ADAMSBROWN WEALTH CONSULTANTS LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1911244
Institutional-grade research for retail investors
13F Reported Value
ⓘ$530.2M
Holdings
173
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ADAMSBROWN WEALTH CONSULTANTS LLC disclosed 173 positions worth $530.2M in its Form 13F-HR for Q2 2026, followed by $IVZ and $IVZ. During the quarter the fund opened 38 new positions and exited 4 and a full exit from $QXO. The portfolio is most concentrated in Other (65.3% of disclosed assets). All figures are sourced directly from ADAMSBROWN WEALTH CONSULTANTS LLC’s Form 13F-HR filing with the SEC under CIK 1911244.
AI Fund Analysis
DiversifyingCAPITAL GROUP GROWTH ETF -
9.9% weight
Held 10 quarters
$IVZ7.9% weight
Held 10 quarters
$IVZ7.1% weight
Held 6 quarters
$BRK-A5.0% weight
Held 10 quarters
FIDELITY COVINGTON TRUST -
4.8% weight
Held 4 quarters
$BRK-A9 quarters accumulating
PIMCO ETF TR - 0-5 HIGH YI
9 quarters accumulating
$NVDA9 quarters accumulating
$MSFT9 quarters accumulating
FIRST TR EXCHANGE TRADED F
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT
—Quality
$52.6M1,113,600 sh- —
Quality
$41.8M137,829 sh - —
Quality
$37.7M624,654 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$34.4M390,890 shMFS ACTIVE EXCHANGE TRADED F - BLEND INTL ETF
—Quality
$30.6M1,010,498 sh- 64.5
Quality
$26.7M53,317 sh FIDELITY COVINGTON TRUST - ENH MID COR ETF
—Quality
$25.4M625,634 shPUTNAM ETF TRUST - FOCUSED LAR CAP
—Quality
$21.6M424,275 shFIRST TR EXCHANGE-TRADED FD - FT VEST RIS
—Quality
$20.2M686,102 shEA SERIES TRUST - FREEDOM 100 EM
—Quality
$17.7M242,154 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $52.6M | 1,113,600 |
| Invesco Ltd.$IVZ | — | $41.8M | 137,829 |
| Invesco Ltd.$IVZ | — | $37.7M | 624,654 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $34.4M | 390,890 |
| MFS ACTIVE EXCHANGE TRADED F - BLEND INTL ETF | — | $30.6M | 1,010,498 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $26.7M | 53,317 |
| FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $25.4M | 625,634 |
| PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $21.6M | 424,275 |
| FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $20.2M | 686,102 |
| EA SERIES TRUST - FREEDOM 100 EM | — | $17.7M | 242,154 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ADAMSBROWN WEALTH CONSULTANTS LLC's 173 positions.
Showing top 10 of 173 holdings.
Sector Allocation
Other
$346.3M
Financials
$125.0M
Technology
$31.1M
Consumer Discretionary
$7.2M
Energy
$6.2M
Industrials
$5.7M
Healthcare
$3.3M
Consumer Staples
$2.4M
Full Holdings — ADAMSBROWN WEALTH CONSULTANTS LLC (Q2 2026)
All 173 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $52.6M | 9.9% | +3% | — |
| 2 | $IVZ | Invesco Ltd. | $41.8M | 7.9% | +2% | — |
| 3 | $IVZ | Invesco Ltd. | $37.7M | 7.1% | +5% | — |
| 4 | — | SPDR SERIES TRUST - ST STR P500ETF | $34.4M | 6.5% | NEW | — |
| 5 | — | MFS ACTIVE EXCHANGE TRADED F - BLEND INTL ETF | $30.6M | 5.8% | NEW | — |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $26.7M | 5.0% | +5% | 64.5 |
| 7 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $25.4M | 4.8% | +4% | — |
| 8 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $21.6M | 4.1% | NEW | — |
| 9 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $20.2M | 3.8% | +2% | — |
