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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Neos ETF Trust
-
$726 Million 0.09% of portfolio
-
Q3 2025 Added 145.65%
$0
$710 Million 0.09% of portfolio
14,068
Q3 2025 Reduced 27.79%
$69.1B
$672 Million 0.09% of portfolio
7,969
Q3 2025 Reduced 62.59%
$0
$665 Million 0.09% of portfolio
17,433
Q3 2025 Added 4.17%
$0
$735 Million 0.09% of portfolio
16,930
Q3 2025 Added 1.5%
$0
$682 Million 0.09% of portfolio
31,416
Q3 2025 Added 36.82%
$0
$686 Million 0.09% of portfolio
37,609
Q3 2025 Reduced 3.59%
$51.1B
$660 Million 0.09% of portfolio
7,357
Q3 2025 Reduced 20.03%
Capital Group Core Balanced
-
$710 Million 0.09% of portfolio
-
Q3 2025 Added 0.4%
$0
$701 Million 0.09% of portfolio
1,609
Q3 2025 Added 8.79%
$0
$717 Million 0.09% of portfolio
40,565
Q3 2025 Added 76.23%
$156B
$681 Million 0.09% of portfolio
6,136
Q3 2025 New
$0
$668 Million 0.09% of portfolio
24,464
Q3 2025 Added 9.7%
$0
$693 Million 0.09% of portfolio
46,394
Q3 2025 Added 176.39%
$8.09B
$663 Million 0.09% of portfolio
7,982
Q3 2025 Reduced 48.05%
$241M
$684 Million 0.09% of portfolio
6,312
Q3 2025 Reduced 12.13%
$0
$595 Million 0.08% of portfolio
4,220
Q3 2025 Added 12.68%
$0
$645 Million 0.08% of portfolio
12,391
Q3 2025 New
$0
$600 Million 0.08% of portfolio
21,446
Q3 2025 Added 43.26%
$0
$650 Million 0.08% of portfolio
3,010
Q3 2025 Reduced 3.56%
$0
$607 Million 0.08% of portfolio
7,695
Q3 2025 Reduced 39.89%
-
$637 Million 0.08% of portfolio
-
Q3 2025 Reduced 26.31%
$0
$630 Million 0.08% of portfolio
2,947
Q3 2025 Added 9.11%
$77.2B
$638 Million 0.08% of portfolio
3,003
Q3 2025 Added 196.45%
$0
$637 Million 0.08% of portfolio
10,113
Q3 2025 Added 0.1%
$168B
$603 Million 0.08% of portfolio
7,981
Q3 2025 Added 163.66%
$423M
$596 Million 0.08% of portfolio
84,964
Q3 2025 Added 15.67%
$8.3B
$646 Million 0.08% of portfolio
7,749
Q3 2025 Added 8.68%
Annaly Capital Management In
-
$633 Million 0.08% of portfolio
-
Q3 2025 Reduced 2.98%
$0
$622 Million 0.08% of portfolio
6,281
Q3 2025 Reduced 45.26%
$0
$636 Million 0.08% of portfolio
3,249
Q3 2025 Reduced 13.64%
$0
$614 Million 0.08% of portfolio
13,093
Q3 2025 Added 7.32%
$7.28B
$638 Million 0.08% of portfolio
2,027
Q3 2025 New
$14B
$594 Million 0.08% of portfolio
8,787
Q3 2025 Reduced 4.21%
$413B
$658 Million 0.08% of portfolio
12,747
Q3 2025 Reduced 39.96%
$70.2B
$565 Million 0.07% of portfolio
18,057
Q3 2025 Added 11.08%
$4.16B
$514 Million 0.07% of portfolio
27,405
Q3 2025 New
$0
$563 Million 0.07% of portfolio
12,129
Q3 2025 Added 23.66%
$0
$540 Million 0.07% of portfolio
7,958
Q3 2025 Added 2.75%
$0
$563 Million 0.07% of portfolio
12,810
Q3 2025 Added 28.56%
$0
$577 Million 0.07% of portfolio
27,856
Q3 2025 Reduced 27.85%
$121B
$529 Million 0.07% of portfolio
685
Q3 2025 Reduced 4.46%
$28.4B
$577 Million 0.07% of portfolio
3,960
Q3 2025 New
$0
$527 Million 0.07% of portfolio
4,191
Q3 2025 Added 80.49%
$512B
$549 Million 0.07% of portfolio
966
Q3 2025 Reduced 43.93%
$193B
$519 Million 0.07% of portfolio
1,160
Q3 2025 Reduced 5.31%
$144B
$562 Million 0.07% of portfolio
1,228
Q3 2025 Reduced 1.13%
$103B
$545 Million 0.07% of portfolio
233
Q3 2025 Added 71.32%
$111B
$516 Million 0.07% of portfolio
1,569
Q3 2025 Added 60.27%

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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