Adamsbrown Wealth Consultants LLC reported 74 positions worth $98.52M for the quarter ended Sep 30, 2026, up 9.2% on the prior quarter. It opened 4 new positions, added to 49, trimmed 18 and exited 7. Its largest holding is Berkshire Hathaway Inc at 28% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +17.2K | +648.2% | $2.59M | 3.04% |
| TSLA Tesla, Inc. | +5,952 | +216.5% | $2.11M | 3.13% |
| BRK-B Berkshire Hathaway Inc | +2,086 | +3.9% | $1.04M | 28% |
| FAST Fastenal Co | +9,413 | – | $466.23K | 0.473% |
| PSX Phillips 66 | +1,136 | – | $289.97K | 0.294% |
| AVGO Broadcom Inc. | +700 | +38.5% | $245.80K | 0.897% |
| WMT Walmart Inc. | +2,295 | +9.6% | $238.50K | 2.77% |
| ISRG Intuitive Surgical Inc | +513 | – | $208.60K | 0.212% |
| CTAS Cintas Corp | +1,063 | – | $207.37K | 0.21% |
| AMZN Amazon Com Inc | +641 | +5.1% | $159.71K | 3.31% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NUE Nucor Corp | -1,829 | -52.3% | $427.40K | 0.396% |
| PLTR Palantir Technologies Inc. | -1,638 | -26.6% | $306.39K | 0.86% |
| CRDO Credo Technology Group Holding Ltd | -1,019 | -100.0% | $277.12K | Exited |
| IBM International Business Machines Corp | -891 | -100.0% | $250.43K | Exited |
| MMM 3M Co | -1,500 | -30.6% | $246.22K | 0.568% |
| GE General Electric Co | -610 | -100.0% | $227.82K | Exited |
| HD Home Depot, Inc. | -634 | -100.0% | $223.50K | Exited |
| IONQ IonQ, Inc. | -4,150 | -100.0% | $221.03K | Exited |
| CSCO Cisco Systems, Inc. | -1,809 | -100.0% | $212.54K | Exited |
| ORCL Oracle Corp | -1,392 | -100.0% | $203.97K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CRDO Credo Technology Group Holding Ltd | -1,019 | $277.12K | 0.307% |
| IBM International Business Machines Corp | -891 | $250.43K | 0.278% |
| GE General Electric Co | -610 | $227.82K | 0.253% |
| HD Home Depot, Inc. | -634 | $223.50K | 0.248% |
| IONQ IonQ, Inc. | -4,150 | $221.03K | 0.245% |
| CSCO Cisco Systems, Inc. | -1,809 | $212.54K | 0.236% |
| ORCL Oracle Corp | -1,392 | $203.97K | 0.226% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 55.4K | $27.59M | 28% | +2,086 | +3.9% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 25.7K | $8.55M | 8.68% | +419 | +1.7% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 21.6K | $4.94M | 5.01% | -457 | -2.1% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 7,519 | $3.86M | 3.91% | -108 | -1.4% | Reduced | 0% |
| 5 | XOM ExxonMobil Holdings Corp | Energy | 22.9K | $3.73M | 3.78% | +488 | +2.2% | Added | 0% |
| 6 | AMD Advanced Micro Devices Inc | Technology | 5,513 | $3.37M | 3.42% | -136 | -2.4% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 13.1K | $3.26M | 3.31% | +641 | +5.1% | Added | 0% |
| 8 | TSLA Tesla, Inc. | Consumer Discretionary | 8,701 | $3.09M | 3.13% | +5,952 | +216.5% | Added | 0% |
| 9 | SPCX Space Exploration Technologies Corp | Industrials | 19.8K | $2.99M | 3.04% | +17.2K | +648.2% | Added | 0% |
| 10 | WMT Walmart Inc. | Consumer Staples | 26.3K | $2.73M | 2.77% | +2,295 | +9.6% | Added | 0% |
| 11 | MU Micron Technology Inc | Technology | 2,384 | $2.54M | 2.58% | +144 | +6.4% | Added | 0% |
| 12 | OKE Oneok Inc | Energy | 19.4K | $1.66M | 1.68% | +215 | +1.1% | Added | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 3,959 | $1.35M | 1.37% | +187 | +5.0% | Added | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 1,691 | $1.23M | 1.25% | -98 | -5.5% | Reduced | 0% |
| 15 | KR Kroger Co | Consumer Staples | 19.6K | $1.15M | 1.17% | +45 | +0.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Adamsbrown Wealth Consultants.
As of its Q3 2026 13F filing, Adamsbrown Wealth Consultants LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 28.0%, Apple Inc. (AAPL) at 8.7%, Nvidia Corp (NVDA) at 5.0%, Microsoft Corp (MSFT) at 3.9%, ExxonMobil Holdings Corp (XOM) at 3.8% of the reported portfolio.
Adamsbrown Wealth Consultants LLC reported a 13F portfolio worth $98.52M across 74 positions for Q3 2026. That is up 9.2% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($2.59M), Tesla, Inc. ($2.11M), Berkshire Hathaway Inc ($1.04M). It opened 4 new positions.
Its largest sales by value were Nucor Corp ($427.40K), Palantir Technologies Inc. ($306.39K), Credo Technology Group Holding Ltd ($277.12K). It exited 7 positions entirely.
From the Form 13F-HR reports Adamsbrown Wealth Consultants LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.