account_balance
Investment manager · 13F filer · SEC CIK 2119283
Meadowbrook Advisors Group, LLC
Reported value$186Mas of Sep 30, 2026
Positions155 6 new, 20 sold out
Top 10 weight30.1%AAPL alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.8%Trimmed −38%
VEAVanguard Tax-Managed FDS
4.2%
MSFTMicrosoft Corp
3.6%Trimmed −3%
NVDANVIDIA Corp
2.8%Added +17%
VVisa Inc.
2.7%Trimmed −3%
VWOVanguard Intl Equity Index F
2.5%Added +7%
GOOGLAlphabet Inc.
2.5%Trimmed −5%
IVViShares Tr
2.1%Added +21%
VOVanguard Index FDS
2.0%Added +108%
FESMFidelity Covington Trust
2.0%Added +106%
XOMExxonMobil Holdings Corp
1.9%
JPMJPMorgan Chase & Co
1.8%
AAPLApple Inc.
5.8%Trimmed −38%
VEAVanguard Tax-Managed FDS
4.2%
MSFTMicrosoft Corp
3.6%−3%
NVDANVIDIA Corp
2.8%+17%
VVisa Inc.
2.7%−3%
VWOVanguard Intl Equity Index F
2.5%
GOOGLAlphabet Inc.
2.5%
IVViShares Tr
2.1%
VOVanguard Index FDS
2.0%
FESM2.0%
XOM1.9%JPM1.8%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
AAPL Apple Inc. 5.8% Trimmed −38%
VEA Vanguard Tax-Managed FDS 4.2% Held
MSFT Microsoft Corp 3.6% Trimmed −3%NVDA NVIDIA Corp 2.8% Added +17%V Visa Inc. 2.7% Trimmed −3%VWO Vanguard Intl Equity Index F 2.5% Added +7%
GOOGL Alphabet Inc. 2.5% Trimmed −5%IVV iShares Tr 2.1% Added +21%
VO Vanguard Index FDS 2.0% Added +108%
FESM Fidelity Covington Trust 2.0% Added +106%
XOM ExxonMobil Holdings Corp 1.9% HeldJPM JPMorgan Chase & Co 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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