ADAMSBROWN WEALTH CONSULTANTS LLC

Q1 2026 13F-HR Holdings

Location
Wichita, KS
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$378,337
Net value change ($000)
+19,093 (5.3%)
New positions
19
Sold out positions
6
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FRDM 12,495 NEW
AVDS 8,599 NEW
IDMO 2,112 6.9%
LMBS 1,403 12.6%
FMDE 1,269 6.2%
XOM 1,153 44.8%
UTES 1,127 9.7%
VRIG 1,081 106.1%
SCHD 732 5.9%
PPH 701 4.7%
Top Reduces (Value $000, Stocks/ETFs)
SCHE -9,170 -65.3%
CGGR -2,901 -6.3%
QQQM -973 -2.9%
CGCP -971 -10.0%
AAPL -627 -8.8%
JMST -600 -28.1%
MSFT -590 -18.3%
EVRG -376 -27.7%
QQQ -374 -9.8%
IHDG -369 -7.8%
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