Meadowbrook Wealth Management, LLC Portfolio Holdings

Meadowbrook Wealth Management, LLC

  • $96.2 Billion
  • Q3 2025

Meadowbrook Wealth Management, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $96.2 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $8.82B, Shopify Inc. with a value of $8.62B, App Lovin Corp with a value of $6.89B, Nvidia Corp with a value of $5.55B, and Abb Vie Inc. with a value of $3.84B.

Examining the 13F form we can see an increase of $96.2B in the current position value.

Meadowbrook Wealth Management, LLC is based out at Garden City, NY

Below you can find more details about Meadowbrook Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $96.2 Billion
Technology: $35.4 Billion
Consumer Cyclical: $13 Billion
Financial Services: $10.9 Billion
Healthcare: $6.4 Billion
Industrials: $5.43 Billion
Communication Services: $3.34 Billion
ETFs: $2.83 Billion
Real Estate: $1.46 Billion
Other: $2.75 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.29T
$8.82 Billion 9.16% of portfolio
40,147
Q3 2025 New
$198B
$8.62 Billion 8.96% of portfolio
57,993
Q3 2025 New
$184B
$6.89 Billion 7.16% of portfolio
9,589
Q3 2025 New
$471B
$5.55 Billion 5.77% of portfolio
29,757
Q3 2025 New
$409B
$3.84 Billion 3.99% of portfolio
16,589
Q3 2025 New
$331B
$3.32 Billion 3.45% of portfolio
11,040
Q3 2025 New
$3.91T
$3.18 Billion 3.3% of portfolio
6,136
Q3 2025 New
$126B
$2.57 Billion 2.67% of portfolio
17,960
Q3 2025 New
Nebius Group N V Cl A
-
$2.48 Billion 2.58% of portfolio
-
Q3 2025 New
Coreweave Inc Cl A
-
$2.39 Billion 2.48% of portfolio
-
Q3 2025 New
$574B
$2.34 Billion 2.44% of portfolio
6,868
Q3 2025 New
$892B
$2.25 Billion 2.34% of portfolio
7,146
Q3 2025 New
$140B
$1.77 Billion 1.84% of portfolio
5,370
Q3 2025 New
$265B
$1.5 Billion 1.56% of portfolio
1,882
Q3 2025 New
$110B
$1.48 Billion 1.54% of portfolio
3,013
Q3 2025 New
$1.6T
$1.48 Billion 1.54% of portfolio
2,011
Q3 2025 New
Direxion Daily Nvda Bull 2 X ETF
-
$1.26 Billion 1.31% of portfolio
-
Q3 2025 New
$235B
$1.24 Billion 1.29% of portfolio
9,270
Q3 2025 New
$1.39T
$1.23 Billion 1.28% of portfolio
2,767
Q3 2025 New
Goldman Sachs S&P 500 Premium Income ETF
-
$1.14 Billion 1.19% of portfolio
-
Q3 2025 New
$4.15T
$1.15 Billion 1.19% of portfolio
4,509
Q3 2025 New
$115B
$1.1 Billion 1.14% of portfolio
6,435
Q3 2025 New
$197B
$1.06 Billion 1.1% of portfolio
10,781
Q3 2025 New
$58.3B
$1.05 Billion 1.09% of portfolio
5,570
Q3 2025 New
$134B
$1.01 Billion 1.05% of portfolio
4,675
Q3 2025 New
$360B
$1 Billion 1.04% of portfolio
5,490
Q3 2025 New
$804B
$942 Million 0.98% of portfolio
1,234
Q3 2025 New
Reddit Inc Cl A
-
$918 Million 0.95% of portfolio
-
Q3 2025 New
$778B
$854 Million 0.89% of portfolio
3,037
Q3 2025 New
Goldman Sachs Nasdaq 100 Premium Income ETF
-
$833 Million 0.87% of portfolio
-
Q3 2025 New
$0
$829 Million 0.86% of portfolio
41,865
Q3 2025 New
$163B
$824 Million 0.86% of portfolio
5,703
Q3 2025 New
$204B
$810 Million 0.84% of portfolio
150
Q3 2025 New
$550B
$748 Million 0.78% of portfolio
1,315
Q3 2025 New
Goldman Sachs Income Builder Instl Cl
-
$708 Million 0.74% of portfolio
-
Q3 2025 New
$73.6B
$627 Million 0.65% of portfolio
7,642
Q3 2025 New
Franklin Income Advisor Cl
-
$598 Million 0.62% of portfolio
-
Q3 2025 New
$0
$570 Million 0.59% of portfolio
855
Q3 2025 New
$265B
$558 Million 0.58% of portfolio
1,170
Q3 2025 New
$282B
$547 Million 0.57% of portfolio
2,287
Q3 2025 New
Goldman Sachs High Yield Mun Instl Cl
-
$533 Million 0.55% of portfolio
-
Q3 2025 New
Rlj Lodging Tr Cuml Conv Pfd Ser A
-
$496 Million 0.52% of portfolio
-
Q3 2025 New
Goldman Sachs Gqg Partners Intl Opptys Instl Cl
-
$494 Million 0.51% of portfolio
-
Q3 2025 New
$2.57B
$467 Million 0.49% of portfolio
20,350
Q3 2025 New
Davis Ny Venture Cl A
-
$461 Million 0.48% of portfolio
-
Q3 2025 New
$35.8B
$461 Million 0.48% of portfolio
4,587
Q3 2025 New
$50.4B
$463 Million 0.48% of portfolio
7,575
Q3 2025 New
$0
$464 Million 0.48% of portfolio
32,870
Q3 2025 New
$0
$446 Million 0.46% of portfolio
4,995
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $96.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 84 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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