account_balance
Investment manager · 13F filer · SEC CIK 2066812
Brookwood Investment Group LLC
Reported value$862Mas of Jun 30, 2026
Positions513 83 new, 62 sold out
Top 10 weight30.1%VTI alone is 7%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
6.7%
NVDANVIDIA Corp
5.1%Trimmed −2%
VUGVanguard Index FDS
4.5%Added +5%
AAPLApple Inc.
3.8%Added +7%
AMZNAmazon.com Inc
2.2%Added +11%
AVGOBroadcom Inc.
2.0%Trimmed −18%
GOOGLAlphabet Inc.
1.8%Added +3%
MSFTMicrosoft Corp
1.6%Added +19%
MUMicron Technology Inc
1.3%Trimmed −10%
AGGHSimplify Exchange Traded Fun
1.1%
NEARiShares U S ETF Tr
1.0%
OVB1.0%
VTIVanguard Index FDS
6.7%
NVDANVIDIA Corp
5.1%Trimmed −2%
VUGVanguard Index FDS
4.5%Added +5%
AAPLApple Inc.
3.8%Added +7%
AMZNAmazon.com Inc
2.2%
AVGOBroadcom Inc.
2.0%
GOOGLAlphabet Inc.
1.8%
MSFTMicrosoft Corp
1.6%
MU1.3%AGGH
NEAR
OVB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 6.7% Held
NVDA NVIDIA Corp 5.1% Trimmed −2%VUG Vanguard Index FDS 4.5% Added +5%
AAPL Apple Inc. 3.8% Added +7%AMZN Amazon.com Inc 2.2% Added +11%AVGO Broadcom Inc. 2.0% Trimmed −18%GOOGL Alphabet Inc. 1.8% Added +3%MSFT Microsoft Corp 1.6% Added +19%MU Micron Technology Inc 1.3% Trimmed −10%AGGH Simplify Exchange Traded Fun 1.1% Held
NEAR iShares U S ETF Tr 1.0% Added +4%
OVB Listed FDS Tr 1.0% Held
What changed
Biggest moves since Mar 31, 2026
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