc. | 1,930 | US$486K | 0.09% |
| Marvell Technology, Inc. | 1,624 | US$484K | 0.09% |
| Lowe's Companies, Inc. | 2,182 | US$481K | 0.09% |
| Merck & Company, Inc. | 3,627 | US$466K | 0.09% |
| Space Exploration Technologies Corp | 2,651 | US$453K | 0.09% |
| Astera Labs, Inc. | 934 | US$451K | 0.09% |
| Palo Alto Networks, Inc. | 1,298 | US$443K | 0.08% |
| Chevron Corporation | 2,637 | US$437K | 0.08% |
| Lockheed Martin Corporation | 783 | US$399K | 0.08% |
| Coca-cola Company (the) | 4,888 | US$397K | 0.07% |
| Quanta Services, Inc. | 548 | US$395K | 0.07% |
| Williams Companies, Inc. (the) | 4,893 | US$364K | 0.07% |
| Ecolab Inc. | 1,285 | US$358K | 0.07% |
| United Rentals, Inc. | 309 | US$350K | 0.07% |
| Fs Kkr Capital Corp. | 32,172 | US$338K | 0.06% |
| Visa Inc. | 962 | US$330K | 0.06% |
| Wells Fargo & Company | 3,775 | US$312K | 0.06% |
| Envela Corporation | 10,000 | US$289K | 0.05% |
| Netflix, Inc. | 3,997 | US$285K | 0.05% |
| Devon Energy Corporation | 6,792 | US$281K | 0.05% |
| Procter & Gamble Company (the) | 1,903 | US$279K | 0.05% |
| Credo Technology Group Holding Ltd | 1,019 | US$277K | 0.05% |
| Mastercard Incorporated | 505 | US$259K | 0.05% |
| The Travelers Companies, Inc. | 760 | US$251K | 0.05% |
| International Business Machines Corporation | 891 | US$250K | 0.05% |
| Intel Corporation | 1,705 | US$238K | 0.04% |
| Nextera Energy, Inc. | 2,672 | US$235K | 0.04% |
| Texas Instruments Incorporated | 774 | US$231K | 0.04% |
| Ge Aerospace | 610 | US$228K | 0.04% |
| Home Depot, Inc. (the) | 634 | US$224K | 0.04% |
| Ionq, Inc. | 4,150 | US$221K | 0.04% |
| Verizon Communications Inc. | 5,173 | US$219K | 0.04% |
| Conocophillips | 2,065 | US$215K | 0.04% |
| Cisco Systems, Inc. | 1,809 | US$213K | 0.04% |
| Old National Bancorp | 8,082 | US$209K | 0.04% |
| Oracle Corporation | 1,392 | US$204K | 0.04% |
| New Era Energy & Digital, Inc. | 20,000 | US$128K | 0.02% |
| Nuscale Power Corporation | 10,000 | US$100K | 0.02% |
| Recursion Pharmaceuticals, Inc. | 10,510 | US$38,572 | <0.01% |
| Phillips 66 | 0 | US$0 | 0.00% |
| Qxo, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Occidental Petroleum Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related