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
$490B
$1.06 Billion 0.14% of portfolio
9,438
Q3 2025 Reduced 14.99%
$303B
$1.12 Billion 0.14% of portfolio
7,203
Q3 2025 Reduced 5.21%
$3.83B
$1.02 Billion 0.13% of portfolio
26,764
Q3 2025 Reduced 2.12%
$190B
$1.03 Billion 0.13% of portfolio
10,121
Q3 2025 Added 204.67%
$237B
$1.02 Billion 0.13% of portfolio
4,320
Q3 2025 Added 40.4%
$21.2B
$969 Million 0.13% of portfolio
1,785
Q2 2025 Added 4.63%
$258B
$1.01 Billion 0.13% of portfolio
6,039
Q3 2025 Reduced 21.54%
$8.65B
$956 Million 0.12% of portfolio
9,980
Q3 2025 Reduced 8.2%
$346B
$917 Million 0.12% of portfolio
5,969
Q3 2025 Added 5.27%
$163B
$900 Million 0.12% of portfolio
1,252
Q3 2025 New
$237B
$918 Million 0.12% of portfolio
5,658
Q3 2025 Added 111.75%
$328B
$961 Million 0.12% of portfolio
3,195
Q3 2025 Reduced 48.15%
$270B
$963 Million 0.12% of portfolio
6,061
Q3 2025 Added 88.17%
$269B
$907 Million 0.12% of portfolio
3,789
Q3 2025 Added 24.88%
$23.5B
$886 Million 0.11% of portfolio
1,511
Q3 2025 New
$255B
$825 Million 0.11% of portfolio
2,483
Q3 2025 Reduced 4.35%
$2.69B
$820 Million 0.11% of portfolio
8,400
Q1 2025 New
$123B
$865 Million 0.11% of portfolio
1,732
Q3 2025 Added 0.06%
$458M
$876 Million 0.11% of portfolio
20,690
Q3 2025 Reduced 41.2%
$109B
$815 Million 0.11% of portfolio
14,690
Q3 2025 New
$405B
$841 Million 0.11% of portfolio
869
Q3 2025 New
$193B
$757 Million 0.1% of portfolio
6,611
Q3 2025 Reduced 12.58%
$53.8B
$744 Million 0.1% of portfolio
3,167
Q3 2025 New
$12.4B
$748 Million 0.1% of portfolio
30,248
Q3 2025 Reduced 2.1%
$20.1B
$743 Million 0.1% of portfolio
1,314
Q1 2025 New
$224B
$773 Million 0.1% of portfolio
2,543
Q3 2025 Reduced 6.71%
-
$787 Million 0.1% of portfolio
-
Q3 2025 Added 14.14%
$268B
$661 Million 0.09% of portfolio
3,950
Q3 2025 Reduced 11.61%
$169B
$697 Million 0.09% of portfolio
757
Q3 2025 Added 41.76%
$69.1B
$672 Million 0.09% of portfolio
7,969
Q3 2025 Reduced 62.59%
$51.1B
$660 Million 0.09% of portfolio
7,357
Q3 2025 Reduced 20.03%
$156B
$681 Million 0.09% of portfolio
6,136
Q3 2025 New
$0
$693 Million 0.09% of portfolio
46,394
Q3 2025 Added 176.39%
$8.09B
$663 Million 0.09% of portfolio
7,982
Q3 2025 Reduced 48.05%
-
$637 Million 0.08% of portfolio
-
Q3 2025 Reduced 26.31%
$77.2B
$638 Million 0.08% of portfolio
3,003
Q3 2025 Added 196.45%
$168B
$603 Million 0.08% of portfolio
7,981
Q3 2025 Added 163.66%
$423M
$596 Million 0.08% of portfolio
84,964
Q3 2025 Added 15.67%
$8.3B
$646 Million 0.08% of portfolio
7,749
Q3 2025 Added 8.68%
$7.28B
$638 Million 0.08% of portfolio
2,027
Q3 2025 New
$14B
$594 Million 0.08% of portfolio
8,787
Q3 2025 Reduced 4.21%
$413B
$658 Million 0.08% of portfolio
12,747
Q3 2025 Reduced 39.96%
$70.2B
$565 Million 0.07% of portfolio
18,057
Q3 2025 Added 11.08%
$4.16B
$514 Million 0.07% of portfolio
27,405
Q3 2025 New
$121B
$529 Million 0.07% of portfolio
685
Q3 2025 Reduced 4.46%
$28.4B
$577 Million 0.07% of portfolio
3,960
Q3 2025 New
$512B
$549 Million 0.07% of portfolio
966
Q3 2025 Reduced 43.93%
$193B
$519 Million 0.07% of portfolio
1,160
Q3 2025 Reduced 5.31%
$144B
$562 Million 0.07% of portfolio
1,228
Q3 2025 Reduced 1.13%

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
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