| 10 | — | EA SERIES TRUST - FREEDOM 100 EM | $17.7M | 3.3% | +6% | — |
| 11 | — | VANECK ETF TRUST - PHARMACEUTCL ETF | $16.9M | 3.2% | +4% | — |
| 12 | — | ETFIS SER TR I - VIRTUS REAVES UT | $13.6M | 2.6% | +4% | — |
| 13 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $13.3M | 2.5% | -2% | — |
| 14 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $12.9M | 2.4% | +3% | — |
| 15 | — | AMERICAN CENTY ETF TR - AVANTIS INTL SML | $9.5M | 1.8% | +5% | — |
| 16 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $8.2M | 1.6% | -5% | — |
| 17 |  $AAPL | Apple Inc. | $7.3M | 1.4% | -2% | 76.1 |
| 18 | — | ISHARES TR - HDG MSCI EAFE | $6.4M | 1.2% | -3% | — |
| 19 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $5.4M | 1.0% | -39% | — |
| 20 | $IVZ | Invesco Ltd. | $5.3M | 1.0% | -2% | — |
| 21 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $5.2M | 1.0% | -3% | — |
| 22 |  $WT | WisdomTree, Inc. | $4.7M | 0.9% | -1% | 62.9 |
| 23 | — | PIMCO ETF TR - 0-5 HIGH YIELD | $4.5M | 0.8% | +83% | — |
| 24 | $NVDA | NVIDIA CORP | $4.4M | 0.8% | +7% | 90.2 |
| 25 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.7M | 0.7% | -14% | — |
| 26 |  $AMD | ADVANCED MICRO DEVICES INC | $3.3M | 0.6% | +5% | 78.8 |
| 27 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $3.2M | 0.6% | -3% | — |
| 28 |  $XOM | EXXON MOBIL CORP | $3.1M | 0.6% | +2% | 61.8 |
| 29 |  $AMZN | AMAZON COM INC | $3.0M | 0.6% | +5% | 74.6 |
| 30 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.0M | 0.6% | -0% | — |
| 31 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $2.9M | 0.5% | +7% | — |
| 32 | $MSFT | MICROSOFT CORP | $2.8M | 0.5% | +7% | 83.7 |
| 33 |  $WMT | Walmart Inc. | $2.7M | 0.5% | +7% | 63.2 |
| 34 | $IVZ | Invesco Ltd. | $2.7M | 0.5% | +26% | — |
| 35 |  $MU | MICRON TECHNOLOGY INC | $2.6M | 0.5% | +22% | 88.4 |
| 36 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $2.1M | 0.4% | +6% | — |
| 37 |  $OKE | ONEOK INC /NEW/ | $1.7M | 0.3% | -8% | 72 |
| 38 | — | ISHARES TR - MSCI INTL QUALTY | $1.7M | 0.3% | -0% | — |
| 39 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $1.5M | 0.3% | +1% | — |
| 40 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.4M | 0.3% | +33% | — |
| 41 |  $GOOGL | Alphabet Inc. | $1.3M | 0.3% | +62% | 80.2 |
| 42 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.3M | 0.3% | -0% | — |
| 43 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 0.2% | +70% | — |
| 44 |  $CAT | CATERPILLAR INC | $1.2M | 0.2% | -0% | 67.8 |
| 45 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $1.2M | 0.2% | +6% | — |
| 46 |  $TSLA | Tesla, Inc. | $1.2M | 0.2% | +9% | 50.1 |
| 47 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.1M | 0.2% | +34% | — |
| 48 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $1.1M | 0.2% | +31% | — |
| 49 |  $KR | KROGER CO | $1.1M | 0.2% | -0% | 51.1 |
| 50 |  $EVRG | Evergy, Inc. | $1.1M | 0.2% | +4% | 56.2 |
| 51 |  $GOOG | Alphabet Inc. | $1.0M | 0.2% | +30% | 80.2 |
| 52 |  $META | Meta Platforms, Inc. | $1.0M | 0.2% | +3% | 80.9 |
| 53 | — | VANGUARD INDEX FDS - MID CAP ETF | $986,910 | 0.2% | +301% | — |
| 54 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | $976,950 | 0.2% | +3% | — |
| 55 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $955,671 | 0.2% | -38% | — |
