13F Filings History of Brookwood Investment Group LLC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$830,278,631
Signature - Title
Rich Mowrer - Director of Investment Mgmt.
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Brookwood Investment Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brookwood Investment Group LLC reported 497 stock holdings with total value $830,278,631 as of Q4 2025. Top holdings included NVDA, VTI, VUG, AAPL, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 497 $830,278,631 +$175,659,991 -$123,767,227 +$51,892,764 NVDA, VTI, VUG, AAPL, AVGO 13F-HR 22 Jan 2026, 14:13
Q3 2025 477 $774,629,472 +$210,554,205 -$106,898,211 +$103,655,994 NVDA, VTI, VUG, AAPL, AMZN 13F-HR 21 Oct 2025, 12:06
Q2 2025 448 $620,361,721 +$109,811,655 -$137,076,712 -$27,265,057 NVDA, VTI, VUG, AAPL, AMZN 13F-HR 01 Aug 2025, 09:34
Q1 2025 421 $582,044,516 $0 $0 $0 VTI, NVDA, AAPL, VUG, SPMO 13F-HR 06 May 2025, 16:18