Brookwood Investment Group LLC Portfolio Holdings

Brookwood Investment Group LLC

  • $775 Billion
  • Q3 2025

Brookwood Investment Group LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $775 Billion distributed in 483 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $45.6B, Vanguard Total Stock Market Et with a value of $45.3B, Vanguard Growth ETF with a value of $31.1B, Apple Inc. with a value of $28.1B, and Amazon Com Inc with a value of $19B.

Examining the 13F form we can see an increase of $154B in the current position value, from $620B to 775B.

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 $775 Billion
ETFs: $320 Billion
Technology: $142 Billion
Communication Services: $45.5 Billion
Consumer Cyclical: $28.7 Billion
Financial Services: $27.5 Billion
Healthcare: $17.7 Billion
Industrials: $16.5 Billion
Energy: $11.2 Billion
Other: $24.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$45.6 Billion 5.89% of portfolio
244,656
Q3 2025 Reduced 9.02%
$4.3T
$28.1 Billion 3.63% of portfolio
110,416
Q3 2025 Added 3.93%
$2.39T
$19 Billion 2.45% of portfolio
86,510
Q3 2025 Added 1.81%
$3.78T
$17.4 Billion 2.25% of portfolio
33,592
Q3 2025 Reduced 4.87%
$139B
$16.8 Billion 2.17% of portfolio
51,016
Q3 2025 Reduced 12.06%
$1.37T
$15.4 Billion 1.98% of portfolio
20,920
Q3 2025 Added 20.04%
$1.65T
$11 Billion 1.41% of portfolio
45,054
Q3 2025 Added 23.64%
$49.1B
$7.86 Billion 1.01% of portfolio
6,554
Q3 2025 Added 45.71%
$342B
$7.15 Billion 0.92% of portfolio
39,218
Q3 2025 Added 33.19%
$1.74T
$6.02 Billion 0.78% of portfolio
24,731
Q3 2025 Added 3.76%
-
$4.97 Billion 0.64% of portfolio
-
Q3 2025 Added 103.91%
$1.29T
$3.28 Billion 0.42% of portfolio
7,371
Q3 2025 Reduced 49.05%
$881B
$3.08 Billion 0.4% of portfolio
9,752
Q3 2025 Added 2.07%
$279B
$2.98 Billion 0.39% of portfolio
28,950
Q3 2025 Reduced 21.5%
$662B
$2.99 Billion 0.39% of portfolio
5,942
Q3 2025 Added 61.47%
$404B
$2.44 Billion 0.31% of portfolio
2,635
Q3 2025 Reduced 28.4%
$73.7B
$2.18 Billion 0.28% of portfolio
25,921
Q3 2025 Added 408.45%
$971B
$2.15 Billion 0.28% of portfolio
2,815
Q3 2025 Reduced 33.94%
$4.31B
$2.08 Billion 0.27% of portfolio
27,265
Q2 2025 Reduced 1.57%
$25.6B
$2.01 Billion 0.26% of portfolio
37,774
Q3 2025 New
$533B
$1.92 Billion 0.25% of portfolio
5,636
Q3 2025 Added 17.05%
$207M
$1.91 Billion 0.25% of portfolio
29,876
Q3 2025 Added 15.97%
$593B
$1.75 Billion 0.23% of portfolio
6,208
Q3 2025 Added 2.19%
$367B
$1.81 Billion 0.23% of portfolio
4,460
Q3 2025 Added 2.01%
$29.5B
$1.76 Billion 0.23% of portfolio
27,360
Q2 2025 Reduced 37.13%
$61.4B
$1.78 Billion 0.23% of portfolio
8,739
Q3 2025 Added 2.53%
$73.7B
$1.67 Billion 0.22% of portfolio
6,085
Q3 2025 Reduced 1.19%
$1.46T
$1.7 Billion 0.22% of portfolio
6,089
Q3 2025 Added 60.49%
$99.5B
$1.63 Billion 0.21% of portfolio
36,242
Q3 2025 Added 3.67%
$55.4B
$1.51 Billion 0.2% of portfolio
4,953
Q3 2025 New
$115B
$1.57 Billion 0.2% of portfolio
3,206
Q3 2025 Added 4.09%
$291B
$1.53 Billion 0.2% of portfolio
3,205
Q3 2025 Added 5.64%
$174B
$1.5 Billion 0.19% of portfolio
10,071
Q3 2025 Added 155.87%
$265B
$1.46 Billion 0.19% of portfolio
1,832
Q3 2025 Reduced 2.71%
$52.4B
$1.45 Billion 0.19% of portfolio
42,256
Q3 2025 New
$181B
$1.37 Billion 0.18% of portfolio
48,614
Q3 2025 Added 38.99%
$306B
$1.4 Billion 0.18% of portfolio
21,066
Q3 2025 Reduced 2.73%
$319B
$1.38 Billion 0.18% of portfolio
20,218
Q3 2025 Added 412.76%
$414B
$1.29 Billion 0.17% of portfolio
5,576
Q3 2025 Added 149.26%
$147B
$1.28 Billion 0.17% of portfolio
13,092
Q3 2025 Added 119.89%
$114B
$1.31 Billion 0.17% of portfolio
6,090
Q3 2025 Added 66.12%
$0
$1.2 Billion 0.16% of portfolio
40,568
Q3 2025 Added 9.25%
$300B
$1.15 Billion 0.15% of portfolio
3,316
Q3 2025 Added 33.01%
$266B
$1.08 Billion 0.14% of portfolio
3,842
Q3 2025 Added 0.5%
$84.4B
$1.08 Billion 0.14% of portfolio
5,484
Q3 2025 Reduced 15.08%
$74.3B
$1.09 Billion 0.14% of portfolio
1,945
Q3 2025 New
$388B
$1.09 Billion 0.14% of portfolio
6,709
Q3 2025 Reduced 6.86%
$172B
$1.08 Billion 0.14% of portfolio
24,561
Q3 2025 Reduced 0.66%
-
$1.07 Billion 0.14% of portfolio
-
Q3 2025 Added 85.68%

Summary

  • Portfolio
  • No. of Stocks 483
  • Current Value $775 Billion
  • Prior Value $620 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 104 stocks
  • Additional Purchases 201 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
Track This Portfolio

Track Brookwood Investment Group LLC Portfolio

Follow Brookwood Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brookwood Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brookwood Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email