Brookwood Investment Group LLC: 13F holdings

CIK 20668122026Q2

Positions517
Reported value$887.6m
Filed2026-07-23

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARD INDEX FDS156,904$58.1m6.5%
NVDA NVIDIA CORPORATION219,863$44.0m5.0%
VUG VANGUARD INDEX FDS447,622$38.6m4.3%
AAPL APPLE INC112,765$32.6m3.7%
AMZN AMAZON COM INC78,159$18.6m2.1%
AVGO BROADCOM INC44,688$16.9m1.9%
GOOGL ALPHABET INC43,634$15.6m1.8%
MSFT MICROSOFT CORP37,768$14.1m1.6%
MU MICRON TECHNOLOGY INC9,736$11.2m1.3%
SIMPLIFY EXCHANGE TRADED FUN475,325$9.6m1.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2066812")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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