Adamsbrown-Wealth-Consultants

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MMM",
  "ABBV",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BITB",
  null,
  null,
  null,
  "FSCO",
  "META",
  null,
  null,
  null,
  "HEFA",
  null,
  null,
  "MSFT",
  "EVRG",
  "DLN",
  "KR",
  "ORCL",
  "OKE",
  null,
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "GLD",
  null,
  null,
  null,
  "VO",
  "BTG",
  null,
  null,
  "TSM",
  null,
  "FSK",
  null,
  "ONB",
  "AMD",
  "SDY",
  "AMZN",
  "SCHB",
  "VGT",
  "VEA",
  null,
  null,
  "VBR",
  "VB",
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "SCHD",
  "ET",
  "SCHG",
  null,
  "DIA",
  null,
  null,
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "KO",
  "COP",
  "COST",
  "DE",
  "DVN",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 101
Total Value: 318362824
Accession Number: 0001951757-25-000289
Form Type: 13F-HR
CIK: adamsbrown-wealth-consultants
Manager Name: Adamsbrown-Wealth-Consultants

Data Enrichment

64% identified

65 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $318.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 6

Sort by:

808524797

SCHD|808524797

Shares:1.6M

Value:$44.9M

% of Portfolio:14.1% ($44.9M/$318.4M)

14020G101

Shares:917.4K

Value:$31.4M

% of Portfolio:9.9% ($31.4M/$318.4M)

14020Y102

Shares:1.2M

Value:$27.3M

% of Portfolio:8.6% ($27.3M/$318.4M)

46138G649

Shares:112.2K

Value:$21.7M

% of Portfolio:6.8% ($21.7M/$318.4M)

46137V472

Shares:199.7K

Value:$18.3M

% of Portfolio:5.7% ($18.3M/$318.4M)

46434V803

HEFA|46434V803

Shares:492.9K

Value:$17.9M

% of Portfolio:5.6% ($17.9M/$318.4M)

92189F692

Shares:174.9K

Value:$15.9M

% of Portfolio:5.0% ($15.9M/$318.4M)

33739P855

Shares:824.3K

Value:$15.4M

% of Portfolio:4.8% ($15.4M/$318.4M)

97717X594

Shares:355.2K

Value:$15.4M

% of Portfolio:4.8% ($15.4M/$318.4M)

808524706

Shares:429.0K

Value:$11.8M

% of Portfolio:3.7% ($11.8M/$318.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:21.8K

Value:$11.6M

% of Portfolio:3.6% ($11.6M/$318.4M)

33738D879

Shares:468.9K

Value:$11.1M

% of Portfolio:3.5% ($11.1M/$318.4M)

Apple Inc.

AAPL|037833100

Shares:26.4K

Value:$5.9M

% of Portfolio:1.8% ($5.9M/$318.4M)

33739Q200

Shares:98.6K

Value:$4.8M

% of Portfolio:1.5% ($4.8M/$318.4M)

46641Q852

Shares:90.5K

Value:$4.3M

% of Portfolio:1.4% ($4.3M/$318.4M)

46641Q654

Shares:53.1K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$318.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:21.3K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$318.4M)

MICROSOFT CORP

MSFT|594918104

Shares:6.2K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$318.4M)

