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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.51 Billion 0.19% of portfolio
32,155
Q3 2025 Added 4.44%
$0
$1.38 Billion 0.18% of portfolio
43,014
Q3 2025 Reduced 10.64%
$0
$1.4 Billion 0.18% of portfolio
42,617
Q3 2025 Added 18.44%
$0
$1.38 Billion 0.18% of portfolio
27,992
Q3 2025 Reduced 1.04%
$0
$1.35 Billion 0.17% of portfolio
29,106
Q3 2025 Added 25.25%
$0
$1.25 Billion 0.16% of portfolio
10,394
Q3 2025 Reduced 66.74%
$0
$1.23 Billion 0.16% of portfolio
72,134
Q3 2025 Added 71.29%
$0
$1.21 Billion 0.16% of portfolio
8,700
Q3 2025 Added 24.5%
$0
$1.16 Billion 0.15% of portfolio
5,551
Q3 2025 Added 3.58%
$0
$1.16 Billion 0.15% of portfolio
49,579
Q3 2025 Added 14.4%
$0
$1.14 Billion 0.15% of portfolio
7,841
Q3 2025 Added 19.35%
$0
$1.06 Billion 0.14% of portfolio
11,017
Q3 2025 Added 1.87%
$0
$1.1 Billion 0.14% of portfolio
9,677
Q3 2025 Reduced 3.43%
$65.3B
$1.1 Billion 0.14% of portfolio
15,063
Q3 2025 Added 1.77%
$0
$1.08 Billion 0.14% of portfolio
51,433
Q3 2025 Added 5.12%
$0
$1.06 Billion 0.14% of portfolio
1,733
Q3 2025 Added 12.46%
$0
$1.01 Billion 0.13% of portfolio
11,261
Q3 2025 Reduced 81.98%
$0
$1 Billion 0.13% of portfolio
9,429
Q3 2025 Reduced 9.03%
$0
$1.01 Billion 0.13% of portfolio
10,645
Q3 2025 Added 9.57%
$0
$962 Million 0.12% of portfolio
9,339
Q3 2025 Added 29.55%
$0
$964 Million 0.12% of portfolio
2,895
Q3 2025 Reduced 25.64%
$0
$943 Million 0.12% of portfolio
13,484
Q3 2025 Added 9.91%
$0
$961 Million 0.12% of portfolio
10,752
Q3 2025 Reduced 10.18%
$0
$922 Million 0.12% of portfolio
19,749
Q3 2025 Added 8.39%
$0
$941 Million 0.12% of portfolio
10,501
Q3 2025 Added 4.59%
$0
$885 Million 0.11% of portfolio
17,274
Q3 2025 Added 15.22%
$0
$831 Million 0.11% of portfolio
11,315
Q3 2025 Reduced 14.85%
$0
$876 Million 0.11% of portfolio
4,626
Q3 2025 Reduced 2.65%
$0
$856 Million 0.11% of portfolio
2,916
Q3 2025 Reduced 14.54%
$0
$786 Million 0.1% of portfolio
16,740
Q3 2025 Added 12.7%
$0
$813 Million 0.1% of portfolio
12,326
Q3 2025 Reduced 2.52%
$0
$748 Million 0.1% of portfolio
7,862
Q3 2025 Reduced 0.37%
$0
$749 Million 0.1% of portfolio
12,505
Q3 2025 Reduced 0.41%
$0
$697 Million 0.09% of portfolio
6,948
Q3 2025 Reduced 64.17%
$0
$696 Million 0.09% of portfolio
12,109
Q3 2025 Reduced 3.09%
$0
$707 Million 0.09% of portfolio
4,852
Q3 2025 Reduced 8.16%
$0
$735 Million 0.09% of portfolio
24,799
Q3 2025 New
$0
$708 Million 0.09% of portfolio
16,900
Q3 2025 Reduced 37.37%
$0
$670 Million 0.09% of portfolio
13,256
Q3 2025 New
$0
$710 Million 0.09% of portfolio
14,068
Q3 2025 Reduced 27.79%
$0
$665 Million 0.09% of portfolio
17,433
Q3 2025 Added 4.17%
$0
$735 Million 0.09% of portfolio
16,930
Q3 2025 Added 1.5%
$0
$682 Million 0.09% of portfolio
31,416
Q3 2025 Added 36.82%
$0
$686 Million 0.09% of portfolio
37,609
Q3 2025 Reduced 3.59%
$0
$701 Million 0.09% of portfolio
1,609
Q3 2025 Added 8.79%
$0
$717 Million 0.09% of portfolio
40,565
Q3 2025 Added 76.23%
$0
$668 Million 0.09% of portfolio
24,464
Q3 2025 Added 9.7%
$241M
$684 Million 0.09% of portfolio
6,312
Q3 2025 Reduced 12.13%
$0
$692 Million 0.09% of portfolio
13,676
Q3 2025 Reduced 13.58%

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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