Top 50 Meadowbrook Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 9.7% | 37.2K | $9.3M | -0.73%(-272) | $219.55(+19.54%) | 2026-09-30 | |
| SHOP | SHOPIFY INC CL A | 8.25% | 53.1K | $7.9M | -2.76%(-1.51K) | $131.98(+29.61%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.19% | 17.7K | $5.9M | -3.02%(-553) | $258.32(+32.76%) | 2026-09-30 | |
| NBIS | NEBIUS GROUP N V CL A | 6.03% | 24.4K | $5.8M | +14.02%(+3.00K) | $117.27(+45.17%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 4.16% | 15.2K | $4.0M | +16.32%(+2.13K) | $219.62(+28.71%) | 2026-09-30 | |
| META | META PLATFORMS INC CL A | 3.54% | 4.7K | $3.4M | +196.31%(+3.08K) | $665.88(+5.94%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.41% | 6.3K | $3.2M | +4.02%(+245) | $492.90(+8.24%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HOLDINGS INC CL A | 3.39% | 12.2K | $3.2M | +19.71%(+2.01K) | $453.28(-49.68%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.92% | 2.4K | $2.8M | -26.35%(-861) | $958.23(+29.44%) | 2026-09-30 | |
| NVDA | NVIDIA CORP | 2.54% | 10.6K | $2.4M | +11.32%(+1.08K) | $176.55(+22.96%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +0.02% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +5.09% |
Meadowbrook Wealth Management LLC reports $95.43M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (9.7%), SHOP (8.3%) and AAPL (6.2%). The top 20 holdings account for 69.81% of reported assets. Its disclosed equity book has returned +0.02% cumulatively over 4 quarters. Figures reflect the Q3 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 Meadowbrook Wealth Management LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2090468). View Meadowbrook Wealth Management LLCโs 13F filings on SEC