DOSSIER · 13F-HR · Q2 2026

Brookwood Investment Group LLC

$888M in tracked AUM across 589 positions as of Q2 2026.

BI
CIK 0002066812 · last filed Jun 30, 2026
Total AUM
$888M
as of Q2 2026
Holdings
589
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Brookwood Investment Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$59M158K6.6%
02
NVDA
NVIDIA CORPORATION
$44M220K5.0%
03
VUG
VANGUARD INDEX FDS
$39M448K4.3%
04
AAPL
APPLE INC
$33M114K3.7%
05
AMZN
AMAZON COM INC
$19M78K2.1%
06
AVGO
BROADCOM INC
$17M45K1.9%
07
GOOGL
ALPHABET INC
$16M44K1.8%
08
MSFT
MICROSOFT CORP
$14M38K1.6%
09
IAU
ISHARES GOLD TR
$12M154K1.3%
10
MU
MICRON TECHNOLOGY INC
$11M10K1.3%

Filing history

2026Q2Jun 30
$888M 9.6%
589 positionsView →
2026Q1Mar 31
$810M 2.8%
562 positionsView →
2025Q4Dec 31
$833M 7.6%
529 positionsView →
2025Q3Sep 30
$775M 24.9%
483 positionsView →
2025Q2Jun 30
$620M 114.4%
456 positionsLocked
2025Q1Mar 31
$289M
240 positionsLocked