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Brenda Bickle

Adamsbrown Wealth Consultants Llc

Assets Managed
$530.174M
Holdings
173
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
40.14%(2Q avg: 22.73%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Adamsbrown Wealth Consultants Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 173 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 530.174M in assets, with a quarterly growth rate of 40.14% and a 2-quarter average growth rate of 22.73%. The portfolio is managed by Brenda Bickle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGGR
Cap Group Growth Equity
Recent Activity
Increased 3.33%
9.92%
$52.562M
1.114M shares@ $47.21 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 1.91%
7.88%
$41.758M
137,829 shares@ $302.97 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 5.06%
7.11%
$37.66M
624,654 shares@ $60.3 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
New Position
6.48%
$34.351M
390,890 shares@ $87.88 avg price
BRIE
Mfs Br Intl Equity Etf
Recent Activity
New Position
5.78%
$30.638M
1.01M shares@ $30.32 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 4.99%
5.04%
$26.679M
53,317 shares@ $500.4 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 4.02%
4.79%
$25.388M
625,634 shares@ $40.58 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
New Position
4.08%
$21.617M
424,275 shares@ $50.95 avg price
RDVI
Ft Vest Rising Dividend Achi
Recent Activity
Increased 2.14%
3.81%
$20.171M
686,102 shares@ $29.41 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Increased 5.92%
3.33%
$17.653M
242,154 shares@ $72.91 avg price

1-10 of 173