StockDriftsStockDriftsTop 50 Brookwood Investment Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 6.74% | 156.9K | $58.1M | +1.35%(+2.09K) | $290.05(+31.72%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.1% | 219.9K | $44.0M | -2.13%(-4.77K) | $125.56(+75.57%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.47% | 447.6K | $38.6M | +5.10%(+21.73K) | $67.47(+32.01%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.79% | 112.8K | $32.6M | +6.80%(+7.18K) | $236.09(+29.90%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.16% | 78.2K | $18.6M | +11.08%(+7.79K) | $206.72(+33.01%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.96% | 44.7K | $16.9M | -17.87%(-9.72K) | $226.08(+85.94%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.81% | 43.6K | $15.6M | +2.94%(+1.25K) | $183.07(+91.99%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.63% | 37.8K | $14.1M | +18.65%(+5.94K) | $411.74(+22.11%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.3% | 9.7K | $11.2M | -9.52%(-1.02K) | $222.40(+287.61%) | 2026-06-30 | |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | 1.11% | 475.3K | $9.6M | +1.39%(+6.53K) | $20.59(-3.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.92% |
Brookwood Investment Group LLC reports $887.62M in US-listed equity holdings across 513 positions in its most recent 13F filing. Its largest disclosed positions are VTI (6.7%), NVDA (5.1%) and VUG (4.5%). The top 20 holdings account for 38.83% of reported assets. Its disclosed equity book has returned +34.89% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brookwood Investment Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066812). View Brookwood Investment Group LLC’s 13F filings on SEC