Brookwood Investment Group LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$775M
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 477 stock holdings with total value $775M as of Q3 2025. Top holdings included NVDA, VTI, VUG, AAPL, and AMZN.

Notify me when Brookwood Investment Group LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 477 $775M +$211M -$107M +$104M NVDA, VTI, VUG, AAPL, AMZN 13F-HR 10/21/2025, 12:06 PM
Q2 2025 448 $620M +$110M -$137M -$27.3M NVDA, VTI, VUG, AAPL, AMZN 13F-HR 8/1/2025, 09:34 AM
Q1 2025 421 $582M $0 $0 VTI, NVDA, AAPL, VUG, SPMO 13F-HR 5/6/2025, 04:18 PM