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Meadowbrook Wealth Management

Latest statistics and disclosures from Meadowbrook Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, SHOP, APP, ABBV, NVDA, and represent 38.68% of Meadowbrook Wealth Management's stock portfolio.
Added to shares of these 10 stocks: LLY, VKTX, ABBV, C, HOOD, FIVE, GILD, NOW, SSO, GPIQ.
Started 4 new stock positions in SSO, C, VKTX, GILD.
Reduced shares in these 10 stocks: NVDA, BX, PLTR, , TSLA, BA, Goldman Sachs Income Builder Fund Institutional Class, FRIAX, GHYIX, GSIMX.
Sold out of its positions in ALL, APLD, BX, COF, Columbia:lc Gr Iii;a, NYVTX, FI, FRIAX, Goldman Sachs Income Builder Fund Institutional Class, GHYIX. Goldman Sachs High Yield Municipal Fund Inv Cl N/l, Goldman Sachs High Yield Floating Rate Instl Cl, GSINX, GSIMX, HD, IBIT, MS, ORCL, PLTR, SOFI, URI, XFLT.
Meadowbrook Wealth Management was a net seller of stock by $-7.0M.
Meadowbrook Wealth Management has $88M in assets under management (AUM), dropping by -8.91%.
Central Index Key (CIK): 0002090468

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Portfolio Holdings for Meadowbrook Wealth Management