| 56 | — | SPDR SERIES TRUST - ST STR SP600 SML | $942,115 | 0.2% | +2% | — |
| 57 |  $DE | DEERE & CO | $908,635 | 0.2% | +1% | 57.4 |
| 58 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $861,227 | 0.2% | NEW | — |
| 59 |  $JNJ | JOHNSON & JOHNSON | $849,595 | 0.2% | +4% | 72.8 |
| 60 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $799,930 | 0.1% | +12% | — |
| 61 |  $MMM | 3M CO | $794,750 | 0.1% | +0% | 60.7 |
| 62 |  $NUE | NUCOR CORP | $779,150 | 0.1% | +0% | 58.9 |
| 63 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $738,454 | 0.1% | -9% | — |
| 64 |  $GEV | GE Vernova Inc. | $731,197 | 0.1% | +6% | 70.1 |
| 65 | $WT | WisdomTree, Inc. | $720,577 | 0.1% | +0% | 62.9 |
| 66 |  $PLTR | Palantir Technologies Inc. | $719,621 | 0.1% | +83% | 85.8 |
| 67 |  $JPM | JPMORGAN CHASE & CO | $717,374 | 0.1% | +27% | 35.6 |
| 68 |  $BAC | BANK OF AMERICA CORP /DE/ | $702,646 | 0.1% | +0% | 68.4 |
| 69 |  $AVGO | Broadcom Inc. | $686,387 | 0.1% | +86% | 86.4 |
| 70 |  $LLY | ELI LILLY & Co | $685,379 | 0.1% | +22% | 89.3 |
| 71 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $683,651 | 0.1% | +6% | — |
| 72 |  $GLD | SPDR GOLD TRUST | $663,452 | 0.1% | +1% | — |
| 73 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $662,286 | 0.1% | +65% | — |
| 74 |  $PEP | PEPSICO INC | $655,548 | 0.1% | +58% | 62.7 |
| 75 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $648,234 | 0.1% | +11% | — |
| 76 | — | VANGUARD INDEX FDS - SMALL CP ETF | $621,320 | 0.1% | +5% | — |
| 77 |  $BA | BOEING CO | $594,860 | 0.1% | +2% | 51.8 |
| 78 | — | FIRST TR EXCHANGE TRADED FD - NASDQ OIL GAS | $552,406 | 0.1% | +2% | — |
| 79 |  $BE | Bloom Energy Corp | $551,519 | 0.1% | +0% | 54.4 |
| 80 |  $COST | COSTCO WHOLESALE CORP /NEW | $550,284 | 0.1% | +65% | 67 |
| 81 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $528,661 | 0.1% | NEW | — |
| 82 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $518,574 | 0.1% | +0% | — |
| 83 | — | CAPITAL GROUP INTERNATIONAL - SHS | $515,448 | 0.1% | +48% | — |
| 84 |  $ABBV | AbbVie Inc. | $485,641 | 0.1% | +0% | 59.3 |
| 85 |  $MRVL | Marvell Technology, Inc. | $483,821 | 0.1% | NEW | 77.3 |
| 86 |  $LOW | LOWES COMPANIES INC | $481,173 | 0.1% | -4% | 63.5 |
| 87 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $475,055 | 0.1% | +0% | — |
| 88 |  $MRK | Merck & Co., Inc. | $466,105 | 0.1% | +0% | 70.9 |
| 89 | $IVZ | Invesco Ltd. | $463,461 | 0.1% | +92% | — |
| 90 | — | ISHARES TR - MSCI USA SMCP MN | $457,745 | 0.1% | +0% | — |
| 91 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $453,023 | 0.1% | NEW | — |
| 92 |  $ALAB | Astera Labs, Inc. | $451,141 | 0.1% | NEW | 77.7 |
| 93 |  $PANW | Palo Alto Networks Inc | $442,644 | 0.1% | -5% | 66.5 |
| 94 | — | J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN | $439,245 | 0.1% | +0% | — |
| 95 |  $CVX | CHEVRON CORP | $437,156 | 0.1% | +0% | 54.7 |
| 96 | — | SPDR SERIES TRUST - ST STR SP DIV | $428,222 | 0.1% | +0% | — |
| 97 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $425,435 | 0.1% | +0% | — |
| 98 | — | VANGUARD WORLD FD - INF TECH ETF | $417,135 | 0.1% | +681% | — |
| 99 | — | ISHARES TR - MSCI USA QLT FCT | $411,840 | 0.1% | -0% | — |
| 100 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | $408,591 | 0.1% | -21% | — |
