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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$218B
$1.13 Billion 0.18% of portfolio
3,823
Q2 2025 Added 76.83%
First Tr Exchng Traded Fd Vi
-
$1.12 Billion 0.18% of portfolio
-
Q2 2025 Added 203.8%
$0
$1.12 Billion 0.18% of portfolio
10,021
Q2 2025 Reduced 9.78%
$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%
$0
$1.13 Billion 0.18% of portfolio
35,827
Q2 2025 New
$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%
$0
$1.13 Billion 0.18% of portfolio
18,850
Q2 2025 Added 23.49%
$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
$0
$1.08 Billion 0.17% of portfolio
19,954
Q2 2025 Added 18.79%
$24.7B
$1.07 Billion 0.17% of portfolio
6,796
Q2 2025 Reduced 16.59%
$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
$1.06 Billion 0.17% of portfolio
23,239
Q2 2025 Reduced 5.69%
$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%
$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%
$209B
$1.01 Billion 0.16% of portfolio
34,976
Q2 2025 Reduced 6.62%
$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%
$263B
$1.02 Billion 0.16% of portfolio
7,203
Q2 2025 Added 23.95%
$568B
$968 Million 0.16% of portfolio
1,723
Q2 2025 Reduced 28.45%
$13.9B
$935 Million 0.15% of portfolio
30,898
Q2 2025 Added 0.03%
$0
$934 Million 0.15% of portfolio
24,069
Q2 2025 Added 7.21%
$216B
$938 Million 0.15% of portfolio
7,562
Q2 2025 Added 25.47%
$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%
$372B
$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%
$0
$955 Million 0.15% of portfolio
3,412
Q2 2025 Reduced 4.24%
$55.2B
$923 Million 0.15% of portfolio
14,801
Q2 2025 Reduced 7.93%
$256B
$839 Million 0.14% of portfolio
3,077
Q2 2025 Added 53.7%
$0
$842 Million 0.14% of portfolio
18,220
Q2 2025 Reduced 41.92%
-
$857 Million 0.14% of portfolio
-
Q2 2025 Added 114.63%

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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