Brooklyn Fi, LLC Portfolio Holdings

Brooklyn Fi, LLC

  • $385 Million
  • Q2 2025

Brooklyn Fi, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $385 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $36.6M, Vanguard Ftse Developed Market with a value of $33.4M, Vanguard Index Fds S&P 500 ETF with a value of $30.5M, Ishares Russell 3000 ETF with a value of $27.1M, and Ishares National Muni Bond ETF with a value of $16.2M.

Examining the 13F form we can see an increase of $67.2M in the current position value, from $318M to 385M.

Brooklyn Fi, LLC is based out at New York, NY

Below you can find more details about Brooklyn Fi, LLC portfolio as well as his latest detailed transactions.

Portfolio value $385 Million
ETFs: $370 Million
Financial Services: $5.7 Million
Communication Services: $3.85 Million
Technology: $3.33 Million
Consumer Cyclical: $987,000
Healthcare: $550,000
Consumer Defensive: $417,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $385 Million
  • Prior Value $318 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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