Brookwood Investment Group LLC Portfolio Holdings

Brookwood Investment Group LLC

  • $775 Billion
  • Q3 2025

Brookwood Investment Group LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $775 Billion distributed in 483 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $45.6B, Vanguard Total Stock Market Et with a value of $45.3B, Vanguard Growth ETF with a value of $31.1B, Apple Inc. with a value of $28.1B, and Amazon Com Inc with a value of $19B.

Examining the 13F form we can see an increase of $154B in the current position value, from $620B to 775B.

Brookwood Investment Group LLC is based out at Phoenix, AZ

Below you can find more details about Brookwood Investment Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $775 Billion
ETFs: $320 Billion
Technology: $142 Billion
Communication Services: $45.5 Billion
Consumer Cyclical: $28.7 Billion
Financial Services: $27.5 Billion
Healthcare: $17.7 Billion
Industrials: $16.5 Billion
Energy: $11.2 Billion
Other: $24.4 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$207M
$1.91 Billion 0.25% of portfolio
29,876
Q3 2025 Added 15.97%
$59.6M
$301 Million 0.04% of portfolio
79,127
Q3 2025 Added 6.09%
$262M
$266 Million 0.03% of portfolio
17,001
Q3 2025 Added 15.88%
$224M
$241 Million 0.03% of portfolio
15,142
Q3 2025 New
$168M
$151 Million 0.02% of portfolio
14,943
Q3 2025 Added 47.45%
$166M
$152 Million 0.02% of portfolio
53,534
Q3 2025 New
$259M
$99.1 Million 0.01% of portfolio
21,000
Q3 2025 Reduced 2.33%
$181M
$59.3 Million 0.01% of portfolio
11,318
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 483
  • Current Value $775 Billion
  • Prior Value $620 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 104 stocks
  • Additional Purchases 201 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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