AdamsBrown Wealth Consultants LLC has disclosed its holdings in a recent filing, reporting a total of approximately $548 million in assets as of September 30, 2026. This filing is significant as it provides insight into the company’s investment strategies and positions across various sectors.
AdamsBrown Wealth Consultants is a wealth management firm based in Wichita, Kansas. The company specializes in providing investment management and financial planning services. The firm operates under the Central Index Key (CIK) number 0001911244 and is categorized under the SIC code for wealth management and financial advisory services.
The recent filing, dated October 20, 2026, is a 13F-HR report, which is required for institutional investment managers. According to the filing, the total number of entries reported was 176, indicating a diversified portfolio. The report also confirms that the total value of the reported holdings amounts to $548,072,133.
Brenda Bickle, the Chief Compliance Officer, signed the filing, which underscores the firm's commitment to regulatory compliance and transparency in its investment activities. The filing indicates that the firm has sole investment discretion over the reported assets, reflecting a focused management approach.
The filing reveals significant investments in various sectors, with notable holdings in exchange-traded funds (ETFs) and other asset classes. Some of the key positions include:
1. **Fidelity Greenwood Street TR** - Value: $349,816
2. **Vanguard Star FDS** - Value: $318,243
3. **J P Morgan Exchange Traded F** - Value: $714,874
4. **Fidelity Wise Origin Bitcoin** - Value: $416,518
5. **Quanta Services Inc** - Value: $312,328
The focus on ETFs suggests a strategic alignment with industry trends favoring low-cost, diversified investment vehicles. This trend is reflective of broader movements within the wealth management industry, where firms are increasingly adopting ETFs to enhance portfolio performance and manage risk.
AdamsBrown’s recent filing may influence competitors in the wealth management space, prompting them to evaluate their own investment strategies and portfolio compositions. As the industry continues to evolve, firms may need to adapt to the growing popularity of ETFs and similar investment products.
Looking ahead, the filing does not specify what actions or changes may occur next for AdamsBrown Wealth Consultants. However, the firm’s ongoing commitment to transparency and regulatory compliance is likely to remain a focal point as it navigates the dynamic landscape of wealth management.