0001951757-24-000414.txt : 20240430 0001951757-24-000414.hdr.sgml : 20240430 20240430094931 ACCESSION NUMBER: 0001951757-24-000414 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240430 DATE AS OF CHANGE: 20240430 EFFECTIVENESS DATE: 20240430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ADAMSBROWN WEALTH CONSULTANTS LLC CENTRAL INDEX KEY: 0001911244 ORGANIZATION NAME: IRS NUMBER: 843726120 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22279 FILM NUMBER: 24894509 BUSINESS ADDRESS: STREET 1: 2006 BROADWAY AVENUE STREET 2: SUITE 2A CITY: GREAT BEND STATE: KS ZIP: 67530 BUSINESS PHONE: (620) 792-2428 MAIL ADDRESS: STREET 1: 2006 BROADWAY AVENUE STREET 2: SUITE 2A CITY: GREAT BEND STATE: KS ZIP: 67530 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001911244 XXXXXXXX 03-31-2024 03-31-2024 ADAMSBROWN WEALTH CONSULTANTS LLC
2006 BROADWAY AVENUE SUITE 2A GREAT BEND KS 67530
13F HOLDINGS REPORT 028-22279 N
Brenda Bickle Chief Compliance Officer (620) 792-2428 Brenda Bickle Great Bend KS 04-29-2024 0 82 247100057 false
INFORMATION TABLE 2 F_13F_AdamsBrown_Q12024.xml CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 25370687 793082 SH SOLE 0 0 793082 3M CO COM 88579Y101 523114 4932 SH SOLE 0 0 4932 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 18510984 101325 SH SOLE 0 0 101325 SPDR SER TR PORTFOLIO S&P600 78468R853 1072413 24917 SH SOLE 0 0 24917 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 203011 4139 SH SOLE 0 0 4139 EXXON MOBIL CORP COM 30231G102 2329187 20038 SH SOLE 0 0 20038 MICROSOFT CORP COM 594918104 2278871 5417 SH SOLE 0 0 5417 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 37359667 463347 SH SOLE 0 0 463347 ALPHABET INC CAP STK CL C 02079K107 234937 1543 SH SOLE 0 0 1543 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 361786 1737 SH SOLE 0 0 1737 FS KKR CAP CORP COM 302635206 1180213 61888 SH SOLE 0 0 61888 VANGUARD INDEX FDS TOTAL STK MKT 922908769 605933 2331 SH SOLE 0 0 2331 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 204161 7825 SH SOLE 0 0 7825 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1287099 15806 SH SOLE 0 0 15806 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3072319 7306 SH SOLE 0 0 7306 ONEOK INC NEW COM 682680103 1184617 14776 SH SOLE 0 0 14776 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 20983564 934264 SH SOLE 0 0 934264 WALMART INC COM 931142103 1160769 19291 SH SOLE 0 0 19291 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 14842734 311691 SH SOLE 0 0 311691 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8472599 335548 SH SOLE 0 0 335548 VERIZON COMMUNICATIONS INC COM 92343V104 281017 6697 SH SOLE 0 0 6697 VANGUARD INDEX FDS SMALL CP ETF 922908751 428711 1875 SH SOLE 0 0 1875 MERCK & CO INC COM 58933Y105 398463 3020 SH SOLE 0 0 3020 CHEVRON CORP NEW COM 166764100 307915 1952 SH SOLE 0 0 1952 ECOLAB INC COM 278865100 279191 1209 SH SOLE 0 0 1209 JPMORGAN CHASE & CO COM 46625H100 271759 1357 SH SOLE 0 0 1357 ISHARES TR MSCI USA QLT FCT 46432F339 310983 1892 SH SOLE 0 0 1892 AMAZON COM INC COM 023135106 1661841 9213 SH SOLE 0 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SH SOLE 0 0 1400 PEPSICO INC COM 713448108 1238644 7078 SH SOLE 0 0 7078 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 298499 3219 SH SOLE 0 0 3219 WISDOMTREE TR US LARGECAP DIVD 97717W307 686602 9511 SH SOLE 0 0 9511 PROCTER AND GAMBLE CO COM 742718109 281066 1732 SH SOLE 0 0 1732 FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE 33733E831 349580 12857 SH SOLE 0 0 12857 SPDR GOLD TR GOLD SHS 78463V107 345198 1678 SH SOLE 0 0 1678 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 288929 4733 SH SOLE 0 0 4733 EVERGY INC COM 30034W106 1051399 19696 SH SOLE 0 0 19696 ISHARES TR MSCI USA MIN VOL 46429B697 258847 3097 SH SOLE 0 0 3097 DEERE & CO COM 244199105 475924 1159 SH SOLE 0 0 1159 ISHARES TR HDG MSCI EAFE 46434V803 19249880 551889 SH SOLE 0 0 551889 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9212705 62362 SH SOLE 0 0 62362 META PLATFORMS INC CL A 30303M102 738712 1521 SH SOLE 0 0 1521 ADVANCED MICRO DEVICES INC COM 007903107 918153 5087 SH SOLE 0 0 5087 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 846463 16872 SH SOLE 0 0 16872 SELECT SECTOR SPDR TR ENERGY 81369Y506 289232 3064 SH SOLE 0 0 3064 LOCKHEED MARTIN CORP COM 539830109 208318 458 SH SOLE 0 0 458 SPDR S&P 500 ETF TR TR UNIT 78462F103 422878 808 SH SOLE 0 0 808 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 221450 557 SH SOLE 0 0 557 ENDEAVOUR SILVER CORP COM 29258Y103 36150 15000 SH SOLE 0 0 15000 APPLE INC COM 037833100 3928951 22912 SH SOLE 0 0 22912 FS CREDIT OPPORTUNITIES CORP COMMON STOCK 30290Y101 110796 18684 SH SOLE 0 0 18684 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1155736 2404 SH SOLE 0 0 2404 LOWES COS INC COM 548661107 477663 1875 SH SOLE 0 0 1875