Meadowbrook Wealth Management, LLC - Portfolio overview

Meadowbrook Wealth Management, LLC has 85 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AMZN - AMAZON.COM INC, 9.02%
2. SHOP - SHOPIFY INC CL A, 7.65%
3. ABBV - ABBVIE INC, 5.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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