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Brookwood Investment Group LLC

Q2 2026 13F filing

Updated 49 days ago

589 disclosed positions worth $887.6M

Portfolio value
$887.6M
Total holdings
589
New positions
86
Closed positions
64
Increased
178
Decreased
222
Turnover
25.5%
Filed
2026-07-23

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

+78352.0%
Value
$58.1M
Shares
156.9K
% Port
6.54%
N

NVIDIA CORPORATION

-2.1%
Value
$44M
Shares
219.9K
% Port
4.96%
V

VANGUARD INDEX FDS

+530.6%
Value
$38.6M
Shares
447.6K
% Port
4.34%
A

APPLE INC

+6.8%
Value
$32.6M
Shares
112.8K
% Port
3.68%
A

AMAZON COM INC

+38979.5%
Value
$18.6M
Shares
78.2K
% Port
2.10%
A

BROADCOM INC

-17.9%
Value
$16.9M
Shares
44.7K
% Port
1.90%
G

ALPHABET INC

+2.9%
Value
$15.6M
Shares
43.6K
% Port
1.76%
M

MICROSOFT CORP

+18.6%
Value
$14.1M
Shares
37.8K
% Port
1.59%
M
9.MU

MICRON TECHNOLOGY INC

-9.5%
Value
$11.2M
Shares
9.7K
% Port
1.27%
?
10.N/A

SIMPLIFY EXCHANGE TRADED FUN

+1.4%
Value
$9.6M
Shares
475.3K
% Port
1.08%
?
11.N/A

ISHARES U S ETF TR

+4.2%
Value
$8.7M
Shares
171.0K
% Port
0.98%
?
12.N/A

LISTED FDS TR

+1.9%
Value
$8.5M
Shares
417.2K
% Port
0.96%
M
13.META

META PLATFORMS INC

+7142.0%
Value
$8.2M
Shares
14.5K
% Port
0.92%
G
14.GLD

SPDR GOLD TR

+21656.0%
Value
$8M
Shares
21.8K
% Port
0.90%
?
15.N/A

TIDAL TRUST I

-12.1%
Value
$7.5M
Shares
305.3K
% Port
0.85%
?
16.N/A

WISDOMTREE TR

-14.0%
Value
$7.2M
Shares
120.6K
% Port
0.81%
G

ALPHABET INC

-12.7%
Value
$7.1M
Shares
20.0K
% Port
0.79%
E
18.ETHA

ISHARES TR

+9.9%
Value
$6.8M
Shares
9.1K
% Port
0.77%
?
19.N/A

TRUST FOR PROFESSIONAL MANAG

+24.6%
Value
$6.7M
Shares
197.5K
% Port
0.76%
?
20.N/A

KRANESHARES TRUST

-11.5%
Value
$6.7M
Shares
229.4K
% Port
0.76%
?
21.N/A

THE ALGER ETF TRUST

-12.0%
Value
$6.6M
Shares
264.9K
% Port
0.74%
?
22.N/A

TIDAL TRUST II

+25.8%
Value
$6.5M
Shares
198.5K
% Port
0.73%
?
23.N/A

TIDAL TRUST I

-7.4%
Value
$6.2M
Shares
204.5K
% Port
0.70%
S
24.SPY

STATE STR SPDR S&P 500 ETF T

+1196.2%
Value
$5.8M
Shares
7.8K
% Port
0.65%
?
25.N/A

PIMCO ETF TR

-1.5%
Value
$5.8M
Shares
217.8K
% Port
0.65%
F
26.FPF

FIRST TR EXCH TRADED FD III

+457.8%
Value
$5.8M
Shares
78.1K
% Port
0.65%
?
27.N/A

MORGAN STANLEY ETF TRUST

-0.0%
Value
$5.8M
Shares
115.3K
% Port
0.65%
?
28.N/A

TCW ETF TRUST

-0.6%
Value
$5.8M
Shares
146.7K
% Port
0.65%
?
29.N/A

BONDBLOXX ETF TRUST

-4.0%
Value
$5.6M
Shares
108.0K
% Port
0.63%
?
30.N/A

CAPITOL SER TR

Value
$5.5M
Shares
126.3K
% Port
0.62%
I
31.IAU

ISHARES GOLD TR

+71685.0%
Value
$5.4M
Shares
71.8K
% Port
0.61%
?
32.N/A

ISHARES TR

-11.5%
Value
$5.2M
Shares
102.2K
% Port
0.58%
D
33.DVN

DEVON ENERGY CORP NEW

-1.8%
Value
$5.1M
Shares
123.2K
% Port
0.57%
E
34.ETHA

ISHARES TR

+70.6%
Value
$4.9M
Shares
47.8K
% Port
0.55%
?
35.N/A

USCF ETF TR

-13.9%
Value
$4.8M
Shares
81.5K
% Port
0.54%
C
36.CPER

UNITED STS COMMODITY INDEX F

+38.0%
Value
$4.5M
Shares
120.5K
% Port
0.51%
S
37.SLV

ISHARES SILVER TR

+206.5%
Value
$4.5M
Shares
84.4K
% Port
0.51%
?
38.N/A

VANGUARD MALVERN FDS

+103.0%
Value
$4.3M
Shares
86.2K
% Port
0.49%
?
39.N/A

MANAGER DIRECTED PORTFOLIOS

Value
$4.3M
Shares
170.9K
% Port
0.48%
?
40.N/A

GLOBAL X FDS

-7.9%
Value
$4.2M
Shares
95.9K
% Port
0.47%
?
41.N/A

TOUCHSTONE ETF TRUST

-1.3%
Value
$4.1M
Shares
159.1K
% Port
0.46%
?
42.N/A

FINANCIAL INVS TR

-5.8%
Value
$4.1M
Shares
109.5K
% Port
0.46%
?
43.N/A

TOUCHSTONE ETF TRUST

-2.9%
Value
$4M
Shares
157.5K
% Port
0.46%
?
44.N/A

JANUS DETROIT STR TR

-2.8%
Value
$4M
Shares
78.3K
% Port
0.45%
L
45.LLY

ELI LILLY & CO

+2.6%
Value
$3.7M
Shares
3.1K
% Port
0.42%
V
46.VGES

VANGUARD STAR FDS

+0.2%
Value
$3.7M
Shares
43.3K
% Port
0.42%
B
47.BLK

ISHARES TR

+57.6%
Value
$3.7M
Shares
33.9K
% Port
0.42%
G
48.GEV

GE VERNOVA INC

+11.9%
Value
$3.7M
Shares
3.1K
% Port
0.41%
E
49.ETHA

BLACKROCK ETF TRUST

-17.9%
Value
$3.5M
Shares
52.2K
% Port
0.40%
?
50.N/A

TIDAL TRUST III

+85.0%
Value
$3.5M
Shares
41.6K
% Port
0.40%