ADAMSBROWN WEALTH CONSULTANTS LLC

RIA/Wealth

ADAMSBROWN WEALTH CONSULTANTS LLC is a RIA/Wealth based in Mclean, VA led by Justin Trent Mitchell, reporting $880.9M in AUM as of Q3 2025 with 81% ETF concentration, 64% concentrated in top 10 holdings, and minimal technology exposure.

PartnerJustin Trent Mitchell

Portfolio Value: $363.0M
Positions: 115
Top Holding: CGGR at 12.61%
Last Reported: Q3 2025

Address8280 Greensboro Drive, Suite 220, Mclean, VA, 22102, United States

Top Holdings

Largest long holdings in ADAMSBROWN WEALTH CONSULTANTS LLC's portfolio (64.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Capital Group Growth CGGR	ETF ETF	$45.8M	12.61%	+$570.5K Bought	— 1.0M shares	Q2 2022 Held for 3y 5m
2 CGCP Capital Group Core Plus Income CGCP	ETF ETF	$33.1M	9.12%	+$4.4M Bought	— 1.5M shares	Q3 2022 Held for 3y 2m
3 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$32.7M	9.00%	+$2.9M Bought	— 132.2K shares	Q2 2022 Held for 3y 5m
4 Invesco S&P International Developed Momentum IDMO	ETF ETF	$26.3M	7.25%	+$23.3M Bought	— 487.2K shares	Q1 2025 Held for 8 months
5 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$22.7M	6.24%	+$4.5M Bought	0.00% 45.1K shares	Q4 2021 Held for 3y 11m
6 Fidelity Enhanced Mid Cap FMDE	ETF ETF	$18.2M	5.03%	+$18.2M New	— 504.6K shares	Q3 2025 Held for 2 months
7 FT Vest Rising Dividend Achievers Target Income RDVI	ETF ETF	$15.4M	4.24%	+$1.4M Bought	— 595.3K shares	Q1 2025 Held for 8 months
8 Schwab Emerging Markets Equity SCHE	ETF ETF	$14.2M	3.91%	+$535.5K Bought	— 425.1K shares	Q3 2022 Held for 3y 2m
9 Schwab US Dividend Equity SCHD	ETF ETF	$13.2M	3.64%	-$17.7M Sold	— 484.4K shares	Q4 2021 Held for 3y 11m
10 VanEck Pharmaceutical PPH	ETF ETF	$12.4M	3.41%	-$5.3M Sold	— 136.9K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in ADAMSBROWN WEALTH CONSULTANTS LLC's latest filing

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Market Value

$363.0M

Prior: $344.8M

Q/Q Change

+5.28%

+$18.2M

Net Flows % of MV

-0.022%

Turnover Ratio

21.24%

New Purchases

9 stocks

$32.2M

Added To

62 stocks

+$44.6M

Sold Out Of

4 stocks

$1.1M

Reduced Holdings

37 stocks

-$75.8M

Increased Positions

Position	Shares Δ	Change
1 Fidelity Enhanced Mid Cap FMDE	New	0 → 504.6K +$18.2M
2 Virtus Reaves Utilities UTES	New	0 → 136.5K +$11.4M
3 CGDV Capital Group Dividend Value CGDV	New	0 → 16.2K +$678.8K
4 Nucor NUE	New	0 → 4.3K +$589.0K
5 FT Vest Laddered Deep Buffer BUFD	New	0 → 10.9K +$302.5K

Decreased Positions

Position	Shares Δ	Change
1 VanEck IG Floating Rate FLTR	Sold	19.1K → 0 −$488.1K
2 SPDR Bloomberg Short Term High Yield Bond SJNK	Sold	12.7K → 0 −$324.1K
3 Schwab International Equity SCHF	Sold	9.1K → 0 −$202.1K
4 Green Plains GPRE	Sold	10.0K → 0 −$60.3K
5 Invesco S&P MidCap Quality XMHQ	-74.65%	224.1K → 56.8K −$17.6M