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Brenda Bickle

Adamsbrown Wealth Consultants Llc

Assets Managed
$378.337M
Holdings
138
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
5.32%(2Q avg: 2.14%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Adamsbrown Wealth Consultants Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Adamsbrown Wealth Consultants Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 378.337M in assets, with a quarterly growth rate of 5.32% and a 2-quarter average growth rate of 2.14%. The portfolio is managed by Brenda Bickle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGGR
Cap Group Growth Equity
Recent Activity
Increased 3.71%
11.45%
$43.316M
1.078M shares@ $40.2 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 8.36%
8.62%
$32.608M
594,609 shares@ $54.85 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 3.31%
8.5%
$32.137M
135,246 shares@ $237.62 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 5.72%
6.44%
$24.337M
50,787 shares@ $479.2 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 7.48%
5.72%
$21.63M
601,489 shares@ $35.97 avg price
RDVI
Ft Vest Rising Dividend Achi
Recent Activity
Increased 4.02%
4.54%
$17.164M
671,774 shares@ $25.55 avg price
PPH
Vaneck Pharmaceutical Etf
Recent Activity
Increased 4.04%
4.09%
$15.459M
148,811 shares@ $103.89 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -5.32%
3.48%
$13.154M
428,752 shares@ $30.68 avg price
UTES
Virtus Reaves Utilities Etf
Recent Activity
Increased 8.44%
3.36%
$12.697M
158,906 shares@ $79.9 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 12.97%
3.33%
$12.572M
252,406 shares@ $49.81 avg price

1-10 of 138