Brookwood Investment Group LLC - Portfolio overview

Brookwood Investment Group LLC has 607 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. VTI - VANGUARD INDEX FDS, 5.71%
  2. NVDA - NVIDIA CORPORATION, 4.50%
  3. VUG - VANGUARD INDEX FDS, 3.56%

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

Explore securities or join Upside Invest to compare portfolios.