IE
Insider Edges

BROOKWOOD INVESTMENT GROUP LLC 13F portfolio summary

BROOKWOOD INVESTMENT GROUP LLC of BROOKWOOD INVESTMENT GROUP LLC has 538 current stock holdings with a reported portfolio value of $887.6M. The portfolio 1 year return is +19.45%. Top holdings include VTI (6.54%), NVDA (4.96%), VUG (4.34%), AAPL (3.68%), AMZN (2.10%).

Back to investors

BROOKWOOD INVESTMENT GROUP LLC

BROOKWOOD INVESTMENT GROUP LLC
Latest filing: 2026-06-30

BROOKWOOD INVESTMENT GROUP LLC runs BROOKWOOD INVESTMENT GROUP LLC and currently holds 538 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $887.62M. Their top holdings are VTI, NVDA, VUG, AAPL, AMZN. The top five represent 21.6% of reported portfolio weight. BROOKWOOD INVESTMENT GROUP LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BROOKWOOD INVESTMENT GROUP LLC initiated 2 new positions. They added to 54 existing positions. They trimmed 42 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
VTI6.5%
NVDA5.0%
VUG4.3%
AAPL3.7%
AMZN2.1%
Top 5: 21.6%
Portfolio Returns
1 Year
+19.45%
#0/1000
3 Year
+32.92%
#0/1000
5 Year
+32.92%
#0/1000

Portfolio Value

$887.62M

Alpha Score

28.0

#0 of 1000

Holdings

538

Showper page

538 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VTI
VANGUARD INDEX FDS
6.54%$284.82$378.25+32.80%
Added
+1.35%
NVDA
NVIDIA CORPORATION
4.96%$113.45$214.76+89.30%
Trimmed
-2.13%
VUG
VANGUARD INDEX FDS
4.34%$65.35$87.49+33.88%
Added
+530.61%
AAPL
APPLE INC
3.68%$229.88$309.35+34.57%
Added
+6.80%
AMZN
AMAZON COM INC
2.10%$196.68$258.63+31.50%
Added
+11.08%
AVGO
BROADCOM INC
1.90%$204.57$368.45+80.11%
Trimmed
-17.87%
GOOGL
ALPHABET INC
1.76%$176.86$344.82+94.97%
Added
+2.94%
MSFT
MICROSOFT CORP
1.59%$394.47$483.24+22.50%
Added
+18.65%
MU
MICRON TECHNOLOGY INC
1.27%$241.89$966.78+299.68%
Trimmed
-9.52%
NEAR
ISHARES U S ETF TR
0.98%$50.86$50.56-0.59%
Added
+4.17%

Showing 1-10 of 538