Institutional Fund
Meadowbrook Wealth Management, LLC
Garden City, NYCIK 20904683 filings on record
Portfolio Value
$75.47M
Q1 2026
Holdings
65
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-13.9%
from $87.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc10.2%
- Shopify Inc8.7%
- Abbvie Inc6.0%
- Applovin Corp4.2%
- Nvidia Corporation4.0%
- Microsoft Corp3.4%
- Other63.5%
Portfolio Holdings
65 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 37.0K | $7.70M | 10.2% | −3.7K | Reduced |
| 2 | Shopify Inc | 55.0K | $6.53M | 8.7% | −2.8K | Reduced |
| 3 | Abbvie Inc | 20.8K | $4.52M | 6.0% | −835 | Reduced |
| 4 | Applovin Corp | 8.0K | $3.18M | 4.2% | −902 | Reduced |
| 5 | Nvidia Corporation | 17.3K | $3.01M | 4.0% | −5.6K | Reduced |
| 6 | Microsoft Corp | 7.0K | $2.60M | 3.4% | +1.1K | Added |
| 7 | Ge Aerospace | 8.9K | $2.52M | 3.3% | −2.5K | Reduced |
| 8 | Apple Inc | 9.4K | $2.39M | 3.2% | +4.8K | Added |
| 9 | Visa Inc | 6.7K | $2.04M | 2.7% | 0 | Held |
| 10 | Nebius Group N.V. | 18.5K | $1.92M | 2.5% | +1.0K | Added |
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