StockDriftsStockDriftsTop 50 Meadowbrook Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 9.61% | 37.4K | $8.9M | +1.29%(+475) | $219.55(+25.23%) | 2026-06-30 | |
| SHOP | SHOPIFY INC CL A | 6.72% | 54.6K | $6.2M | -0.78%(-429) | $131.98(+15.40%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP N V CL A | 6.36% | 21.4K | $5.9M | +15.58%(+2.88K) | $97.82(+98.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.7% | 18.3K | $5.3M | +94.58%(+8.89K) | $258.32(+18.72%) | 2026-06-30 | |
| APP | APPLOVIN CORP CL A | 4.44% | 8.0K | $4.1M | -0.04%(-3) | $534.31(-39.43%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.22% | 3.3K | $3.9M | +110.84%(+1.72K) | $958.23(+28.25%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.54% | 13.1K | $3.3M | -37.25%(-7.75K) | $213.58(+16.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CL A | 2.66% | 6.9K | $2.5M | +4.38%(+290) | $228.02(+54.14%) | 2026-06-30 | |
| GE | GE AEROSPACE | 2.52% | 6.3K | $2.3M | -29.66%(-2.63K) | $279.90(+32.50%) | 2026-06-30 | |
| V | VISA INC CL A | 2.46% | 6.7K | $2.3M | -1.20%(-81) | $348.21(+3.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -0.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.49% |
Meadowbrook Wealth Management, LLC reports $92.86M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (9.6%), SHOP (6.7%) and NBIS (6.4%). The top 20 holdings account for 68.5% of reported assets. Its disclosed equity book has returned -0.14% cumulatively over 3 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.
Sign up free to track Meadowbrook Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Meadowbrook Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2090468). View Meadowbrook Wealth Management, LLC’s 13F filings on SEC