Holdings

Adamsbrown Wealth Consultants LLC

As of Sep 30, 2026, Adamsbrown Wealth Consultants LLC reported 168 positions worth US$538M. Largest: Invesco NASDAQ 100 ETF, Invesco S&P International Developed Momentum ETF and State Street SPDR Portfolio S&P 500 ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Invesco NASDAQ 100 ETF139KUS$42.4MnewSep 30, 2026
Invesco S&P International Developed Momentum ETF651KUS$39.7MnewSep 30, 2026
State Street SPDR Portfolio S&P 500 ETF402KUS$36.1MnewSep 30, 2026
Invesco Large Cap Growth ETF211KUS$34.2MnewSep 30, 2026
MFS Blended Research International Equity ETF1.06MUS$32.2MnewSep 30, 2026
Berkshire Hathaway Inc.55,403US$27.6M+2,086Sep 30, 2026
Fidelity Enhanced Mid Cap Core ETF642KUS$25.9MnewSep 30, 2026
Putnam Focused Large Cap Value ETF444KUS$23.3MnewSep 30, 2026
Capital Group Growth ETF406KUS$19.3MnewSep 30, 2026
Freedom 100 Emerging Markets ETF250KUS$17.5MnewSep 30, 2026