Meadowbrook Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Meadowbrook Wealth Management, LLC held in its portfolio 66 assets valued at $87,627,389 (i.e. $87.63M).
The most valuable assets in the portfolio included: AMAZON.COM INC ($9.38M), SHOPIFY INC CL A ($9.31M), and APPLOVIN CORP CL A ($6.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Meadowbrook Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMAZON.COM INC | 40620 | 9375908 | Large US Bl Eq |
| SHOPIFY INC CL A | 57826 | 9308251 | Large For Eq |
| APPLOVIN CORP CL A | 8902 | 5998346 | Large US Gro Eq |
| ABBVIE INC | 21639 | 4944295 | Large US Val Eq |
| NVIDIA CORP | 22879 | 4266934 | Large US Gro Eq |
| ELI LILLY & CO | 3335 | 3584058 | Large US Gro Eq |
| GE AEROSPACE | 11400 | 3511542 | Large US Gro Eq |
| MICROSOFT CORP | 5912 | 2859161 | Large US Bl Eq |
| ROBINHOOD MARKETS INC CL A | 22899 | 2589877 | Large US Gro Eq |
| VISA INC CL A | 6738 | 2363084 | Large US Bl Eq |
| JPMORGAN CHASE & CO | 7298 | 2351562 | Large US Val Eq |
| ALPHABET INC CL A | 6015 | 1882700 | Large US Bl Eq |
| BROADCOM INC | 5155 | 1784146 | Large US Gro Eq |
| GOLDMAN SACHS GROUP INC | 1707 | 1500453 | Large US Val Eq |
| NEBIUS GROUP N V CL A | 17471 | 1462410 | Large For Eq |
| CROWDSTRIKE HOLDINGS INC CL A | 3001 | 1406749 | Large US Gro Eq |
| VIKING THERAPEUTICS INC | 37205 | 1308872 | Small US Gro Eq |
| APPLE INC | 4609 | 1253003 | Large US Bl Eq |
| GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | 22911 | 1209721 | Derivative Income |
| ABBOTT LABORATORIES | 9270 | 1161438 | Large US Val Eq |
| DIREXION DAILY NVDA BULL 2X ETF | 8907 | 1048532 | Long Leveraged |
| GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF | 19622 | 1037402 | Derivative Income |
| META PLATFORMS INC CL A | 1506 | 994096 | Large US Bl Eq |
| SIMON PROPERTY GROUP INC | 5350 | 990339 | Mid Cap US Bl Eq |
| TJX COS INC | 6128 | 941322 | Large US Bl Eq |
| COREWEAVE INC CL A | 12987 | 929999 | Mid Cap US Gro Eq |
| REDDIT INC CL A | 3491 | 802476 | Mid Cap US Gro Eq |
| UBER TECHNOLOGIES INC | 9660 | 789319 | Large US Bl Eq |
| CATERPILLAR INC | 1345 | 770510 | Large US Bl Eq |
| FIVE BELOW INC | 4054 | 763611 | Small US Gro Eq |
| BOOKING HOLDINGS INC | 140 | 749746 | Large US Val Eq |
| CITIGROUP INC | 6338 | 739581 | Large US Val Eq |
| PIMCO DYNAMIC INCOME FUND | 38955 | 689897 | Strategic Income |
| MASTERCARD INC CL A | 1160 | 662221 | Large US Bl Eq |
| SPDR S&P 500 ETF | 937 | 638959 | Large US Bl Eq |
| RLJ LODGING TR CUML CONV PFD SER A | 22660 | 564234 | Preferred Stock |
| T-MOBILE US INC | 2582 | 524249 | Large US Val Eq |
| CVS HEALTH CORP | 6075 | 482112 | Large US Val Eq |
| CONSOLIDATED EDISON INC | 4687 | 465513 | Mid Cap US Val Eq |
| PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | 32970 | 456305 | Int Long HY Bond |
| GILEAD SCIENCES INC | 3575 | 438796 | Large US Val Eq |
| TESLA INC | 942 | 423636 | Large US Gro Eq |
| WALMART INC | 3749 | 417676 | Large US Bl Eq |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 9330 | 417144 | Sector |
| ENERGY TRANSFER LTD PARTNERSHIP | 24000 | 395760 | Mid Cap US Val Eq |
| GLOBAL X NASDAQ 100 COVERED CALL ETF | 22100 | 390507 | Derivative Income |
| CUMMINS INC | 765 | 390494 | Mid Cap US Bl Eq |
| REALTY INCOME CORP | 6833 | 385176 | Mid Cap US Val Eq |
| ALERIAN MLP ETF | 8033 | 377712 | LP - Oil and Gas |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 6114 | 355346 | Derivative Income |
| INVESCO S&P 500 MOMENTUM ETF | 2939 | 350696 | Large US Bl Eq |
| DUKE ENERGY CORP | 2761 | 323617 | Large US Val Eq |
| RESTAURANT BRANDS INTL INC | 4740 | 323410 | Large For Eq |
| YIELDMAX NVDA OPTION INCOME STRATEGY ETF | 21505 | 314188 | Derivative Income |
| DIREXION DAILY NYSE FANG BULL 2X ETF | 1500 | 309426 | Long Leveraged |
| MCDONALDS CORP | 1011 | 308992 | Large US Val Eq |
| EATON VANCE MUNICIPAL INCOME TRUST | 28286 | 304355 | Long Muni Bond |
| DOMINION ENERGY INC | 5125 | 300274 | Mid Cap US Val Eq |
| CORNING INC | 3232 | 282994 | Mid Cap US Gro Eq |
| BOEING COMPANY | 1290 | 280085 | Large US Bl Eq |
| SERVICENOW INC | 1755 | 268848 | Large US Gro Eq |
| VANGUARD S&P 500 INDEX ETF | 398 | 249598 | Large US Bl Eq |
| STRATEGY NASDAQ 7 HANDL INDEX ETF | 10100 | 222402 | US Bal / Asset Alloc |
| EXXON MOBIL CORP | 1805 | 217214 | Large US Val Eq |
| YIELDMAX AMZN OPTION INCOME STRATEGY ETF | 16243 | 215707 | Derivative Income |
| PROSHARES ULTRA S&P 500 2X ETF | 3460 | 200403 | Long Leveraged |
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