ADAMSBROWN WEALTH CONSULTANTS LLC

Q2 2026 13F-HR Holdings

Location
Wichita, KS
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
173
Total value ($000)
$530,174
Net value change ($000)
+151,837 (40.1%)
New positions
39
Sold out positions
4
Turnover %
18.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 34,351 NEW
BRIE 30,638 NEW
PVAL 21,617 NEW
QQQM 9,621 29.9%
CGGR 9,246 21.3%
FRDM 5,158 41.3%
IDMO 5,052 15.5%
FMDE 3,758 17.4%
RDVI 3,007 17.5%
BRK-B 2,342 9.6%
Top Reduces (Value $000, Stocks/ETFs)
FPEI -3,276 -37.9%
SLV -999 -77.3%
XOM -663 -17.8%
JMST -582 -37.8%
CGCP -498 -5.7%
KR -331 -23.3%
NFLX -268 -48.5%
QXO -226 -100.0%
OKE -223 -11.8%
OXY -220 -100.0%
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