46641Q837

Shares:45.4K

Value:$2.3M

% of Portfolio:0.7% ($2.3M/$318.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:4.8K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$318.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	1.6M	QoQ +4.81% (+73.9K) YoY +246.84% (+1.1M)	All Managers (Combined)	$44.9M	14.1% ($44.9M/$318.4M)	QoQ +7.27% (+$3.0M) YoY +20.27% (+$7.6M)
(cusip14020G101)✕	917.4K	QoQ +10.52% (+87.4K) YoY +15.67% (+124.3K)	All Managers (Combined)	$31.4M	9.9% ($31.4M/$318.4M)	QoQ +1.84% (+$569.5K) YoY +23.84% (+$6.0M)
(cusip14020Y102)✕	1.2M	QoQ +3.67% (+43.1K) YoY +30.32% (+283.3K)	All Managers (Combined)	$27.3M	8.6% ($27.3M/$318.4M)	QoQ +4.83% (+$1.3M) YoY +30.26% (+$6.4M)
(cusip46138G649)✕	112.2K	QoQ +4.60% (-4.9K) YoY +10.76% (+10.9K)	All Managers (Combined)	$21.7M	6.8% ($21.7M/$318.4M)	QoQ -4.06% (-$916.8K) YoY +17.02% (+$3.2M)
(cusip46137V472)✕	199.7K	QoQ +27.07% (+42.6K) YoY +46.36% (+63.3K)	All Managers (Combined)	$18.3M	5.7% ($18.3M/$318.4M)	QoQ +18.12% (+$2.8M) YoY +21.73% (+$3.3M)
(HEFAcusip46434V803)	492.9K	QoQ -10.10% (-55.4K) YoY -10.68% (-58.9K)	All Managers (Combined)	$17.9M	5.6% ($17.9M/$318.4M)	QoQ -6.11% (-$1.2M) YoY -7.07% (-$1.4M)
(cusip92189F692)✕	174.9K	QoQ +16.88% (+25.3K) YoY NEW(+174.9K)	All Managers (Combined)	$15.9M	5.0% ($15.9M/$318.4M)	QoQ +23.45% (+$3.0M) YoY NEW(+$15.9M)
(cusip33739P855)✕	824.3K	QoQ +8.15% (+62.1K) YoY +33.50% (+206.9K)	All Managers (Combined)	$15.4M	4.8% ($15.4M/$318.4M)	QoQ +8.15% (+$1.2M) YoY +37.02% (+$4.2M)
(cusip97717X594)✕	355.2K	QoQ -4.54% (-16.9K) YoY +7.19% (+23.8K)	All Managers (Combined)	$15.4M	4.8% ($15.4M/$318.4M)	QoQ -4.69% (-$759.9K) YoY +1.26% (+$192.4K)
(cusip808524706)✕	429.0K	QoQ +14.27% (+53.6K) YoY +27.85% (+93.5K)	All Managers (Combined)	$11.8M	3.7% ($11.8M/$318.4M)	QoQ +18.30% (+$1.8M) YoY +39.60% (+$3.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	21.8K	QoQ +13.61% (+2.6K) YoY +198.07% (+14.5K)	All Managers (Combined)	$11.6M	3.6% ($11.6M/$318.4M)	QoQ +33.48% (+$2.9M) YoY +277.49% (+$8.5M)
(cusip33738D879)✕	468.9K	QoQ NEW(+468.9K) YoY NEW(+468.9K)	All Managers (Combined)	$11.1M	3.5% ($11.1M/$318.4M)	QoQ NEW(+$11.1M) YoY NEW(+$11.1M)
Apple Inc.(AAPLcusip037833100)	26.4K	QoQ -3.80% (-1.0K) YoY +15.35% (+3.5K)	All Managers (Combined)	$5.9M	1.8% ($5.9M/$318.4M)	QoQ -14.67% (-$1.0M) YoY +49.41% (+$1.9M)
(cusip33739Q200)✕	98.6K	QoQ +1.33% (+1.3K) YoY NEW(+98.6K)	All Managers (Combined)	$4.8M	1.5% ($4.8M/$318.4M)	QoQ +2.35% (+$111.4K) YoY NEW(+$4.8M)
(cusip46641Q852)✕	90.5K	QoQ -2.44% (-2.3K) YoY -70.97% (-221.2K)	All Managers (Combined)	$4.3M	1.4% ($4.3M/$318.4M)	QoQ -1.14% (-$50.2K) YoY -70.81% (-$10.5M)
(cusip46641Q654)✕	53.1K	QoQ -1.37% (-742) YoY NEW(+53.1K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$318.4M)	QoQ -1.10% (-$30.2K) YoY NEW(+$2.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	21.3K	QoQ +2.31% (+482) YoY +6.15% (+1.2K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$318.4M)	QoQ +13.12% (+$293.6K) YoY +8.61% (+$200.7K)
MICROSOFT CORP(MSFTcusip594918104)	6.2K	QoQ +4.39% (-262) YoY +14.98% (+812)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$318.4M)	QoQ -7.03% (-$176.9K) YoY +2.60% (+$59.4K)
(cusip46641Q837)✕	45.4K	QoQ +104.25% (+23.2K) YoY NEW(+45.4K)	All Managers (Combined)	$2.3M	0.7% ($2.3M/$318.4M)	QoQ +105.30% (+$1.2M) YoY NEW(+$2.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	4.8K	QoQ +3.14% (-145) YoY +5.87% (+264)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$318.4M)	QoQ -5.39% (-$127.3K) YoY +11.80% (+$235.7K)