ADAMSBROWN WEALTH CONSULTANTS LLC

Q4 2025 13F-HR Holdings

Location
Wichita, KS
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$359,244
Net value change ($000)
-3,766 (-1.0%)
New positions
12
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IDMO 4,191 15.9%
PPH 2,388 19.3%
FMDE 2,118 11.6%
RDVI 1,557 10.1%
BRK-B 1,491 6.6%
LMBS 1,400 14.3%
QQQ 782 25.9%
VOO 651 35.0%
SLV 617 262.6%
AAPL 480 7.2%
Top Reduces (Value $000, Stocks/ETFs)
CGCP -23,401 -70.7%
JPST -874 -25.0%
SCHD -801 -6.1%
XMHQ -757 -12.7%
META -276 -19.8%
DIS -269 -100.0%
IHDG -245 -5.0%
MSFT -208 -6.1%
VZ -204 -100.0%
GBIL -151 -30.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type