Adamsbrown Wealth Consultants Portfolio Shifts: Q2 2026 Activity Analysis

Adamsbrown Wealth Consultants Llc managed a portfolio valued at $486 million as of June 30, 2026. The investment firm demonstrated active buying behavior this quarter, significantly increasing its holdings in several exchange-traded funds.

The most prominent purchase was the SPDR Series Trust (SPLG), with shares quintupling from the previous period (SPLG). Adamsbrown also substantially increased its position in Putnam ETF Trust (PVAL) by 100%, acquiring an additional PVAL shares this quarter. Furthermore, the firm boosted its holdings of Capital Group Growth ETF (CGGR), iShares FTSE Emerging Markets Index Fund (IDMO), and Fiduciary Venturesco Govt Investerd III (FMDE) by significant percentages.

In addition to these substantial increases, Adamsbrown initiated new positions or significantly increased others. The firm added shares of First TR Exchange-Traded Fund for Income Investors (RDVI) and Vaneck ETF Trust (PPH), indicating confidence in these fixed income vehicles.

Conversely, Adamsbrown also showed signs of divesting certain assets. The sale of iShares Silver Trust (SLV) was particularly noteworthy, with the position decreasing by 71% in value and a reduction in shares from this quarter.

While not explicitly detailed as "changed_holdings," notable sales were also observed. Adamsbrown sold its entire stake in Capital Group Fixed Income ETF (CGCP), reducing it to zero allocation (CGCP). Additionally, the firm disposed of all holdings in FS KKR Cap Corp (FSK) and exited its position in INVESCO Actively Managed ETF (VRIG), which now holds zero allocation.

The portfolio's sector allocations also saw changes. Financial Services holdings, including FSK, decreased significantly or were sold entirely. The firm maintained a strong focus on fixed income and ETFs, with substantial purchases in SPDR Series Trust (SPLG) and Putnam ETF Trust (PVAL), contributing to these sectors' prominence.

Overall, Adamsbrown Wealth Consultants displayed active management this quarter, favorably increasing positions in several key ETFs while strategically exiting other holdings like SLV. For more details on their investment activities or to view the full portfolio breakdown, visit Adamsbrown Wealth Consultants Llc.