Institutions / Meadowbrook Wealth Management, LLC

Meadowbrook Wealth Management, LLC

CIK 2090468 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$87.63M
Positions
66
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Amazon.com Incโ€”$9.38M40,62010.7%
Shopify Inc Cl aโ€”$9.31M57,82610.6%
AppLovin Corpโ€”$6.00M8,9026.8%
AbbVie Inc.โ€”$4.94M21,6395.6%
NVIDIA Corpโ€”$4.27M22,8794.9%
ELI LILLY & Coโ€”$3.58M3,3354.1%
General Electric Coโ€”$3.51M11,4004.0%
Microsoft Corpโ€”$2.86M5,9123.3%
Robinhood Markets, Inc.โ€”$2.59M22,8993.0%
Visa Incโ€”$2.36M6,7382.7%
JPMorgan Chase & Coโ€”$2.35M7,2982.7%
Alphabet Inc.โ€”$1.88M6,0152.1%
Broadcom Inc.โ€”$1.78M5,1552.0%
The Goldman Sachs Group, Inc.โ€”$1.50M1,7071.7%
Nebius Group N.V.โ€”$1.46M17,4711.7%
CrowdStrike Holdings, Inc.โ€”$1.41M3,0011.6%
Viking Therapeutics Incโ€”$1.31M37,2051.5%
Apple Inc.โ€”$1.25M4,6091.4%
Goldman Sachs S&P 500 Premium Income ETFโ€”$1.21M22,9111.4%
Abbott Laboratoriesโ€”$1.16M9,2701.3%
Direxion Daily Nvda Bull 2X ETFโ€”$1.05M8,9071.2%
Goldman Sachs Nasdaq 100 Premium Income ETFโ€”$1.04M19,6221.2%
Meta Platforms Incโ€”$994.1K1,5061.1%
Simon Property Group Incโ€”$990.3K5,3501.1%
TJX Cos Inc/Theโ€”$941.3K6,1281.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.