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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$434B
$42.5 Billion 6.85% of portfolio
268,923
Q2 2025 Reduced 1.49%
$3.73T
$21.8 Billion 3.51% of portfolio
106,241
Q2 2025 Reduced 3.48%
$2.33T
$18.6 Billion 3.0% of portfolio
84,971
Q2 2025 Added 3.52%
$3.78T
$17.6 Billion 2.83% of portfolio
35,310
Q2 2025 Reduced 10.22%
$120B
$16 Billion 2.58% of portfolio
58,014
Q2 2025 Added 7.5%
$1.66T
$12.9 Billion 2.07% of portfolio
17,428
Q2 2025 Added 6.13%
$1.27T
$6.42 Billion 1.04% of portfolio
36,439
Q2 2025 Reduced 15.03%
$538B
$6.02 Billion 0.97% of portfolio
4,498
Q2 2025 Added 21.24%
$1.05T
$4.6 Billion 0.74% of portfolio
14,467
Q2 2025 Added 45.46%
$1.3T
$4.23 Billion 0.68% of portfolio
23,834
Q2 2025 Reduced 1.42%
$308B
$4.01 Billion 0.65% of portfolio
29,445
Q2 2025 Added 110.31%
$418B
$3.64 Billion 0.59% of portfolio
3,680
Q2 2025 Added 17.09%
$263B
$3.61 Billion 0.58% of portfolio
36,877
Q2 2025 Added 65.8%
$696B
$3.32 Billion 0.54% of portfolio
4,261
Q2 2025 Added 57.12%
$884B
$2.77 Billion 0.45% of portfolio
9,554
Q2 2025 Added 93.48%
-
$2.41 Billion 0.39% of portfolio
-
Q2 2025 New
$654B
$1.79 Billion 0.29% of portfolio
3,680
Q2 2025 Reduced 7.12%
$575B
$1.71 Billion 0.28% of portfolio
4,815
Q2 2025 Reduced 37.93%
$57B
$1.74 Billion 0.28% of portfolio
8,523
Q2 2025 Added 7.29%
$66.3B
$1.68 Billion 0.27% of portfolio
2,227
Q2 2025 Reduced 52.94%
$79B
$1.66 Billion 0.27% of portfolio
6,158
Q2 2025 Reduced 1.94%
$215M
$1.65 Billion 0.27% of portfolio
25,761
Q2 2025 Reduced 32.57%
$416B
$1.6 Billion 0.26% of portfolio
4,372
Q2 2025 Added 28.29%
$100B
$1.62 Billion 0.26% of portfolio
34,958
Q2 2025 Added 24.91%
$301B
$1.59 Billion 0.26% of portfolio
6,162
Q2 2025 Added 110.45%
$91B
$1.57 Billion 0.25% of portfolio
3,080
Q2 2025 Added 14.46%
$4.11B
$1.55 Billion 0.25% of portfolio
27,265
Q2 2025 Reduced 1.57%
$298B
$1.53 Billion 0.25% of portfolio
21,657
Q2 2025 Reduced 3.74%
$254B
$1.33 Billion 0.21% of portfolio
1,883
Q2 2025 Reduced 5.42%
$610B
$1.33 Billion 0.21% of portfolio
6,075
Q2 2025 Reduced 9.12%
$59B
$1.24 Billion 0.2% of portfolio
21,299
Q2 2025 Added 365.45%
$221B
$1.18 Billion 0.19% of portfolio
3,034
Q2 2025 Added 16.33%
$3.13B
$1.16 Billion 0.19% of portfolio
38,614
Q2 2025 New
$72.3B
$1.2 Billion 0.19% of portfolio
6,458
Q2 2025 Added 146.11%
$476B
$1.2 Billion 0.19% of portfolio
11,102
Q2 2025 Added 10.1%
$76.5B
$1.2 Billion 0.19% of portfolio
3,092
Q2 2025 Added 540.17%
$218B
$1.13 Billion 0.18% of portfolio
3,823
Q2 2025 Added 76.83%
$3.85B
$1.12 Billion 0.18% of portfolio
27,344
Q2 2025 Added 76.47%
$8.35B
$1.13 Billion 0.18% of portfolio
10,872
Q2 2025 Reduced 22.44%
$314B
$1.09 Billion 0.18% of portfolio
7,599
Q2 2025 Reduced 13.53%
$7.47B
$1.13 Billion 0.18% of portfolio
15,366
Q2 2025 Added 54.73%
$233B
$1.12 Billion 0.18% of portfolio
7,697
Q2 2025 Reduced 20.83%
$186B
$1.07 Billion 0.17% of portfolio
24,723
Q2 2025 Added 0.13%
$7.51B
$1.03 Billion 0.17% of portfolio
16,808
Q2 2025 New
$24.7B
$1.07 Billion 0.17% of portfolio
6,796
Q2 2025 Reduced 16.59%
$568M
$1.01 Billion 0.16% of portfolio
35,190
Q2 2025 Reduced 11.32%
$407B
$1 Billion 0.16% of portfolio
21,232
Q2 2025 Reduced 48.36%
$209B
$1.01 Billion 0.16% of portfolio
34,976
Q2 2025 Reduced 6.62%
$263B
$1.02 Billion 0.16% of portfolio
7,203
Q2 2025 Added 23.95%

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
Track This Portfolio

Track Brookwood Investment Group LLC Portfolio

Follow Brookwood Investment Group 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 Brookwood Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brookwood Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email