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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, AAPL, NBIS, ABBV, and represent 34.34% of Meadowbrook Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CRWD, META, MO, SPCX, MRK, C, NBIS, PM, SKHY, AMD.
Started 10 new stock positions in MO, DG, SKHY, SPCX, MRK, JNJ, AMD, PANW, C, PM.
Reduced shares in these 10 stocks: APP, LLY, , ETN, SBUX, MRVL, GFS, GE, SPG, KMB.
Sold out of its positions in ARKK, ALL, AMKR, BA, COF, D, IEF, IEI, KMB, MRVL. MCD, Navitas Semiconductor Corp, NEE, SBUX, TSLA, NVDY, SMH, ETN, GFS.
Meadowbrook Wealth Management was a net buyer of stock by $3.4M.
Meadowbrook Wealth Management has $95M in assets under management (AUM), dropping by 2.76%.
Central Index Key (CIK): 0002090468

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Portfolio Holdings for Meadowbrook Wealth Management

Meadowbrook Wealth Management holds 72 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon.com Large US Bl Eq (AMZN)	9.7	$9.3M		37k	249.15	View chart
Shopify Inc Cl A Large For Eq (SHOP)	8.3	$7.9M	-2%	53k	148.30	View chart
Apple Large US Bl Eq (AAPL)	6.2	$5.9M	-3%	18k	333.02	View chart
Nebius Group N V Cl A Mid-Cap Foreign Equity (NBIS)	6.0	$5.8M	+14%	24k	235.88	View chart
Abbvie Large US Val Eq (ABBV)	4.2	$4.0M	+16%	15k	261.59	View chart
Meta Platforms Inc Cl A Large US Val Eq (META)	3.5	$3.4M	+196%	4.7k	725.18	View chart
Microsoft Corp Large US Bl Eq (MSFT)	3.4	$3.2M	+4%	6.3k	512.90	View chart
Crowdstrike Holdings Inc Cl A Large US Gro Eq (CRWD)	3.4	$3.2M	+378%	12k	264.75	View chart
Eli Lilly & Co Large US Gro Eq (LLY)	2.9	$2.8M	-26%	2.4k	1157.08	View chart
Nvidia Corp Large US Gro Eq (NVDA)	2.5	$2.4M	+11%	11k	228.38	View chart
Visa Inc Cl A Large US Bl Eq (V)	2.5	$2.4M		6.7k	359.33	View chart
Robinhood Markets Inc Cl A Mid Cap US Gro Eq (HOOD)	2.3	$2.2M	+17%	20k	112.50	View chart
Jpmorgan Chase & Co Large US Val Eq (JPM)	2.3	$2.2M	+3%	6.6k	330.83	View chart
Alphabet Inc Cl A Large US Bl Eq (GOOGL)	2.2	$2.1M	-11%	6.1k	344.08	View chart
Goldman Sachs Group Large US Val Eq (GS)	1.9	$1.8M	-10%	2.0k	900.36	View chart
Broadcom Large US Gro Eq (AVGO)	1.8	$1.7M		4.9k	351.19	View chart
Altria Group Large US Val Eq (MO)	1.8	$1.7M	NEW	26k	67.34	View chart
Palantir Technologies Inc Cl A Large US Gro Eq (PLTR)	1.7	$1.6M	-14%	8.6k	187.05	View chart
Pimco Dynamic Income Fund Strategic Income (PDI)	1.6	$1.5M	-2%	108k	14.03	View chart
Ge Aerospace Large US Bl Eq (GE)	1.6	$1.5M	-23%	4.8k	312.29	View chart
Goldman Sachs S&p 500 Premium Income Etf Derivative Income (GPIX)	1.4	$1.3M	+5%	24k	55.83	View chart
Space Exploration Technologies Corp Cl A Large US Gro Eq (SPCX)	1.4	$1.3M	NEW	8.8k	150.86	View chart
Goldman Sachs Nasdaq 100 Premium Income Etf Derivative Income (GPIQ)	1.3	$1.3M		22k	57.41	View chart
Simon Property Group Mid Cap US Bl Eq (SPG)	1.1	$1.0M	-26%	5.2k	200.76	View chart
Coreweave Inc Cl A Mid Cap US Bl Eq (CRWV)	1.0	$956k	-17%	11k	87.12	View chart
Abbott Laboratories Large US Val Eq (ABT)	0.9	$890k		9.0k	98.83	View chart
Merck & Company Large US Bl Eq (MRK)	0.9	$878k	NEW	6.4k	137.14	View chart
Servicenow Large US Gro Eq (NOW)	0.9	$832k	+87%	6.2k	134.01	View chart
State Street Spdr S&p 500 Etf Large US Bl Eq (SPY)	0.9	$829k	+16%	1.1k	762.63	View chart
Micron Technology Large US Bl Eq (MU)	0.8	$778k	+58%	730.00	1065.11	View chart
State Street Energy Select Sector Spdr Etf Large US Gro Eq (XLE)	0.8	$753k	+30%	12k	61.50	View chart
Tjx Cos Large US Val Eq (TJX)	0.8	$745k	-6%	5.6k	132.31	View chart
