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
0
9213
TESLA INC
COM
88160R101
253841
1444
SH
SOLE
0
0
1444
KROGER CO
COM
501044101
530715
9290
SH
SOLE
0
0
9290
PIMCO ETF TR
0-5 HIGH YIELD
72201R783
964283
10315
SH
SOLE
0
0
10315
BOEING CO
COM
097023105
351628
1822
SH
SOLE
0
0
1822
NVIDIA CORPORATION
COM
67066G104
1312521
1453
SH
SOLE
0
0
1453
DEVON ENERGY CORP NEW
COM
25179M103
458290
9133
SH
SOLE
0
0
9133
FIRST TR EXCHANGE-TRADED FD
NASDQ OIL GAS
33738R845
200287
6202
SH
SOLE
0
0
6202
INVESCO QQQ TR
UNIT SER 1
46090E103
1996793
4497
SH
SOLE
0
0
4497
COCA COLA CO
COM
191216100
283227
4629
SH
SOLE
0
0
4629
CAPITAL GROUP GBL GROWTH EQT
SHS CREATION UNI
14020X104
216538
7519
SH
SOLE
0
0
7519
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
1338776
29104
SH
SOLE
0
0
29104
OLD NATL BANCORP IND
COM
680033107
201461
11572
SH
SOLE
0
0
11572
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
33739P855
11249731
617439
SH
SOLE
0
0
617439
DISNEY WALT CO
COM
254687106
264062
2158
SH
SOLE
0
0
2158
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
15221349
331331
SH
SOLE
0
0
331331
SPDR SER TR
S&P DIVID ETF
78464A763
1299820
9904
SH
SOLE
0
0
9904
ISHARES TR
MSCI USA SMCP MN
46435G433
466840
12466
SH
SOLE
0
0
12466
ISHARES TR
MSCI INTL QUALTY
46434V456
3207887
80885
SH
SOLE
0
0
80885
ABBVIE INC
COM
00287Y109
265177
1456
SH
SOLE
0
0
1456
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
46137V472
15017922
136465
SH
SOLE
0
0
136465
ENVELA CORP
COM
29402E102
46200
10000
SH
SOLE
0
0
10000
VANGUARD INDEX FDS
MID CAP ETF
922908629
635854
2545
SH
SOLE
0
0
2545
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
46641Q886
565766
5707
SH
SOLE
0
0
5707
BANK AMERICA CORP
COM
060505104
384094
10129
SH
SOLE
0
0
10129
UNITED RENTALS INC
COM
911363109
222402
308
SH
SOLE
0
0
308
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
371487
1936
SH
SOLE
0
0
1936
JOHNSON & JOHNSON
COM
478160104
446520
2823
SH
SOLE
0
0
2823
CONOCOPHILLIPS
COM
20825C104
317395
2494
SH
SOLE
0
0
2494
VANGUARD WORLD FD
INF TECH ETF
92204A702
356783
680
SH
SOLE
0
0
680
VULCAN MATLS CO
COM
929160109
382088
1400
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