Portfolio (Quarterly) Guide ↗

ADAMSBROWN WEALTH CONSULTANTS LLC

· CIK 0001911244

13F Portfolio $378M AUM 138 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 19 New 66 Added 31 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GBIL	GOLDMAN SACHS ETF TR	—	3,372	$337K	0.09%	SOLD
2	ITA	ISHARES TR	—	1,354	$291K	0.08%	SOLD
3	NLR	VANECK ETF TRUST	—	1,928	$239K	0.07%	SOLD
4	V	VISA INC	Financial Services	620	$217K	0.06%	SOLD
5	UCON	FIRST TR EXCHNG TRADED FD VI	—	8,292	$209K	0.06%	SOLD
6	ET	ENERGY TRANSFER L P	Energy	12,030	$198K	0.06%	SOLD

Sector Allocation

Technology 29.7%

Financial Services 16.7%

Energy 13.7%

Consumer Defensive 10.3%

Consumer Cyclical 7.9%

Industrials 7.5%

Communication Services 5.6%

Healthcare 3.8%

Utilities 3.1%

Basic Materials 1.7%