Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brookwood Investment Group LLC (CIK 2066812) reported $809.9M across 470 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($50.0M, 6.18%), NVDA ($39.2M, 4.84%), VUG ($31.0M, 3.83%), AAPL ($27.2M, 3.36%), AMZN ($18.2M, 2.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $50.0M | 6.18% | 156,010 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $39.2M | 4.84% | 224,637 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $31.0M | 3.83% | 70,982 | Added |
| 4 | AAPL | APPLE INC | $27.2M | 3.36% | 107,081 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $18.2M | 2.24% | 87,264 | Trimmed |
| 6 | AVGO | BROADCOM INC | $16.8M | 2.08% | 54,409 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $12.2M | 1.51% | 42,388 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $11.8M | 1.45% | 31,831 | Trimmed |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | $9.5M | 1.18% | 468,796 | Added |
| 10 | GLD | SPDR GOLD TR | $9.5M | 1.18% | 22,156 | Added |
| 11 | OVB | LISTED FDS TR | $8.4M | 1.04% | 409,560 | New |
| 12 | META | META PLATFORMS INC | $8.4M | 1.04% | 14,750 | Trimmed |
| 13 | NEAR | ISHARES U S ETF TR | $8.3M | 1.03% | 164,195 | Added |
| 14 | WOMN | TIDAL TRUST III | $7.5M | 0.93% | 390,409 | New |
| 15 | AWTM | TIDAL TRUST I | $7.3M | 0.90% | 347,112 | Trimmed |
| 16 | KSPY | KRANESHARES TRUST | $7.1M | 0.88% | 259,126 | Trimmed |
| 17 | HFGM | TIDAL TRUST I | $7.1M | 0.87% | 220,925 | Added |
| 18 | WOMN | TIDAL TRUST III | $7.0M | 0.87% | 403,833 | New |
| 19 | WTIP | WISDOMTREE TR | $6.9M | 0.85% | 140,227 | New |
| 20 | GRNY | TIDAL TRUST I | $6.8M | 0.84% | 283,391 | Trimmed |
| 21 | IWM | ISHARES TR | $6.6M | 0.81% | 26,487 | Added |
| 22 | GOOG | ALPHABET INC | $6.6M | 0.81% | 22,847 | Trimmed |
| 23 | DVN | DEVON ENERGY CORP NEW | $6.3M | 0.78% | 125,461 | Trimmed |
| 24 | PYLD | PIMCO ETF TR | $5.8M | 0.72% | 221,158 | Trimmed |
| 25 | CVIE | MORGAN STANLEY ETF TRUST | $5.8M | 0.72% | 115,319 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31