Titelia

Holdings of ADAMSBROWN WEALTH CONSULTANTS LLC

125 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 64.4 % of the equity sleeve

Sector breakdown

  • Financials 7.4 %
  • Technology 4.7 %
  • Funds 3.3 %
  • Energy 2.0 %
  • Consumer staples 1.6 %
  • Industrials 1.3 %
  • Consumer discretionary 1.1 %
  • Communication 0.9 %
  • Health care 0.6 %
  • Utilities 0.4 %
  • Materials 0.3 %
  • Unattributed 76.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US124348.5M $99.86 %
2TW1505.6K $0.14 %

Positions

RankCompanySharesValueWeight
101Fidelity Wise Origin Bitcoin Fund 4,473264K $
102Procter & Gamble Co/The 1,821263K $
103Select Sector Spdr Trust 5,180255.7K $
104ConocoPhillips 1,895250.2K $
105First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 1,515247.8K $
106Bloom Energy Corp 1,820246.6K $
107NextEra Energy Inc 2,609242.4K $
108Oracle Corp 1,588233.7K $
109Verizon Communications Inc 4,635232.7K $
110QXO Inc 11,657226.4K $
111United Rentals Inc 309224.8K $
112Travelers Cos Inc/The 758221K $
113Occidental Petroleum Corp 3,378219.5K $
114Palo Alto Networks Inc 1,360218K $
115Invesco S&P 500 Equal Weight ETF 1,132217.3K $
116International Business Machines Corp. 895216.8K $
117Old National Bancorp/IN 9,676213.8K $
118American Century Diversified Corporate Bond ETF 4,537211.5K $
119Capital Group International Focus Equity ETF 7,021207K $
120Phillips 66 1,131206.1K $
121Honeywell International Inc 885200.1K $
122Envela Corp 10,000166.6K $
123New Era Energy & Digital Inc 20,00081.2K $
124FS Credit Opportunities Corp 12,68064.7K $
125Recursion Pharmaceuticals Inc 10,51032.3K $