| 101 |  $LMT | LOCKHEED MARTIN CORP | $398,750 | 0.1% | +26% | 65 |
| 102 |  $KO | COCA COLA CO | $397,244 | 0.1% | -1% | 74 |
| 103 |  $PWR | QUANTA SERVICES, INC. | $394,812 | 0.1% | NEW | 62.6 |
| 104 |  $BITB | Bitwise Bitcoin ETF | $369,194 | 0.1% | +4% | — |
| 105 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $367,931 | 0.1% | +0% | — |
| 106 |  $STX | Seagate Technology Holdings plc | $366,700 | 0.1% | NEW | — |
| 107 |  $WMB | WILLIAMS COMPANIES, INC. | $363,766 | 0.1% | +26% | 72.8 |
| 108 |  $ECL | ECOLAB INC. | $358,014 | 0.1% | +0% | 64.3 |
| 109 | — | ISHARES TR - CORE S&P500 ETF | $355,738 | 0.1% | -5% | — |
| 110 |  $URI | UNITED RENTALS, INC. | $349,796 | 0.1% | +0% | 70.7 |
| 111 |  $FSK | FS KKR Capital Corp | $337,806 | 0.1% | -36% | — |
| 112 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $333,621 | 0.1% | +12% | — |
| 113 |  $V | VISA INC. | $330,017 | 0.1% | NEW | 83.5 |
| 114 | $IVZ | Invesco Ltd. | $327,245 | 0.1% | +0% | — |
| 115 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | $324,121 | 0.1% | NEW | — |
| 116 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $322,784 | 0.1% | +11% | — |
| 117 | — | ISHARES TR - CORE MSCI EAFE | $322,674 | 0.1% | -3% | — |
| 118 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $321,198 | 0.1% | -23% | — |
| 119 | — | INVESCO EXCH TRADED FD TR II - QQQ EQU WEI ETF | $319,271 | 0.1% | NEW | — |
| 120 |  $WFC | WELLS FARGO & COMPANY/MN | $311,981 | 0.1% | +2% | — |
| 121 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $303,112 | 0.1% | +9% | — |
| 122 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $296,771 | 0.1% | NEW | — |
| 123 |  $SLV | iShares Silver Trust | $293,871 | 0.1% | -71% | — |
| 124 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $290,857 | 0.1% | -1% | — |
| 125 |  $ELA | Envela Corp | $288,800 | 0.1% | +0% | 68.4 |
| 126 | — | CALAMOS ETF TR - RUSSE 2000 JANUA | $286,426 | 0.1% | +0% | — |
| 127 |  $NFLX | NETFLIX INC | $285,386 | 0.1% | -30% | 86.7 |
| 128 | — | ISHARES TR - MSCI USA VALUE | $280,733 | 0.1% | NEW | — |
| 129 |  $DVN | DEVON ENERGY CORP/DE | $280,632 | 0.1% | -0% | 70.2 |
| 130 | — | CALAMOS ETF TR - S&P 500 STRUCTU | $280,298 | 0.1% | +0% | — |
| 131 |  $PG | PROCTER & GAMBLE Co | $279,113 | 0.1% | +5% | 72.9 |
| 132 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | $277,130 | 0.1% | +0% | — |
| 133 |  $CRDO | Credo Technology Group Holding Ltd | $277,117 | 0.1% | NEW | — |
| 134 | — | CALAMOS ETF TR - S&P 500 STR MARC | $275,636 | 0.1% | +0% | — |
| 135 | — | ISHARES TR - CORE S&P MCP ETF | $269,268 | 0.1% | NEW | — |
| 136 | — | ISHARES TR - CORE S&P SCP ETF | $262,234 | 0.1% | NEW | — |
| 137 |  $MA | Mastercard Inc | $259,368 | 0.1% | NEW | 81.7 |
| 138 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $257,394 | 0.1% | +13% | — |
| 139 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $255,453 | 0.1% | +0% | — |
| 140 |  $TRV | TRAVELERS COMPANIES, INC. | $250,790 | 0.1% | +0% | 71.5 |
| 141 | — | SSGA ACTIVE TR - STATE STREET US | $250,619 | 0.1% | NEW | — |
| 142 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $250,430 | 0.1% | -0% | 66.7 |
| 143 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $247,128 | 0.1% | -2% | — |
