• 13F History

ADAMSBROWN WEALTH CONSULTANTS LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$318M
Signature - Title
Brenda Bickle - Chief Compliance Officer
Location
Great Bend, KS
Summary
This page shows a list of all the recent 13F filings made by ADAMSBROWN WEALTH CONSULTANTS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ADAMSBROWN WEALTH CONSULTANTS LLC reported 101 stock holdings with total value $318M as of Q1 2025. Top holdings included SCHD, CGGR, CGCP, QQQM, and XMHQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 101 $318M +$35.7M -$8.36M +$27.4M SCHD, CGGR, CGCP, QQQM, XMHQ 13F-HR 4/11/2025, 09:51 AM
Q4 2024 97 $293M +$55.6M -$17.4M +$38.2M SCHD, CGGR, CGCP, QQQM, HEFA 13F-HR 1/24/2025, 02:21 PM
Q3 2024 93 $288M +$25.3M -$6.54M +$18.8M SCHD, CGGR, CGCP, QQQM, HEFA 13F-HR 10/11/2024, 04:08 PM
Q2 2024 84 $257M +$12.9M -$2.24M +$10.7M SCHD, CGGR, CGCP, QQQM, HEFA 13F-HR 7/12/2024, 12:35 PM
Q1 2024 82 $247M +$23.3M -$22.3M +$1.04M SCHD, CGGR, CGCP, HEFA, QQQM 13F-HR 4/30/2024, 09:49 AM
Q4 2023 82 $229M +$15.8M -$5.51M +$10.3M SCHD, HEFA, CGGR, CGCP, QQQM 13F-HR 1/29/2024, 08:11 AM
Q3 2023 82 $203M +$47M -$26.3M +$20.7M SCHD, HEFA, CGGR, CGCP, QQQM 13F-HR 10/24/2023, 04:56 PM
Q2 2023 78 $189M +$23.1M -$11.3M +$11.8M SCHD, CGGR, CGCP, JPIB, JPME 13F-HR 7/12/2023, 04:23 PM
Q1 2023 76 $173M +$12.4M -$5.55M +$6.88M SCHD, CGGR, CGCP, JPIB, FPEI 13F-HR 5/10/2023, 05:08 PM
Q4 2022 76 $165M +$35.7M -$10.1M +$25.6M SCHD, CGGR, CGCP, FPEI, JPIB 13F-HR 1/27/2023, 08:32 AM
Q3 2022 76 $131M +$28.8M -$13M +$15.8M SCHD, CGGR, JPIB, FPEI, SPSM 13F-HR 10/26/2022, 09:03 PM
Q2 2022 85 $127M +$29.2M -$10.5M +$18.7M SCHD, JPIB, SCHZ, CGGR, FPEI 13F-HR 7/26/2022, 07:54 PM
Q1 2022 90 $126M +$23.9M -$3.81M +$20.1M SCHD, SCHZ, SCHM, JPIB, FPEI 13F-HR 5/16/2022, 09:43 AM
Q4 2021 80 $111M SCHD, SCHZ, SCHM, JPIB, FPEI 13F-HR 2/17/2022, 04:02 PM