ADAMSBROWN WEALTH CONSULTANTS LLC - Portfolio Stock Holdings
ADAMSBROWN WEALTH CONSULTANTS LLC disclosed 186 stock positions in a recent SEC 13F filing. $548,072,493 of stock holdings were filed, with the largest holdings including QQQM, IDMO, and SPYM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,121,047,762 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
186Est. Stock Holding Value:
$548,072,493Top Stock Holdings By Sector
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Portfolio Stock Holdings - ADAMSBROWN WEALTH CONSULTANTS LLC
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% of Portfolio
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