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
$252B
$454 Million 0.07% of portfolio
3,221
Q2 2025 New
$30.9B
$462 Million 0.07% of portfolio
2,667
Q2 2025 Reduced 5.79%
$64.3B
$443 Million 0.07% of portfolio
5,513
Q2 2025 Reduced 25.33%
$89.1B
$447 Million 0.07% of portfolio
1,534
Q2 2025 New
$83.2B
$458 Million 0.07% of portfolio
9,316
Q2 2025 Reduced 54.68%
-
$443 Million 0.07% of portfolio
-
Q2 2025 Added 18.01%
$466B
$443 Million 0.07% of portfolio
2,899
Q2 2025 Reduced 49.86%
$165B
$454 Million 0.07% of portfolio
3,936
Q2 2025 Reduced 13.28%
$136B
$408 Million 0.07% of portfolio
1,773
Q2 2025 Added 9.65%
-
$457 Million 0.07% of portfolio
-
Q2 2025 Reduced 49.07%
$7.39B
$349 Million 0.06% of portfolio
9,799
Q2 2025 Added 71.94%
$738M
$346 Million 0.06% of portfolio
24,631
Q2 2025 Added 41.27%
$103B
$351 Million 0.06% of portfolio
3,829
Q2 2025 Reduced 25.85%
-
$352 Million 0.06% of portfolio
-
Q2 2025 Reduced 7.84%
$1.82B
$378 Million 0.06% of portfolio
8,764
Q2 2025 Reduced 33.14%
-
$389 Million 0.06% of portfolio
-
Q2 2025 Added 1.04%
$0
$348 Million 0.06% of portfolio
16,786
Q2 2025 Reduced 17.92%
$120B
$355 Million 0.06% of portfolio
136
Q2 2025 Reduced 6.21%
$55.1B
$395 Million 0.06% of portfolio
5,098
Q2 2025 Reduced 18.64%
$60.1B
$382 Million 0.06% of portfolio
12,978
Q2 2025 Added 1.64%
$161B
$390 Million 0.06% of portfolio
1,760
Q2 2025 Added 63.27%
$66.7B
$375 Million 0.06% of portfolio
3,556
Q2 2025 New
$67.2B
$374 Million 0.06% of portfolio
3,143
Q2 2025 New
$0
$382 Million 0.06% of portfolio
29,021
Q2 2025 Reduced 3.28%
$45.4B
$346 Million 0.06% of portfolio
9,018
Q2 2025 Reduced 40.31%
$94B
$308 Million 0.05% of portfolio
1,001
Q2 2025 Reduced 6.54%
$79.5B
$301 Million 0.05% of portfolio
1,743
Q2 2025 New
$146B
$285 Million 0.05% of portfolio
1,224
Q2 2025 Reduced 0.24%
$100B
$287 Million 0.05% of portfolio
3,123
Q2 2025 Added 0.26%
$4.87B
$327 Million 0.05% of portfolio
3,080
Q2 2025 Reduced 0.96%
$153B
$280 Million 0.05% of portfolio
1,002
Q2 2025 Reduced 22.8%
$0
$309 Million 0.05% of portfolio
54,756
Q2 2025 Added 48.55%
$20.9B
$306 Million 0.05% of portfolio
1,372
Q1 2025 New
$184B
$283 Million 0.05% of portfolio
3,322
Q2 2025 Added 3.26%
$100B
$316 Million 0.05% of portfolio
979
Q2 2025 New
$97.3B
$326 Million 0.05% of portfolio
4,725
Q2 2025 New
$39.2B
$321 Million 0.05% of portfolio
1,909
Q2 2025 New
$230B
$308 Million 0.05% of portfolio
2,266
Q2 2025 Reduced 26.81%
$175B
$329 Million 0.05% of portfolio
3,609
Q2 2025 Reduced 58.87%
$64.4B
$301 Million 0.05% of portfolio
2,525
Q2 2025 Reduced 13.2%
$12.4B
$300 Million 0.05% of portfolio
16,379
Q2 2025 Added 0.02%
$33.3B
$333 Million 0.05% of portfolio
4,075
Q2 2025 Added 0.02%
$96.3B
$307 Million 0.05% of portfolio
440
Q2 2025 New
$40B
$289 Million 0.05% of portfolio
2,687
Q2 2025 New
$58.3B
$256 Million 0.04% of portfolio
1,126
Q2 2025 New
$15.7B
$233 Million 0.04% of portfolio
2,040
Q2 2025 Reduced 5.34%
$582M
$267 Million 0.04% of portfolio
23,221
Q2 2025 Added 21.39%
$161B
$244 Million 0.04% of portfolio
1,973
Q2 2025 Reduced 18.71%
$11.6B
$222 Million 0.04% of portfolio
1,969
Q2 2025 Added 18.26%

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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