Meadowbrook Wealth Management holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Large US Bl Eq (AMZN)	10.7	$9.4M		41k	230.82	View chart
Shopify Inc Cl A Large For Eq (SHOP)	10.6	$9.3M		58k	160.97	View chart
Applovin Corp Cl A Large US Gro Eq (APP)	6.8	$6.0M	-7%	8.9k	673.82	View chart
Abbvie Large US Val Eq (ABBV)	5.6	$4.9M	+30%	22k	228.49	View chart
Nvidia Corp Large US Gro Eq (NVDA)	4.9	$4.3M	-23%	23k	186.50	View chart
Eli Lilly & Co Large US Gro Eq (LLY)	4.1	$3.6M	+170%	3.3k	1074.68	View chart
Ge Aerospace Large US Gro Eq (GE)	4.0	$3.5M	+3%	11k	308.03	View chart
Microsoft Corp Large US Bl Eq (MSFT)	3.3	$2.9M	-3%	5.9k	483.62	View chart
Robinhood Markets Inc Cl A Large US Gro Eq (HOOD)	3.0	$2.6M	+27%	23k	113.10	View chart
Visa Inc Cl A Large US Bl Eq (V)	2.7	$2.4M		6.7k	350.71	View chart
Jpmorgan Chase & Co Large US Val Eq (JPM)	2.7	$2.4M	+2%	7.3k	322.22	View chart
Alphabet Inc Cl A Large US Bl Eq (GOOGL)	2.1	$1.9M	+11%	6.0k	313.00	View chart
Broadcom Large US Gro Eq (AVGO)	2.0	$1.8M	-4%	5.2k	346.10	View chart
Goldman Sachs Group Large US Val Eq (GS)	1.7	$1.5M	-9%	1.7k	879.00	View chart
Nebius Group N V Cl A Large For Eq (NBIS)	1.7	$1.5M	-20%	18k	83.70	View chart
Crowdstrike Holdings Inc Cl A Large US Gro Eq (CRWD)	1.6	$1.4M		3.0k	468.76	View chart
Viking Therapeutics Small US Gro Eq (VKTX)	1.5	$1.3M	NEW	37k	35.18	View chart
Apple Large US Bl Eq (AAPL)	1.4	$1.3M	+2%	4.6k	271.86	View chart
Goldman Sachs S&p 500 Premium Income Etf Derivative Income (GPIX)	1.4	$1.2M	+4%	23k	52.80	View chart
Abbott Laboratories Large US Val Eq (ABT)	1.3	$1.2M		9.3k	125.29	View chart
Direxion Daily Nvda Bull 2x Etf Long Leveraged (NVDU)	1.2	$1.0M	-6%	8.9k	117.72	View chart
Goldman Sachs Nasdaq 100 Premium Income Etf Derivative Income (GPIQ)	1.2	$1.0M	+23%	20k	52.87	View chart
Meta Platforms Inc Cl A Large US Bl Eq (META)	1.1	$994k	-25%	1.5k	660.09	View chart
Simon Property Group Mid Cap US Bl Eq (SPG)	1.1	$990k	-3%	5.4k	185.11	View chart
Tjx Cos Large US Bl Eq (TJX)	1.1	$941k	+7%	6.1k	153.61	View chart
Coreweave Inc Cl A Mid Cap US Gro Eq (CRWV)	1.1	$930k	-25%	13k	71.61	View chart
Reddit Inc Cl A Mid Cap US Gro Eq (RDDT)	0.9	$803k	-12%	3.5k	229.87	View chart
Uber Technologies Large US Bl Eq (UBER)	0.9	$789k	-10%	9.7k	81.71	View chart
Caterpillar Large US Bl Eq (CAT)	0.9	$771k	+14%	1.3k	572.87	View chart
Five Below Small US Gro Eq (FIVE)	0.9	$764k	+150%	4.1k	188.36	View chart
Booking Holdings Large US Val Eq (BKNG)	0.9	$750k	-6%	140.00	5355.33	View chart
Citigroup Large US Val Eq (C)	0.8	$740k	NEW	6.3k	116.69	View chart
Pimco Dynamic Income Fund Strategic Income (PDI)	0.8	$690k	-6%	39k	17.71	View chart
Mastercard Inc Cl A Large US Bl Eq (MA)	0.8	$662k	-11%	1.2k	570.88	View chart
Spdr S&p 500 Etf Large US Bl Eq (SPY)	0.7	$639k	+9%	937.00	681.92	View chart
Rlj Lodging Tr Cuml Conv Pfd Ser A Preferred Stock (RLJ.PA)	0.6	$564k	+15%	23k	24.90	View chart
T-mobile Us Large US Val Eq (TMUS)	0.6	$524k	+12%	2.6k	203.04	View chart
Cvs Health Corp Large US Val Eq (CVS)	0.6	$482k	+23%	6.1k	79.36	View chart
Consolidated Edison Mid Cap US Val Eq (ED)	0.5	$466k	+2%	4.7k	99.32	View chart
Pimco Dynamic Income Opportunities Fund Int Long HY Bond (PDO)	0.5	$456k		33k	13.84	View chart
Gilead Sciences Large US Val Eq (GILD)	0.5	$439k	NEW	3.6k	122.74	View chart
Tesla Large US Gro Eq (TSLA)	0.5	$424k	-65%	942.00	449.72	View chart
Walmart Large US Bl Eq (WMT)	0.5	$418k	-3%	3.7k	111.41	View chart
State Street Energy Select Sector Spdr Etf Sector (XLE)	0.5	$417k	+86%	9.3k	44.71	View chart
Energy Transfer Ltd Partnership Mid Cap US Val Eq (ET)	0.5	$396k		24k	16.49	View chart
Global X Nasdaq 100 Covered Call Etf Derivative Income (QYLD)	0.4	$391k	+31%	22k	17.67	View chart
Cummins Mid Cap US Bl Eq (CMI)	0.4	$391k	-3%	765.00	510.45	View chart
Realty Income Corp Mid Cap US Val Eq (O)	0.4	$385k		6.8k	56.37	View chart
Alerian Mlp Etf LP - Oil and Gas (AMLP)	0.4	$378k	+11%	8.0k	47.02	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Derivative Income (JEPQ)	0.4	$355k		6.1k	58.12	View chart
Invesco S&p 500 Momentum Etf Large US Bl Eq (SPMO)	0.4	$351k	-3%	2.9k	119.32	View chart
Duke Energy Corp Large US Val Eq (DUK)	0.4	$324k		2.8k	117.21	View chart
Restaurant Brands Intl Large For Eq (QSR)	0.4	$323k	-6%	4.7k	68.23	View chart
Yieldmax Nvda Option Income Strategy Etf Derivative Income (NVDY)	0.4	$314k	-3%	22k	14.61	View chart
Direxion Daily Nyse Fang Bull 2x Etf Long Leveraged (FNGG)	0.4	$309k		1.5k	206.28	View chart
Mcdonalds Corp Large US Val Eq (MCD)	0.4	$309k	-3%	1.0k	305.63	View chart
Eaton Vance Municipal Income Trust Long Muni Bond (EVN)	0.3	$304k	+4%	28k	10.76	View chart
Dominion Energy Mid Cap US Val Eq (D)	0.3	$300k	-32%	5.1k	58.59	View chart
Corning Mid Cap US Gro Eq (GLW)	0.3	$283k	-57%	3.2k	87.56	View chart
Boeing Company Large US Bl Eq (BA)	0.3	$280k	-72%	1.3k	217.12	View chart
Servicenow Large US Gro Eq (NOW)	0.3	$269k	+366%	1.8k	153.19	View chart
Vanguard S&p 500 Index Etf Large US Bl Eq (VOO)	0.3	$250k		398.00	627.13	View chart
Strategy Nasdaq 7 Handl Index Etf US Bal / Asset Alloc (HNDL)	0.3	$222k		10k	22.02	View chart
Exxon Mobil Corp Large US Val Eq (XOM)	0.2	$217k		1.8k	120.34	View chart
Yieldmax Amzn Option Income Strategy Etf Derivative Income (AMZY)	0.2	$216k	-5%	16k	13.28	View chart
Proshares Ultra S&p 500 2x Etf Long Leveraged (SSO)	0.2	$200k	NEW	3.5k	57.92	View chart

Past Filings by Meadowbrook Wealth Management

SEC 13F filings are viewable for Meadowbrook Wealth Management going back to 2025

Meadowbrook Wealth Management 2025 Q4 filed Jan. 12, 2026
Meadowbrook Wealth Management 2025 Q3 filed Oct. 9, 2025

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