Brookwood Investment Group LLC Portfolio Holdings

Brookwood Investment Group LLC

  • $620 Billion
  • Q2 2025

Brookwood Investment Group LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $620 Billion distributed in 456 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $42.5B, Vanguard Total Stock Market Et with a value of $39.3B, Vanguard Growth ETF with a value of $26.7B, Apple Inc. with a value of $21.8B, and Amazon Com Inc with a value of $18.6B.

Examining the 13F form we can see an increase of $38.3B in the current position value, from $582B to 620B.

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 $620 Billion
ETFs: $300 Billion
Technology: $119 Billion
Communication Services: $35.2 Billion
Consumer Cyclical: $29.3 Billion
Financial Services: $22.2 Billion
Healthcare: $18.3 Billion
Industrials: $15.1 Billion
Consumer Defensive: $11.4 Billion
Other: $17.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$42.5 Billion 6.85% of portfolio
268,923
Q2 2025 Reduced 1.49%
$0
$39.3 Billion 6.34% of portfolio
129,434
Q2 2025 Added 1.37%
$0
$26.7 Billion 4.31% of portfolio
61,008
Q2 2025 Added 3.19%
$3.69T
$21.8 Billion 3.51% of portfolio
106,241
Q2 2025 Reduced 3.48%
$2.26T
$18.6 Billion 3.0% of portfolio
84,971
Q2 2025 Added 3.52%
$3.95T
$17.6 Billion 2.83% of portfolio
35,310
Q2 2025 Reduced 10.22%
$127B
$16 Billion 2.58% of portfolio
58,014
Q2 2025 Added 7.5%
$0
$13.7 Billion 2.2% of portfolio
121,584
Q2 2025 Reduced 47.68%
$1.78T
$12.9 Billion 2.07% of portfolio
17,428
Q2 2025 Added 6.13%
$0
$11.2 Billion 1.8% of portfolio
220,542
Q2 2025 Added 51.06%
$0
$10.9 Billion 1.75% of portfolio
507,061
Q2 2025 Reduced 29.65%
$106B
$7.66 Billion 1.24% of portfolio
25,141
Q2 2025 Reduced 3.6%
$0
$6.94 Billion 1.12% of portfolio
135,857
Q2 2025 Reduced 35.78%
$1.21T
$6.42 Billion 1.04% of portfolio
36,439
Q2 2025 Reduced 15.03%
$0
$6.35 Billion 1.02% of portfolio
10,274
Q2 2025 Added 30.25%
$545B
$6.02 Billion 0.97% of portfolio
4,498
Q2 2025 Added 21.24%
$0
$5.51 Billion 0.89% of portfolio
62,483
Q2 2025 Reduced 19.37%
$0
$4.95 Billion 0.8% of portfolio
133,051
Q2 2025 New
Rbb Fd Inc
-
$4.98 Billion 0.8% of portfolio
-
Q2 2025 New
$0
$4.77 Billion 0.77% of portfolio
65,611
Q2 2025 Added 19.49%
$1.08T
$4.6 Billion 0.74% of portfolio
14,467
Q2 2025 Added 45.46%
$0
$4.53 Billion 0.73% of portfolio
7,300
Q2 2025 Reduced 33.1%
$1.24T
$4.23 Billion 0.68% of portfolio
23,834
Q2 2025 Reduced 1.42%
$367B
$4.01 Billion 0.65% of portfolio
29,445
Q2 2025 Added 110.31%
$0
$3.87 Billion 0.62% of portfolio
21,183
Q2 2025 Added 7.72%
$0
$3.66 Billion 0.59% of portfolio
190,688
Q2 2025 Reduced 57.35%
$439B
$3.64 Billion 0.59% of portfolio
3,680
Q2 2025 Added 17.09%
$281B
$3.61 Billion 0.58% of portfolio
36,877
Q2 2025 Added 65.8%
$0
$3.44 Billion 0.55% of portfolio
31,252
Q2 2025 Reduced 4.11%
$608B
$3.32 Billion 0.54% of portfolio
4,261
Q2 2025 Added 57.12%
$0
$3.33 Billion 0.54% of portfolio
70,321
Q2 2025 New
$0
$3.17 Billion 0.51% of portfolio
4,782
Q2 2025 Added 2.07%
$0
$3.07 Billion 0.5% of portfolio
157,186
Q2 2025 New
$0
$3.02 Billion 0.49% of portfolio
47,540
Q2 2025 Added 41.71%
$859B
$2.77 Billion 0.45% of portfolio
9,554
Q2 2025 Added 93.48%
$0
$2.8 Billion 0.45% of portfolio
11,810
Q2 2025 Reduced 6.21%
$0
$2.66 Billion 0.43% of portfolio
48,809
Q2 2025 Added 4.07%
$0
$2.52 Billion 0.41% of portfolio
4,575
Q2 2025 Reduced 9.37%
$0
$2.51 Billion 0.4% of portfolio
26,303
Q2 2025 Added 10.18%
$0
$2.47 Billion 0.4% of portfolio
26,894
Q2 2025 Added 9.96%
-
$2.41 Billion 0.39% of portfolio
-
Q2 2025 New
$0
$2.35 Billion 0.38% of portfolio
5,340
Q2 2025 Added 14.03%
$0
$2.32 Billion 0.37% of portfolio
33,573
Q2 2025 Added 15.55%
$0
$2.2 Billion 0.35% of portfolio
11,235
Q2 2025 Added 25.06%
$0
$2.12 Billion 0.34% of portfolio
19,272
Q2 2025 Reduced 0.27%
$0
$2.08 Billion 0.34% of portfolio
18,983
Q2 2025 Added 2.35%
$35.6B
$1.93 Billion 0.31% of portfolio
27,360
Q2 2025 Reduced 37.13%
$0
$1.91 Billion 0.31% of portfolio
23,104
Q2 2025 Added 56.13%
$0
$1.92 Billion 0.31% of portfolio
19,390
Q2 2025 Added 637.54%

Summary

  • Portfolio
  • No. of Stocks 456
  • Current Value $620 Billion
  • Prior Value $582 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 100 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 179 stocks
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