ADAMSBROWN WEALTH CONSULTANTS LLC
•CIK: 1911244•Filing: Q4 2025
**ADAMSBROWN WEALTH CONSULTANTS LLC** manages $359M across a diversified portfolio of 125 positions. The strategy exhibits significant allocations to core growth and dividend-focused assets, highlighted by the top holdings. Key concentrations include CGGR at $46.2M and QQQM at $33.1M, suggesting a tilt toward technology and broad market exposure. Further notable positions include IDMO ($30.5M) and BRK/B ($24.1M), indicating a blend of thematic and established value mandates.
Total AUM
$359.2M
QoQ Performance
-1.0%
Positions
87
Top 10 Concentration
62.4%
Latest Filing
Q4 2025
Top Holdings Allocation
CGGR
QQQM
IDMO
BRK.B
FMDE
CGGR12.9%
QQQM9.2%
IDMO8.5%
BRK.B6.7%
FMDE5.7%
RDVI4.7%
PPH4.1%
SCHE3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.4%
Technology5.1%
Consumer1.9%
ETF1.0%
Industrial0.8%
Energy0.8%
Consumer Staples0.6%
Healthcare0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW12 new positions
↑65 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022