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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, ABBV, APP, NVDA, and represent 33.05% of Meadowbrook Wealth Management's stock portfolio.
Added to shares of these 10 stocks: COST, GEV, AAPL, GLW, NFLX, MU, RDDT, ARM, BA, MSFT.
Started 12 new stock positions in ARM, SCHO, IEF, NEE, APLD, MU, COST, VBIL, GEV, IEI. NFLX, Ft Vest International Equity Moderate Buffer Etf June.
Reduced shares in these 10 stocks: LLY, VKTX, NVDU, NVDA, AMZN, C, GE, , RLJ.PA, HOOD.
Sold out of its positions in C, FNGG, NVDU, EVN, ET, GILD, PDO, PDI, SSO, RLJ.PA. AMZY, VOO, VKTX.
Meadowbrook Wealth Management was a net seller of stock by $-2.2M.
Meadowbrook Wealth Management has $76M in assets under management (AUM), dropping by -13.87%.
Central Index Key (CIK): 0002090468

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Portfolio Holdings for Meadowbrook Wealth Management

Meadowbrook Wealth Management holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Large US Bl Eq (AMZN)	10.2	$7.7M	-9%	37k	208.27	View chart
Shopify Inc Cl A Large For Eq (SHOP)	8.7	$6.5M	-4%	55k	118.62	View chart
Abbvie Large US Val Eq (ABBV)	6.0	$4.5M	-3%	21k	217.49	View chart
Applovin Corp Cl A Large US Gro Eq (APP)	4.2	$3.2M	-10%	8.0k	398.00	View chart
Nvidia Corp Large US Gro Eq (NVDA)	4.0	$3.0M	-24%	17k	174.40	View chart
Microsoft Corp Large US Bl Eq (MSFT)	3.4	$2.6M	+18%	7.0k	370.17	View chart
Ge Aerospace Large US Gro Eq (GE)	3.3	$2.5M	-22%	8.9k	283.77	View chart
Apple Large US Bl Eq (AAPL)	3.2	$2.4M	+103%	9.4k	253.79	View chart
Visa Inc Cl A Large US Bl Eq (V)	2.7	$2.0M		6.7k	302.24	View chart
Nebius Group N V Cl A Large For Eq (NBIS)	2.5	$1.9M	+5%	19k	103.76	View chart
Jpmorgan Chase & Co Large US Val Eq (JPM)	2.5	$1.9M	-11%	6.5k	294.16	View chart
Alphabet Inc Cl A Large US Bl Eq (GOOGL)	2.5	$1.9M	+9%	6.6k	287.56	View chart
Costco Wholesale Corp Large US Bl Eq (COST)	2.1	$1.6M	NEW	1.6k	996.43	View chart
Broadcom Large US Gro Eq (AVGO)	2.1	$1.6M		5.1k	309.51	View chart
Eli Lilly & Co Large US Gro Eq (LLY)	1.9	$1.4M	-53%	1.6k	919.77	View chart
Ge Vernova Large US Gro Eq (GEV)	1.9	$1.4M	NEW	1.6k	872.90	View chart
Goldman Sachs Group Large US Val Eq (GS)	1.8	$1.3M	-6%	1.6k	845.99	View chart
Corning Large US Gro Eq (GLW)	1.7	$1.3M	+189%	9.4k	135.97	View chart
Goldman Sachs S&p 500 Premium Income Etf Derivative Income (GPIX)	1.6	$1.2M	+3%	24k	50.04	View chart
Meta Platforms Inc Cl A Large US Bl Eq (META)	1.5	$1.1M	+30%	2.0k	572.13	View chart
Goldman Sachs Nasdaq 100 Premium Income Etf Derivative Income (GPIQ)	1.4	$1.1M	+8%	21k	49.49	View chart
Robinhood Markets Inc Cl A Mid Cap US Gro Eq (HOOD)	1.4	$1.1M	-33%	15k	69.30	View chart
Coreweave Inc Cl A Mid Cap US Gro Eq (CRWV)	1.4	$1.0M	+3%	14k	77.47	View chart
Simon Property Group Mid Cap US Bl Eq (SPG)	1.3	$998k		5.4k	186.53	View chart
Crowdstrike Holdings Inc Cl A Large US Gro Eq (CRWD)	1.3	$985k	-15%	2.5k	390.41	View chart
Tjx Cos Large US Bl Eq (TJX)	1.3	$979k		6.1k	159.70	View chart
Abbott Laboratories Large US Val Eq (ABT)	1.2	$931k	-2%	9.1k	102.67	View chart
Five Below Small US Gro Eq (FIVE)	1.2	$929k		4.1k	228.48	View chart
Caterpillar Large US Bl Eq (CAT)	1.2	$928k	-2%	1.3k	708.46	View chart
