Meadowbrook Wealth Management, LLC

CIK 0002090468 · GARDEN CITY, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-06 · Open the SEC source

Meadowbrook Wealth Management, LLC reported 81 positions worth $92.9M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: AMZN (9.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$92.9M
2026 Q2
Positions
81
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.2%
Est. Net Flow (Q)
2026 Q2
10 / 81 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMZNAMAZON.COM INCSH$8.9M9.61%37,435
2SHOPSHOPIFY INC CL ASH$6.2M6.71%54,614
3NBISNEBIUS GROUP N V CL ASH$5.9M6.36%21,390
4AAPLAPPLE INCSH$5.3M5.70%18,289
5APPAPPLOVIN CORP CL ASH$4.1M4.44%7,997
6LLYELI LILLY & COSH$3.9M4.22%3,268
7ABBVABBVIE INCSH$3.3M3.54%13,054
8GOOGLALPHABET INC CL ASH$2.5M2.66%6,905
9GEGE AEROSPACESH$2.3M2.52%6,250
10VVISA INC CL ASH$2.3M2.46%6,657

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Meadowbrook Wealth Management, LLC hold as of Q2 2026?

Meadowbrook Wealth Management, LLC reported 81 positions worth $92.9M in its Q2 2026 13F filing. Largest positions: AMZN (9.6%), SHOP (6.7%), NBIS (6.4%), AAPL (5.7%) and APP (4.4%).

What did Meadowbrook Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Meadowbrook Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.