Long-term investor
Adamsbrown Wealth Consultants LLC @adamsbrownwealthconsulta
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911244).
Record
- Tracked since 2025-06-30 (441 days), 104 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +15.6% · all +15.6%
- Max drawdown n/a · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGGR · 9.9% · long · since 2025-06-30
- QQQM · 7.9% · long · since 2025-06-30
- IDMO · 7.1% · long · since 2025-06-30
- SPYM · 6.5% · long · since 2026-06-30
- BRIE · 5.8% · long · since 2026-06-30
- BRK-B · 5.0% · long · since 2025-06-30
- FMDE · 4.8% · long · since 2025-09-30
- PVAL · 4.1% · long · since 2026-06-30
- RDVI · 3.8% · long · since 2025-06-30
- FRDM · 3.3% · long · since 2026-03-31
- PPH · 3.2% · long · since 2025-06-30
- UTES · 2.6% · long · since 2025-09-30