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CIK: 0002090468
Total reported value
$92.9M
$92.9M
84 檔
36.3%
At the close of Q3 2025, Meadowbrook Wealth Management, LLC disclosed equity holdings valued at approximately $92.9M, spread across 84 reported holdings.
During Q3 2025, Meadowbrook Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.16% | -0.59% | — | |
| 2 | SHOP | Shopify Inc - Class A | Stock-Tech | 8.96% | -1.93% | — | |
| 3 | APP | Applovin Corp-class A | Stock-Tech | 7.16% | +0.22% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.77% | -1.96% | — | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.99% | -2.46% | — | |
| 6 | GE | General Electric | Stock-Industrials | 3.45% | -0.82% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | -0.99% | — | |
| 8 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 2.67% | +0.59% | — | |
| 9 | NBIS | Nebius Group N.V. | Stock-Other | 2.58% | +3.82% | — | |
| 10 | CRWV | Coreweave Inc-cl A | Stock-Tech | 2.48% | -0.15% | — | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.44% | -0.24% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.27% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.84% | -0.12% | — | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.56% | +0.65% | — | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.54% | +0.78% | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.45% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.14% | — | |
| 18 | NVDU | Direxion Daily Nvda Bull 2x | ETF-Other | 1.31% | — | — | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.29% | -0.35% | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.28% | -0.06% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.19% | +2.54% | — | |
| 22 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.19% | -0.22% | — | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.14% | — | — | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 1.10% | -0.25% | — | |
| 25 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.09% | +0.39% | — | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 1.05% | -0.62% | — | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.04% | +1.37% | NEW | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +2.33% | — | |
| 29 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.95% | +0.07% | — | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.89% | — | — | |
| 31 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.87% | -0.06% | — | |
| 32 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.86% | +1.99% | NEW | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | -0.32% | — | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.84% | -0.19% | — | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.08% | — | |
| 36 | GSBIX | Gldmn Schs Inc Bldr-inst | Stock-Other | 0.74% | — | — | |
| 37 | GLW | Corning Inc | Stock-Tech | 0.65% | -1.68% | EXIT | |
| 38 | FRIAX | Franklin Income Fund-adv | Stock-Other | 0.62% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | -0.06% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | -0.34% | — | |
| 41 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.57% | -0.70% | EXIT | |
| 42 | GHYIX | Gldmn Schs Hi Yld Muni-inst | Stock-Other | 0.55% | — | — | |
| 43 | RLJ 1.95 PERP ABond | Rlj Lodging Trust | Bond | 0.52% | +0.62% | NEW | |
| 44 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | Stock-Other | 0.51% | — | — | |
| 45 | APLD | Applied Digital CORP | Stock-Tech | 0.49% | -0.01% | — | |
| 46 | PDO | Pimco Dynamic Income Opport | Stock-Other | 0.48% | +0.62% | NEW | |
| 47 | D | Dominion Energy Inc | Stock-Utilities | 0.48% | -0.12% | — | |
| 48 | ED | Consolidated Edison Inc | Stock-Utilities | 0.48% | -0.33% | — | |
| 49 | NYVTX | Davis New York Venture-a | Stock-Other | 0.48% | — | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-Other | 0.46% | -0.48% | — |
According to official SEC Form 13F filings, Meadowbrook Wealth Management, LLC reported a total U.S. public equity portfolio value of $92.9M across 84 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, SHOP, APP) accounted for 36.3% of total reported equity market value during Q3 2025.
During Q3 2025, Meadowbrook Wealth Management, LLC's top holdings by market value included AMZN (9.2%)、SHOP (9.0%)、APP (7.2%). The largest single position, AMZN, represented 9.2% of total portfolio value.
In Q3 2025, Meadowbrook Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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