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 $92.9M across 79 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($8.9M, 9.61%), SHOP ($6.2M, 6.72%), NBIS ($5.9M, 6.36%), AAPL ($5.3M, 5.70%), APP ($4.1M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | $8.9M | 9.61% | 37,435 | Added |
| 2 | SHOP | SHOPIFY INC CL A | $6.2M | 6.72% | 54,614 | Trimmed |
| 3 | NBIS | NEBIUS GROUP N V CL A | $5.9M | 6.36% | 21,390 | Added |
| 4 | AAPL | APPLE INC | $5.3M | 5.70% | 18,289 | Added |
| 5 | APP | APPLOVIN CORP CL A | $4.1M | 4.44% | 7,997 | Trimmed |
| 6 | LLY | ELI LILLY & CO | $3.9M | 4.22% | 3,268 | Added |
| 7 | ABBV | ABBVIE INC | $3.3M | 3.54% | 13,054 | Trimmed |
| 8 | GOOGL | ALPHABET INC CL A | $2.5M | 2.66% | 6,905 | Added |
| 9 | GE | GE AEROSPACE | $2.3M | 2.52% | 6,250 | Trimmed |
| 10 | V | VISA INC CL A | $2.3M | 2.46% | 6,657 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $2.3M | 2.45% | 6,091 | Trimmed |
| 12 | GS | GOLDMAN SACHS GROUP INC | $2.3M | 2.43% | 2,232 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $2.1M | 2.26% | 6,423 | Trimmed |
| 14 | CRWD | CROWDSTRIKE HOLDINGS INC CL A | $1.9M | 2.09% | 2,549 | Added |
| 15 | NVDA | NVIDIA CORP | $1.9M | 2.03% | 9,539 | Trimmed |
| 16 | PDI | PIMCO DYNAMIC INCOME FUND | $1.8M | 1.99% | 110,570 | New |
| 17 | HOOD | ROBINHOOD MARKETS INC CL A | $1.8M | 1.98% | 16,882 | Added |
| 18 | AVGO | BROADCOM INC | $1.8M | 1.96% | 4,940 | Trimmed |
| 19 | SPG | SIMON PROPERTY GROUP INC | $1.6M | 1.71% | 7,105 | Added |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.3M | 1.37% | 10,099 | New |
| 21 | GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $1.3M | 1.36% | 22,838 | Trimmed |
| 22 | GPIQ | GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF | $1.2M | 1.34% | 21,414 | Added |
| 23 | RDDT | REDDIT INC CL A | $1.2M | 1.30% | 6,111 | Trimmed |
| 24 | CRWV | COREWEAVE INC CL A | $1.1M | 1.23% | 13,282 | Trimmed |
| 25 | META | META PLATFORMS INC CL A | $962,269 | 1.04% | 1,570 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30