Reddit Inc Cl A Mid Cap US Gro Eq (RDDT)	1.2	$926k	+96%	6.9k	134.65	View chart
State Street Energy Select Sector Spdr Etf Large US Val Eq (XLE)	1.0	$762k	+33%	12k	61.26	View chart
Netflix Large US Gro Eq (NFLX)	1.0	$726k	NEW	7.5k	96.15	View chart
Boeing Company Large US Gro Eq (BA)	0.9	$676k	+163%	3.4k	199.03	View chart
Uber Technologies Large US Bl Eq (UBER)	0.9	$648k	-6%	9.0k	71.93	View chart
Alerian Mlp Etf LP - Oil and Gas (AMLP)	0.8	$612k	+44%	12k	52.64	View chart
State Street Spdr S&p 500 Etf Large US Bl Eq (SPY)	0.8	$609k		937.00	650.34	View chart
Booking Holdings Large US Val Eq (BKNG)	0.8	$589k		140.00	4210.32	View chart
Mastercard Inc Cl A Large US Bl Eq (MA)	0.8	$580k		1.2k	499.66	View chart
Consolidated Edison Mid Cap US Val Eq (ED)	0.7	$553k	+4%	4.9k	113.18	View chart
T-mobile Us Large US Val Eq (TMUS)	0.7	$532k		2.5k	210.03	View chart
Micron Technology Large US Bl Eq (MU)	0.7	$499k	NEW	1.5k	337.84	View chart
Duke Energy Corp Large US Val Eq (DUK)	0.6	$451k	+24%	3.4k	130.94	View chart
Arm Holdings Large For Eq (ARM)	0.6	$426k	NEW	2.8k	151.28	View chart
Walmart Large US Bl Eq (WMT)	0.6	$426k	-8%	3.4k	124.28	View chart
Cummins Mid Cap US Gro Eq (CMI)	0.5	$412k		765.00	538.02	View chart
Realty Income Corp Mid Cap US Bl Eq (O)	0.5	$409k	-2%	6.7k	61.18	View chart
Vanguard 0-3 Month Treasury Bill Etf US Treasury (VBIL)	0.5	$401k	NEW	5.3k	75.65	View chart
Global X Nasdaq 100 Covered Call Etf Derivative Income (QYLD)	0.5	$379k		22k	17.15	View chart
Schwab Short-term U.s. Treasury Etf US Treasury (SCHO)	0.5	$364k	NEW	15k	24.27	View chart
Servicenow Large US Gro Eq (NOW)	0.5	$364k	+98%	3.5k	104.55	View chart
Restaurant Brands Intl Mid-Cap Foreign Equity (QSR)	0.5	$343k	-2%	4.6k	73.90	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Derivative Income (JEPQ)	0.4	$339k		6.1k	55.52	View chart
Invesco S&p 500 Momentum Etf Large US Bl Eq (SPMO)	0.4	$330k		2.9k	112.12	View chart
Cvs Health Corp Large US Val Eq (CVS)	0.4	$314k	-27%	4.4k	71.82	View chart
Exxon Mobil Corp Large US Val Eq (XOM)	0.4	$306k		1.8k	169.66	View chart
Mcdonalds Corp Large US Bl Eq (MCD)	0.4	$305k	-2%	981.00	310.79	View chart
Applied Digital Corp Small US Gro Eq (APLD)	0.4	$298k	NEW	13k	23.74	View chart
Dominion Energy Mid Cap US Val Eq (D)	0.4	$288k	-9%	4.7k	61.82	View chart
Ishares 3-7 Year Treasury Bond Etf US Treasury (IEI)	0.4	$283k	NEW	2.4k	118.60	View chart
Yieldmax Nvda Option Income Strategy Etf Derivative Income (NVDY)	0.3	$237k	-14%	18k	12.98	View chart
Strategy Nasdaq 7 Handl Index Etf US Bal / Asset Alloc (HNDL)	0.3	$221k		10k	21.84	View chart
Nextera Energy Large US Val Eq (NEE)	0.3	$220k	NEW	2.4k	92.88	View chart
Tesla Large US Gro Eq (TSLA)	0.3	$208k	-40%	560.00	371.75	View chart
Ft Vest International Equity Moderate Buffer Etf June 0	0.3	$206k	NEW	8.0k	25.75	View chart
Ishares 7-10 Year Treasury Bond Etf US Treasury (IEF)	0.3	$203k	NEW	2.1k	95.44	View chart

Past Filings by Meadowbrook Wealth Management

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

Meadowbrook Wealth Management 2026 Q1 filed April 14, 2026
Meadowbrook Wealth Management 2025 Q4 filed Jan. 12, 2026
Meadowbrook Wealth Management 2025 Q3 filed Oct. 9, 2025

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