Adamsbrown Wealth Consultants LLC
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$756.7M
Holdings
137
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CGGR
CAPITAL GROUP GROWTH ETF
Held since at least Q1 2024
11.5%
02
$IDMO
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
8.6%
03
$QQQM
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
8.5%
04
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
6.4%
05
$FMDE
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
5.7%
06
$RDVI
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
4.5%
07
$PPH
VANECK ETF TRUST
Held since at least Q1 2024
4.1%
08
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.5%
09
$UTES
ETFIS SER TR I
Held since at least Q1 2024
3.4%
10
$LMBS
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:27 UTC.