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
$565B
$968 Million 0.16% of portfolio
1,723
Q2 2025 Reduced 28.45%
$13.7B
$935 Million 0.15% of portfolio
30,898
Q2 2025 Added 0.03%
$216B
$938 Million 0.15% of portfolio
7,562
Q2 2025 Added 25.47%
$374B
$903 Million 0.15% of portfolio
5,670
Q2 2025 Reduced 49.81%
$0
$941 Million 0.15% of portfolio
37,134
Q2 2025 Reduced 4.82%
$253B
$839 Million 0.14% of portfolio
3,077
Q2 2025 Added 53.7%
-
$857 Million 0.14% of portfolio
-
Q2 2025 Added 114.63%
$18.5B
$872 Million 0.14% of portfolio
1,785
Q2 2025 Added 4.63%
$1.18T
$859 Million 0.14% of portfolio
3,794
Q2 2025 Reduced 49.28%
$119B
$802 Million 0.13% of portfolio
1,731
Q2 2025 Added 21.73%
$73.9B
$817 Million 0.13% of portfolio
6,830
Q2 2025 Reduced 38.52%
$103B
$792 Million 0.13% of portfolio
1,779
Q2 2025 Added 0.62%
$232B
$796 Million 0.13% of portfolio
2,726
Q2 2025 Added 49.04%
$289B
$778 Million 0.13% of portfolio
2,493
Q2 2025 Reduced 22.77%
$60.3B
$780 Million 0.13% of portfolio
9,200
Q2 2025 Reduced 8.55%
$117B
$834 Million 0.13% of portfolio
2,176
Q2 2025 Reduced 1.14%
$318B
$723 Million 0.12% of portfolio
3,034
Q2 2025 Reduced 58.55%
$144B
$717 Million 0.12% of portfolio
2,687
Q2 2025 Reduced 35.16%
$217B
$722 Million 0.12% of portfolio
9,119
Q2 2025 Reduced 8.72%
$141B
$768 Million 0.12% of portfolio
3,666
Q2 2025 Added 0.08%
$166B
$666 Million 0.11% of portfolio
1,225
Q2 2025 Reduced 13.0%
$18.6B
$670 Million 0.11% of portfolio
1,314
Q1 2025 New
-
$682 Million 0.11% of portfolio
-
Q2 2025 Added 31.53%
$184B
$595 Million 0.1% of portfolio
6,380
Q2 2025 Added 73.09%
$153B
$640 Million 0.1% of portfolio
5,954
Q2 2025 New
$144B
$632 Million 0.1% of portfolio
1,242
Q2 2025 Reduced 23.0%
$310B
$622 Million 0.1% of portfolio
7,758
Q2 2025 Reduced 50.78%
$129B
$551 Million 0.09% of portfolio
4,469
Q2 2025 Reduced 81.81%
$13.7B
$572 Million 0.09% of portfolio
9,173
Q2 2025 Added 3.72%
$136B
$582 Million 0.09% of portfolio
3,177
Q2 2025 Added 22.85%
$184B
$549 Million 0.09% of portfolio
534
Q2 2025 Reduced 35.74%
-
$552 Million 0.09% of portfolio
-
Q2 2025 Added 47.16%
$2.63B
$585 Million 0.09% of portfolio
8,400
Q1 2025 New
$115B
$492 Million 0.08% of portfolio
1,699
Q2 2025 New
$178B
$515 Million 0.08% of portfolio
3,237
Q2 2025 Reduced 37.47%
-
$484 Million 0.08% of portfolio
-
Q2 2025 New
$99.4B
$526 Million 0.08% of portfolio
717
Q2 2025 Reduced 1.78%
$69.6B
$504 Million 0.08% of portfolio
16,256
Q2 2025 Reduced 6.33%
-
$481 Million 0.08% of portfolio
-
Q2 2025 Added 16.4%
$13.2B
$518 Million 0.08% of portfolio
7,130
Q2 2025 Added 75.88%
$120B
$498 Million 0.08% of portfolio
3,328
Q2 2025 Added 74.97%
$85.3B
$473 Million 0.08% of portfolio
3,105
Q2 2025 Added 100.97%
$37.8B
$478 Million 0.08% of portfolio
2,747
Q1 2025 New
$482M
$505 Million 0.08% of portfolio
73,451
Q2 2025 Added 92.7%
$259B
$487 Million 0.08% of portfolio
2,672
Q2 2025 Reduced 3.92%
$375B
$415 Million 0.07% of portfolio
2,237
Q2 2025 Reduced 35.08%
$7.46B
$413 Million 0.07% of portfolio
9,560
Q2 2025 Added 8.66%
$32.7B
$438 Million 0.07% of portfolio
3,414
Q2 2025 Added 0.41%
$140B
$430 Million 0.07% of portfolio
17,727
Q2 2025 Added 97.47%

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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