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
$7.96B
$412 Million 0.05% of portfolio
18,700
Q3 2025 New
$22B
$396 Million 0.05% of portfolio
7,268
Q3 2025 New
$4.4B
$391 Million 0.05% of portfolio
3,080
Q2 2025 Reduced 0.96%
$7.3B
$398 Million 0.05% of portfolio
9,339
Q3 2025 Reduced 2.31%
-
$365 Million 0.05% of portfolio
-
Q3 2025 Reduced 20.19%
$70.1B
$339 Million 0.04% of portfolio
1,994
Q3 2025 Added 0.35%
$0
$290 Million 0.04% of portfolio
54,768
Q3 2025 Added 0.02%
$72.7B
$318 Million 0.04% of portfolio
241
Q3 2025 New
$98.6B
$284 Million 0.04% of portfolio
3,001
Q3 2025 Reduced 3.91%
$1.16B
$308 Million 0.04% of portfolio
21,077
Q2 2025 Added 0.08%
$55.9B
$319 Million 0.04% of portfolio
334
Q3 2025 Reduced 85.0%
$26.9B
$298 Million 0.04% of portfolio
791
Q3 2025 New
$170B
$281 Million 0.04% of portfolio
1,941
Q3 2025 Reduced 1.62%
$27.9B
$310 Million 0.04% of portfolio
162
Q3 2025 New
$53.8B
$334 Million 0.04% of portfolio
2,125
Q3 2025 Added 11.31%
$19B
$282 Million 0.04% of portfolio
1,372
Q1 2025 New
$44.9B
$341 Million 0.04% of portfolio
10,578
Q3 2025 New
$228B
$301 Million 0.04% of portfolio
2,247
Q3 2025 Reduced 0.84%
$2.45B
$277 Million 0.04% of portfolio
18,025
Q3 2025 Reduced 36.96%
$42.8B
$306 Million 0.04% of portfolio
3,462
Q3 2025 New
$19.8B
$304 Million 0.04% of portfolio
1,891
Q3 2025 New
$806M
$312 Million 0.04% of portfolio
9,683
Q3 2025 Added 28.69%
$11.8B
$279 Million 0.04% of portfolio
16,383
Q3 2025 Added 0.02%
$31.5B
$346 Million 0.04% of portfolio
4,744
Q3 2025 Added 16.42%
$39.9B
$283 Million 0.04% of portfolio
2,724
Q3 2025 Added 1.38%
$235B
$329 Million 0.04% of portfolio
3,918
Q3 2025 Reduced 57.03%
$39.8B
$317 Million 0.04% of portfolio
6,708
Q3 2025 New
$68.5B
$335 Million 0.04% of portfolio
2,460
Q3 2025 Reduced 2.57%
$5.54B
$247 Million 0.03% of portfolio
1,413
Q1 2025 New
$529M
$265 Million 0.03% of portfolio
24,313
Q3 2025 Added 4.7%
$57.4B
$221 Million 0.03% of portfolio
5,643
Q3 2025 Reduced 5.05%
$838M
$258 Million 0.03% of portfolio
23,747
Q3 2025 New
$52.1B
$212 Million 0.03% of portfolio
17,722
Q3 2025 Added 23.33%
-
$245 Million 0.03% of portfolio
-
Q3 2025 Added 7.55%
-
$227 Million 0.03% of portfolio
-
Q3 2025 Reduced 8.63%
-
$226 Million 0.03% of portfolio
-
Q3 2025 New
$64.7B
$221 Million 0.03% of portfolio
1,967
Q3 2025 Reduced 71.2%
$2.12B
$220 Million 0.03% of portfolio
4,209
Q3 2025 New
$151B
$259 Million 0.03% of portfolio
734
Q3 2025 Added 4.41%
$76.5B
$220 Million 0.03% of portfolio
1,303
Q3 2025 Reduced 58.54%
$74.3B
$217 Million 0.03% of portfolio
3,419
Q3 2025 New
$262M
$266 Million 0.03% of portfolio
17,001
Q3 2025 Added 15.88%
$86.4B
$215 Million 0.03% of portfolio
612
Q3 2025 Reduced 38.86%
$10.9B
$233 Million 0.03% of portfolio
2,179
Q3 2025 Added 10.67%
$3.19B
$216 Million 0.03% of portfolio
8,153
Q3 2025 New
$34.7B
$268 Million 0.03% of portfolio
1,893
Q3 2025 New
$23.5B
$205 Million 0.03% of portfolio
5,836
Q3 2025 New
$100B
$206 Million 0.03% of portfolio
762
Q3 2025 New
$97.3B
$261 Million 0.03% of portfolio
3,084
Q3 2025 Reduced 19.46%

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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