Meadow Brook Investment Advisors LLC Portfolio Holdings

Meadow Brook Investment Advisors LLC

  • $117 Billion
  • Q4 2025

Meadow Brook Investment Advisors LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.75B, Vanguard Ftse All World Ex Us with a value of $6.09B, Jpmorgan Chase & CO with a value of $5.51B, First Tr Fd Dow Jones with a value of $5.47B, and Microsoft Corp with a value of $5.35B.

Examining the 13F form we can see an increase of $846M in the current position value, from $116B to 117B.

Meadow Brook Investment Advisors LLC is based out at Livonia, MI

Below you can find more details about Meadow Brook Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $28 Billion
Technology: $24.6 Billion
Financial Services: $15.8 Billion
Industrials: $10.9 Billion
Healthcare: $9.85 Billion
Consumer Cyclical: $6.47 Billion
Consumer Defensive: $5.85 Billion
Communication Services: $4.49 Billion
Other: $5.24 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $117 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
Track This Portfolio

Track Meadow Brook Investment Advisors LLC Portfolio

Follow Meadow Brook Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meadow Brook Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meadow Brook Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email