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
$177B
$222 Million 0.04% of portfolio
1,068
Q2 2025 Reduced 14.76%
$924M
$232 Million 0.04% of portfolio
21,077
Q2 2025 Added 0.08%
$42.5B
$221 Million 0.04% of portfolio
2,147
Q2 2025 Reduced 49.32%
$91.8B
$273 Million 0.04% of portfolio
825
Q2 2025 Reduced 17.25%
$150B
$265 Million 0.04% of portfolio
7,431
Q2 2025 Reduced 69.65%
$72M
$274 Million 0.04% of portfolio
74,582
Q2 2025 Added 38.58%
$59.5B
$267 Million 0.04% of portfolio
1,987
Q2 2025 New
$278B
$274 Million 0.04% of portfolio
3,943
Q2 2025 Reduced 77.3%
$1.16B
$235 Million 0.04% of portfolio
4,181
Q2 2025 New
$83B
$253 Million 0.04% of portfolio
1,359
Q2 2025 Reduced 30.38%
$64.2B
$258 Million 0.04% of portfolio
5,943
Q2 2025 New
$133B
$261 Million 0.04% of portfolio
340
Q2 2025 Reduced 52.91%
$161B
$272 Million 0.04% of portfolio
703
Q2 2025 Reduced 71.87%
$0
$264 Million 0.04% of portfolio
22,460
Q2 2025 Added 40.73%
$97.8B
$228 Million 0.04% of portfolio
1,243
Q2 2025 New
$26B
$242 Million 0.04% of portfolio
2,358
Q2 2025 Reduced 9.38%
-
$233 Million 0.04% of portfolio
-
Q2 2025 Reduced 3.37%
$21.8B
$222 Million 0.04% of portfolio
945
Q2 2025 New
$49.1B
$259 Million 0.04% of portfolio
3,605
Q2 2025 Reduced 25.67%
$278M
$229 Million 0.04% of portfolio
14,671
Q2 2025 Added 34.68%
-
$225 Million 0.04% of portfolio
-
Q2 2025 New
-
$218 Million 0.04% of portfolio
-
Q2 2025 Added 0.4%
$143B
$210 Million 0.03% of portfolio
3,027
Q2 2025 Reduced 62.64%
$17.8B
$206 Million 0.03% of portfolio
590
Q2 2025 New
$7.22B
$208 Million 0.03% of portfolio
7,323
Q2 2025 Reduced 20.38%
$85.7B
$215 Million 0.03% of portfolio
1,013
Q2 2025 New
$54.7B
$214 Million 0.03% of portfolio
401
Q2 2025 Reduced 32.94%
$81.5B
$202 Million 0.03% of portfolio
1,425
Q2 2025 New
$561M
$192 Million 0.03% of portfolio
11,782
Q2 2025 New
$24.3B
$208 Million 0.03% of portfolio
4,171
Q2 2025 Reduced 38.55%
$46.3B
$156 Million 0.03% of portfolio
14,369
Q2 2025 Reduced 0.31%
$60.7B
$211 Million 0.03% of portfolio
1,993
Q2 2025 New
$5.92B
$217 Million 0.03% of portfolio
1,413
Q1 2025 New
$74.6B
$208 Million 0.03% of portfolio
782
Q2 2025 Reduced 42.07%
$119B
$214 Million 0.03% of portfolio
1,612
Q2 2025 Reduced 39.96%
$4.32B
$213 Million 0.03% of portfolio
5,910
Q2 2025 Reduced 0.24%
$87.4B
$207 Million 0.03% of portfolio
838
Q2 2025 Reduced 24.78%
$1.79B
$164 Million 0.03% of portfolio
28,591
Q2 2025 Added 53.38%
$0
$154 Million 0.02% of portfolio
15,730
Q2 2025 New
$1.87B
$130 Million 0.02% of portfolio
71,215
Q2 2025 Added 321.71%
$13.3B
$104 Million 0.02% of portfolio
15,061
Q2 2025 Reduced 36.68%
$5.31B
$101 Million 0.02% of portfolio
16,897
Q2 2025 Reduced 33.28%
$0
$148 Million 0.02% of portfolio
11,000
Q1 2025 New
$2.79B
$95.2 Million 0.02% of portfolio
16,565
Q2 2025 Reduced 7.1%
$438M
$100 Million 0.02% of portfolio
20,055
Q2 2025 New
$155M
$107 Million 0.02% of portfolio
10,134
Q2 2025 Reduced 39.84%
$2.11B
$125 Million 0.02% of portfolio
14,000
Q2 2025 New
$0
$153 Million 0.02% of portfolio
12,498
Q2 2025 Reduced 59.56%
$774M
$96.8 Million 0.02% of portfolio
26,370
Q2 2025 Reduced 14.12%

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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