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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.29 Billion 0.21% of portfolio
40,119
Q2 2025 Reduced 38.14%
$0
$1.26 Billion 0.2% of portfolio
11,576
Q2 2025 Added 15.66%
$19.5B
$1.25 Billion 0.2% of portfolio
38,105
Q2 2025 Added 1.29%
$0
$1.16 Billion 0.19% of portfolio
14,150
Q2 2025 Added 299.49%
$0
$1.16 Billion 0.19% of portfolio
17,197
Q2 2025 Reduced 12.53%
$0
$1.18 Billion 0.19% of portfolio
3,893
Q2 2025 Added 132.97%
$0
$1.15 Billion 0.19% of portfolio
35,983
Q2 2025 Added 16.78%
$0
$1.09 Billion 0.18% of portfolio
16,193
Q2 2025 Added 9.13%
$0
$1.13 Billion 0.18% of portfolio
25,131
Q2 2025 Added 14.9%
$0
$1.12 Billion 0.18% of portfolio
10,021
Q2 2025 Reduced 9.78%
$0
$1.13 Billion 0.18% of portfolio
35,827
Q2 2025 New
$0
$1.13 Billion 0.18% of portfolio
18,850
Q2 2025 Added 23.49%
$0
$1.08 Billion 0.17% of portfolio
19,954
Q2 2025 Added 18.79%
$0
$1.08 Billion 0.17% of portfolio
10,365
Q2 2025 Added 11.15%
$0
$1.04 Billion 0.17% of portfolio
10,815
Q2 2025 Added 4.53%
$0
$1.06 Billion 0.17% of portfolio
26,985
Q2 2025 Added 12.53%
$0
$1.02 Billion 0.16% of portfolio
11,971
Q2 2025 Reduced 52.09%
$0
$1.01 Billion 0.16% of portfolio
43,337
Q2 2025 Reduced 41.47%
$0
$1.01 Billion 0.16% of portfolio
12,801
Q2 2025 Added 5.9%
$0
$1.02 Billion 0.16% of portfolio
48,930
Q2 2025 Added 16.97%
$0
$1.01 Billion 0.16% of portfolio
5,359
Q2 2025 Added 11.53%
$0
$967 Million 0.16% of portfolio
19,482
Q2 2025 Added 10.49%
$0
$968 Million 0.16% of portfolio
13,288
Q2 2025 Reduced 1.72%
$0
$934 Million 0.15% of portfolio
24,069
Q2 2025 Added 7.21%
$0
$905 Million 0.15% of portfolio
10,040
Q2 2025 Added 26.61%
$0
$912 Million 0.15% of portfolio
9,715
Q2 2025 Reduced 18.71%
$0
$901 Million 0.15% of portfolio
13,401
Q2 2025 New
$0
$942 Million 0.15% of portfolio
6,988
Q2 2025 Added 402.37%
$0
$955 Million 0.15% of portfolio
3,412
Q2 2025 Reduced 4.24%
$56.5B
$923 Million 0.15% of portfolio
14,801
Q2 2025 Reduced 7.93%
$0
$842 Million 0.14% of portfolio
18,220
Q2 2025 Reduced 41.92%
$0
$875 Million 0.14% of portfolio
1,541
Q2 2025 Reduced 15.61%
$0
$839 Million 0.14% of portfolio
4,752
Q2 2025 Reduced 6.7%
$0
$849 Million 0.14% of portfolio
11,475
Q2 2025 Reduced 31.0%
$0
$889 Million 0.14% of portfolio
6,570
Q2 2025 Added 18.1%
$0
$813 Million 0.13% of portfolio
12,268
Q2 2025 Added 8.56%
$242M
$781 Million 0.13% of portfolio
7,183
Q2 2025 New
$0
$796 Million 0.13% of portfolio
15,825
Q2 2025 Reduced 50.64%
$0
$797 Million 0.13% of portfolio
38,608
Q2 2025 New
$0
$759 Million 0.12% of portfolio
12,645
Q2 2025 Added 17.35%
$0
$732 Million 0.12% of portfolio
7,209
Q2 2025 Added 72.05%
$0
$741 Million 0.12% of portfolio
7,891
Q2 2025 Reduced 2.96%
$0
$766 Million 0.12% of portfolio
14,992
Q2 2025 New
$0
$763 Million 0.12% of portfolio
17,906
Q2 2025 New
$0
$716 Million 0.12% of portfolio
12,556
Q2 2025 Reduced 47.93%
$0
$727 Million 0.12% of portfolio
13,973
Q2 2025 Reduced 16.53%
$0
$688 Million 0.11% of portfolio
12,495
Q2 2025 Reduced 9.85%
$0
$713 Million 0.11% of portfolio
5,283
Q2 2025 Reduced 4.59%
$0
$652 Million 0.11% of portfolio
3,762
Q2 2025 Reduced 14.6%

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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