Brookwood Investment Group LLC — 13F Holdings & Portfolio

CIK 2066812 · latest 13F-HR filed 2026-07-23

Brookwood Investment Group LLC manages $887.6M in 13F-reported U.S. long-equity assets across 589 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (6.54%), NVDA (4.96%), VUG (4.34%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 84 new positions, exited 63, added to 211, and trimmed 132.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3930 E. RAY RD.
SUITE 155
PHOENIX, AZ 85044
Phone
(480) 646-3504
Filing Manager
Brookwood Investment Group LLC
PHOENIX, AZ
Signatory
Rich Mowrer
VP - Investment Mgmt Operations
Loading holdings…
AUM

$887.6M

Long-equity book

Holdings

589

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+84 / −63 / ↑211 / ↓132

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$8.4M +16.9%
  • MICRON TECHNOLOGY INC$7.6M +209.1%
  • VANGUARD INDEX FDS$7.6M +24.4%
  • APPLE INC$5.8M +21.8%
  • NVIDIA CORPORATION$4.8M +12.3%
Show all 211

Top Trims

  • TIDAL TRUST III-$5.1M -73.0%
  • TIDAL TRUST III-$5.0M -66.3%
  • VANECK ETF TRUST-$4.8M -85.3%
  • SPDR SERIES TRUST-$3.4M -93.5%
  • ISHARES TR-$1.9M -63.9%
Show all 132

New Positions

  • CAPITOL SER TR$5.5M
  • MANAGER DIRECTED PORTFOLIOS$4.3M
  • CALAMOS ETF TR$3.3M
  • COHEN & STEERS ETF TRUST$3.1M
  • BNY MELLON ETF TRUST$3.1M
Show all 84

Exited Positions

  • TIDAL TRUST I$6.8M
  • SIMPLIFY EXCHANGE TRADED FUN$5.2M
  • KRANESHARES TRUST$4.2M
  • ABRDN PLATINUM ETF TRUST$4.1M
  • ABRDN PALLADIUM ETF TRUST$3.0M
Show all 63
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $58.1M 6.54% 156,904 SH
2 NVIDIA CORPORATION NVDA 67066G104 $44.0M 4.96% 219,863 SH
3 VANGUARD INDEX FDS VUG 922908736 $38.6M 4.34% 447,622 SH
4 APPLE INC AAPL 037833100 $32.6M 3.68% 112,765 SH
5 AMAZON COM INC AMZN 023135106 $18.6M 2.10% 78,159 SH
6 BROADCOM INC AVGO 11135F101 $16.9M 1.90% 44,688 SH
7 ALPHABET INC GOOGL 02079K305 $15.6M 1.76% 43,634 SH
8 MICROSOFT CORP MSFT 594918104 $14.1M 1.59% 37,768 SH
9 MICRON TECHNOLOGY INC MU 595112103 $11.2M 1.27% 9,736 SH
10 SIMPLIFY EXCHANGE TRADED FUN AGGH 82889N723 $9.6M 1.08% 475,325 SH
11 ISHARES U S ETF TR NEAR 46431W507 $8.7M 0.98% 171,037 SH
12 LISTED FDS TR OVB 53656F862 $8.5M 0.96% 417,194 SH
13 META PLATFORMS INC META 30303M102 $8.2M 0.92% 14,484 SH
14 SPDR GOLD TR GLD 78463V107 $8.0M 0.90% 21,756 SH
15 TIDAL TRUST I HFEQ 886364371 $7.5M 0.85% 305,300 SH
16 WISDOMTREE TR WTLS 97717Y261 $7.2M 0.81% 120,583 SH
17 ALPHABET INC GOOG 02079K107 $7.1M 0.79% 19,956 SH
18 ISHARES TR IVV 464287200 $6.8M 0.77% 9,134 SH
19 TRUST FOR PROFESSIONAL MANAG CLSE 89834G760 $6.7M 0.76% 197,486 SH
20 KRANESHARES TRUST KSPY 500767389 $6.7M 0.76% 229,417 SH
21 THE ALGER ETF TRUST FRTY 015564107 $6.6M 0.74% 264,920 SH
22 TIDAL TRUST II RSST 88636J816 $6.5M 0.73% 198,479 SH
23 TIDAL TRUST I HFGM 886364363 $6.2M 0.70% 204,511 SH
24 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.8M 0.65% 7,777 SH
25 PIMCO ETF TR PYLD 72201R585 $5.8M 0.65% 217,793 SH
26 FIRST TR EXCH TRADED FD III FTLS 33739P103 $5.8M 0.65% 78,135 SH
27 MORGAN STANLEY ETF TRUST EVMO 61774R767 $5.8M 0.65% 115,283 SH
28 TCW ETF TRUST FLXR 29287L700 $5.8M 0.65% 146,684 SH
29 BONDBLOXX ETF TRUST BBBI 09789C747 $5.6M 0.63% 108,001 SH
30 CAPITOL SER TR HTUS 14064D519 $5.5M 0.62% 126,339 SH
31 ISHARES GOLD TR IAU 464285204 $5.4M 0.61% 71,785 SH
32 ISHARES TR TFLO 46434V860 $5.2M 0.58% 102,226 SH
33 DEVON ENERGY CORP NEW DVN 25179M103 $5.1M 0.57% 123,178 SH
34 ISHARES TR STIP 46429B747 $4.9M 0.55% 47,845 SH
35 USCF ETF TR UMI 90290T882 $4.8M 0.54% 81,534 SH
36 UNITED STS COMMODITY INDEX F CPER 911718104 $4.5M 0.51% 120,463 SH
37 ISHARES SILVER TR SLV 46428Q109 $4.5M 0.51% 84,370 SH
38 VANGUARD MALVERN FDS VTIP 922020805 $4.3M 0.49% 86,227 SH
39 MANAGER DIRECTED PORTFOLIOS SJCP 56170L687 $4.3M 0.48% 170,911 SH
40 GLOBAL X FDS URA 37954Y871 $4.2M 0.47% 95,901 SH
41 TOUCHSTONE ETF TRUST TSEC 89157W707 $4.1M 0.46% 159,117 SH
42 FINANCIAL INVS TR CCNR 31761T886 $4.1M 0.46% 109,509 SH
43 TOUCHSTONE ETF TRUST SIO 89157W202 $4.0M 0.46% 157,522 SH
44 JANUS DETROIT STR TR JSI 47103U746 $4.0M 0.45% 78,275 SH
45 ELI LILLY & CO LLY 532457108 $3.7M 0.42% 3,111 SH
46 VANGUARD STAR FDS VXUS 921909768 $3.7M 0.42% 43,253 SH
47 ISHARES TR LQD 464287242 $3.7M 0.42% 33,877 SH
48 GE VERNOVA INC GEV 36828A101 $3.7M 0.41% 3,116 SH
49 BLACKROCK ETF TRUST DYNF 09290C103 $3.5M 0.40% 52,186 SH
50 TIDAL TRUST III AIS 45259A845 $3.5M 0.40% 41,564 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $887.6M 589 0002066812-26-000003
2026-03-31 2026-05-04 $809.9M 562 0002066812-26-000002
2025-12-31 2026-01-22 $833.2M 529 0002066812-26-000001