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.
Meadowbrook Wealth Management, LLC (CIK 2090468) reported $75.5M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($7.7M, 10.20%), SHOP ($6.5M, 8.65%), ABBV ($4.5M, 6.00%), APP ($3.2M, 4.22%), NVDA ($3.0M, 3.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $7.7M | 10.20% | 36,960 | Trimmed |
| 2 | SHOP | SHOPIFY INC CL A | $6.5M | 8.65% | 55,043 | Trimmed |
| 3 | ABBV | ABBVIE INC | $4.5M | 6.00% | 20,804 | Trimmed |
| 4 | APP | APPLOVIN CORP CL A | $3.2M | 4.22% | 8,000 | Trimmed |
| 5 | NVDA | NVIDIA CORP | $3.0M | 3.99% | 17,264 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $2.6M | 3.44% | 7,022 | Added |
| 7 | GE | GE AEROSPACE | $2.5M | 3.34% | 8,885 | Trimmed |
| 8 | AAPL | APPLE INC | $2.4M | 3.16% | 9,399 | Added |
| 9 | V | VISA INC CL A | $2.0M | 2.70% | 6,738 | Hold |
| 10 | NBIS | NEBIUS GROUP N V CL A | $1.9M | 2.54% | 18,507 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $1.9M | 2.53% | 6,483 | Trimmed |
| 12 | GOOGL | ALPHABET INC CL A | $1.9M | 2.52% | 6,615 | Added |
| 13 | COST | COSTCO WHOLESALE CORP | $1.6M | 2.10% | 1,590 | New |
| 14 | AVGO | BROADCOM INC | $1.6M | 2.08% | 5,065 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $1.4M | 1.89% | 1,550 | Trimmed |
| 16 | GEV | GE VERNOVA LLC | $1.4M | 1.85% | 1,603 | New |
| 17 | GS | GOLDMAN SACHS GROUP INC | $1.3M | 1.78% | 1,592 | Trimmed |
| 18 | GLW | CORNING INC | $1.3M | 1.68% | 9,350 | Added |
| 19 | GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $1.2M | 1.58% | 23,774 | Added |
| 20 | META | META PLATFORMS INC CL A | $1.1M | 1.49% | 1,961 | Added |
| 21 | GPIQ | GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF | $1.1M | 1.40% | 21,353 | Added |
| 22 | HOOD | ROBINHOOD MARKETS INC CL A | $1.1M | 1.39% | 15,190 | Trimmed |
| 23 | CRWV | COREWEAVE INC CL A | $1.0M | 1.38% | 13,475 | Added |
| 24 | SPG | SIMON PROPERTY GROUP INC | $997,936 | 1.32% | 5,350 | Hold |
| 25 | CRWD | CROWDSTRIKE HOLDINGS INC CL A | $985,395 | 1.31% | 2,524 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31