| 144 | — | FIDELITY GREENWOOD STREET TR - HEDGED EQTY ETF | $244,019 | 0.1% | NEW | — |
| 145 | — | CAPITAL GROUP CORE BALANCED - SHS | $242,982 | 0.1% | NEW | — |
| 146 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $240,637 | 0.1% | -1% | — |
| 147 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $238,766 | 0.1% | -10% | — |
| 148 |  $INTC | INTEL CORP | $238,133 | 0.0% | NEW | 41.5 |
| 149 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $237,690 | 0.0% | NEW | — |
| 150 |  $NEE | NEXTERA ENERGY INC | $234,565 | 0.0% | +2% | 71.7 |
| 151 |  $TXN | TEXAS INSTRUMENTS INC | $230,715 | 0.0% | NEW | 70.4 |
| 152 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $228,493 | 0.0% | NEW | — |
| 153 |  $GE | GENERAL ELECTRIC CO | $227,817 | 0.0% | NEW | 74.8 |
| 154 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $227,352 | 0.0% | NEW | — |
| 155 |  $HD | HOME DEPOT, INC. | $223,504 | 0.0% | NEW | 69.2 |
| 156 |  $IONQ | IonQ, Inc. | $221,029 | 0.0% | NEW | 32.8 |
| 157 | $IVZ | Invesco Ltd. | $220,335 | 0.0% | NEW | — |
| 158 |  $VZ | VERIZON COMMUNICATIONS INC | $219,022 | 0.0% | +12% | 71.6 |
| 159 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $215,615 | 0.0% | NEW | — |
| 160 | — | AMERICAN CENTY ETF TR - DIVERSIFID CRP | $215,221 | 0.0% | +1% | — |
| 161 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $215,090 | 0.0% | NEW | — |
| 162 |  $COP | CONOCOPHILLIPS | $214,679 | 0.0% | +9% | 74.8 |
| 163 |  $CSCO | CISCO SYSTEMS, INC. | $212,543 | 0.0% | NEW | 72.3 |
| 164 | — | ISHARES TR - S&P MC 400VL ETF | $209,629 | 0.0% | NEW | — |
| 165 |  $ONB | OLD NATIONAL BANCORP /IN/ | $209,332 | 0.0% | -16% | — |
| 166 | — | PGIM ROCK ETF TR - LADDE S&P 12 ETF | $204,447 | 0.0% | NEW | — |
| 167 |  $ORCL | ORACLE CORP | $203,973 | 0.0% | -12% | 67.2 |
| 168 |  $GS | GOLDMAN SACHS GROUP INC | $203,615 | 0.0% | NEW | — |
| 169 |  $NUAI | New ERA Energy & Digital, Inc. | $127,600 | 0.0% | +0% | — |
| 170 |  $SMR | NUSCALE POWER Corp | $100,300 | 0.0% | NEW | 26.6 |
| 171 |  $FSCO | FS Credit Opportunities Corp. | $64,392 | 0.0% | +2% | — |
| 172 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $38,572 | 0.0% | +0% | 13.6 |
| 173 | — | DIREXION SHARES ETF TRUST - DAILY 20 YR TREA | $15,250 | 0.0% | NEW | — |
New Positions (38)
SPDR SERIES TRUST - ST STR P500ETF$34.4M
MFS ACTIVE EXCHANGE TRADED F - BLEND INTL ETF$30.6M
PUTNAM ETF TRUST - FOCUSED LAR CAP$21.6M
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$861,227
EA SERIES TRUST - ALPHA ARCH 1-3$528,661
$MRVL Marvell Technology, Inc.$483,821$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$453,023$ALAB Astera Labs, Inc.$451,141$PWR QUANTA SERVICES, INC.$394,812$STX Seagate Technology Holdings plc$366,700$V VISA INC.$330,017 FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF$324,121
INVESCO EXCH TRADED FD TR II - QQQ EQU WEI ETF$319,271
PIMCO ETF TR - ENHAN SHRT MA AC$296,771
ISHARES TR - MSCI USA VALUE$280,733
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AI-Powered Hedge Fund Analysis: ADAMSBROWN WEALTH CONSULTANTS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For ADAMSBROWN WEALTH CONSULTANTS LLC (SEC CIK: 1911244), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in ADAMSBROWN WEALTH CONSULTANTS LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.