Reddit Inc Cl A Mid Cap US Gro Eq (RDDT)	0.8	$730k	-16%	5.1k	142.44	View chart
Applovin Corp Cl A Large US Gro Eq (APP)	0.8	$724k	-68%	2.5k	290.43	View chart
Citigroup Large US Val Eq (C)	0.8	$722k	NEW	5.6k	129.48	View chart
Alerian Mlp Etf LP - Oil and Gas (AMLP)	0.8	$718k	+7%	14k	51.87	View chart
Rlj Lodging Tr Cuml Conv Pfd Ser A Preferred Stock (RLJ.PA)	0.7	$668k	+18%	28k	24.04	View chart
Philip Morris Intl Large US Val Eq (PM)	0.7	$666k	NEW	3.5k	190.82	View chart
Mastercard Inc Cl A Large US Bl Eq (MA)	0.7	$637k	-6%	1.2k	551.47	View chart
Sk Hynix Inc Spons Ads Large For Eq (SKHY)	0.6	$615k	NEW	3.3k	184.15	View chart
Advanced Micro Devices Large US Gro Eq (AMD)	0.6	$595k	NEW	972.00	611.76	View chart
Caterpillar Large US Bl Eq (CAT)	0.6	$584k	-13%	720.00	810.79	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Derivative Income (JEPQ)	0.5	$498k	+39%	8.1k	61.26	View chart
Booking Holdings Large US Bl Eq (BKNG)	0.5	$489k		3.0k	162.91	View chart
Energy Transfer Ltd Partnership Mid Cap US Val Eq (ET)	0.5	$465k		24k	19.77	View chart
Eaton Vance Municipal Income Trust Long Muni Bond (EVN)	0.5	$462k	+11%	50k	9.24	View chart
Duke Energy Corp Mid Cap US Val Eq (DUK)	0.5	$446k	-11%	3.9k	114.01	View chart
Pimco Dynamic Income Opportunities Fund Int Long HY Bond (PDO)	0.5	$439k	-14%	37k	11.86	View chart
Palo Alto Networks Large US Gro Eq (PANW)	0.5	$437k	NEW	1.1k	397.31	View chart
Invesco S&p 500 Momentum Etf Large US Bl Eq (SPMO)	0.4	$429k	-2%	2.8k	151.60	View chart
Direxion Daily Nyse Fang Bull 2x Etf Sh Term Trading (FNGG)	0.4	$414k		1.5k	275.88	View chart
Global X Nasdaq 100 Covered Call Etf Derivative Income (QYLD)	0.4	$403k		22k	18.55	View chart
Uber Technologies Large US Val Eq (UBER)	0.4	$399k	-24%	5.8k	68.51	View chart
Cummins Mid Cap US Bl Eq (CMI)	0.4	$375k	-5%	725.00	516.57	View chart
Johnson & Johnson Large US Val Eq (JNJ)	0.4	$367k	NEW	1.4k	264.74	View chart
Costco Wholesale Corp Large US Bl Eq (COST)	0.4	$361k	+39%	397.00	910.34	View chart
Realty Income Corp Mid Cap US Bl Eq (O)	0.4	$359k		6.6k	54.30	View chart
Capital Group Fixed Income U S Multi Sector Income Etf Strategic Income (CGMS)	0.4	$358k	+5%	14k	26.23	View chart
Ishares Expanded Tech Software Sector Etf Sector (IGV)	0.4	$355k	-18%	3.3k	106.48	View chart
Consolidated Edison Mid Cap US Val Eq (ED)	0.4	$346k		3.4k	102.21	View chart
Cracker Barrel Old Country Store Small US Val Eq (CBRL)	0.4	$343k	-32%	6.5k	52.62	View chart
Restaurant Brands Intl Large For Eq (QSR)	0.3	$330k		4.6k	71.08	View chart
Exxonmobil Holdings Corp Large US Val Eq	0.3	$294k		1.8k	162.75	View chart
Dollar Genl Corp Mid Cap US Val Eq (DG)	0.3	$288k	NEW	2.4k	119.58	View chart
Walmart Large US Bl Eq (WMT)	0.3	$287k	+2%	2.8k	103.92	View chart
Pimco Dynamic Income Strategy Tactical (PDX)	0.3	$268k	+12%	13k	20.30	View chart
Schwab Short-term U.s. Treasury Etf Short Term Treas ETF (SCHO)	0.3	$263k	-20%	11k	23.86	View chart
Strategy Nasdaq 7 Handl Index Etf US Bal / Asset Alloc (HNDL)	0.2	$218k		10k	21.55	View chart
Ft Vest International Equity Moderate Buffer Etf June Int Equity	0.2	$215k		8.0k	26.86	View chart
Cvs Health Corp Large US Val Eq (CVS)	0.2	$214k	-9%	2.5k	85.69	View chart
United Rentals Mid Cap US Bl Eq (URI)	0.2	$207k		207.00	1000.78	View chart
Applied Digital Corp Small US Gro Eq (APLD)	0.2	$201k	-16%	8.3k	24.37	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 Q3 filed Oct. 8, 2026
Meadowbrook Wealth Management 2026 Q2 filed July 6, 2026
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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