Meadowbrook Wealth Management, LLC
Meadowbrook Wealth Management, LLC reported 81 holdings worth US$92.9M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 6, 2026
Meadowbrook Wealth Management, LLC reported 81 holdings worth US$92.9M as of Jun 30, 2026. Largest: Amazon.com, Inc., Shopify Inc. and Apple Inc. Filed Jul 6, 2026 (Form 13F).
- Holdings
- 81
- Value as reported
- US$92.9M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 37,435 | US$8.92M | 9.6% |
| Shopify Inc. | 54,614 | US$6.24M | 6.7% |
| Apple Inc | 18,289 | US$5.29M | 5.7% |
| Applovin Corporation | 7,997 | US$4.12M | 4.4% |
| Eli Lilly And Company | 3,268 | US$3.92M | 4.2% |
| Abbvie Inc. | 13,054 | US$3.28M | 3.5% |
| Alphabet Inc (google) Class C | 6,905 | US$2.47M | 2.7% |
| Ge Aerospace | 6,250 | US$2.34M | 2.5% |
| Visa Inc. | 6,657 | US$2.28M | 2.5% |
| Microsoft Corp. | 6,091 | US$2.27M | 2.4% |
| Goldman Sachs Group, Inc. (the) | 2,232 | US$2.26M | 2.4% |
| Jp Morgan Chase & Co. | 6,423 | US$2.1M | 2.3% |
| Crowdstrike Holdings, Inc. | 2,549 | US$1.95M | 2.1% |
| Nvidia Corporation | 9,539 | US$1.88M | 2.0% |
| Robinhood Markets, Inc. | 16,882 | US$1.83M | 2.0% |
| Broadcom Inc. | 4,940 | US$1.82M | 2.0% |
| Simon Property Group, Inc. | 7,105 | US$1.58M | 1.7% |
| Palantir Technologies Inc. | 10,099 | US$1.27M | 1.4% |
| Reddit, Inc. | 6,111 | US$1.21M | 1.3% |
| Coreweave, Inc. | 13,282 | US$1.14M | 1.2% |
| Meta Platforms, Inc. | 1,570 | US$962K | 1.0% |
| Tjx Companies, Inc. (the) | 6,028 | US$912K | 0.98% |
| Capital One Financial Corporation | 4,107 | US$841K | 0.91% |
| Caterpillar, Inc. | 835 | US$828K | 0.89% |
| Abbott Laboratories | 8,900 | US$820K | 0.88% |
| Mastercard Incorporated | 1,230 | US$643K | 0.69% |
| Starbucks Corporation | 5,675 | US$587K | 0.63% |
| Rlj Lodging Trust | 48,336 | US$578K | 0.62% |
| Uber Technologies, Inc. | 7,734 | US$562K | 0.61% |
| Duke Energy Corporation (holding Company) | 4,436 | US$558K | 0.60% |
| Marvell Technology, Inc. | 2,015 | US$548K | 0.59% |
| Booking Holdings Inc. Common Stock | 3,000 | US$548K | 0.59% |
| Cracker Barrel Old Country Store, Inc. | 9,621 | US$530K | 0.57% |
| Cummins Inc. | 765 | US$522K | 0.56% |
| Globalfoundries Inc. | 6,320 | US$488K | 0.53% |
| Micron Technology, Inc. | 462 | US$477K | 0.51% |
| Energy Transfer Lp | 23,500 | US$448K | 0.48% |
| Realty Income Corporation | 6,603 | US$408K | 0.44% |
| Consolidated Edison, Inc. | 3,387 | US$376K | 0.40% |
| Applied Digital Corporation | 9,918 | US$352K | 0.38% |
| Servicenow, Inc. | 3,310 | US$350K | 0.38% |
| Restaurant Brands International Inc. | 4,640 | US$332K | 0.36% |
| Kimberly-clark Corporation | 2,800 | US$312K | 0.34% |
| Walmart Inc. | 2,704 | US$294K | 0.32% |
| Cvs Health Corporation | 2,775 | US$291K | 0.31% |
| Mcdonald's Corporation | 981 | US$264K | 0.28% |
| Costco Wholesale Corporation | 285 | US$264K | 0.28% |
| Boeing Company (the) | 1,170 | US$256K | 0.28% |
| Exxon Mobil Corporation | 1,805 | US$246K | 0.26% |
| Dominion Energy, Inc. | 3,600 | US$244K | 0.26% |
| United Rentals, Inc. | 207 | US$230K | 0.25% |
| Allstate Corporation (the) | 900 | US$219K | 0.24% |
| Amkor Technology, Inc. | 2,695 | US$216K | 0.23% |
| Tesla, Inc. | 485 | US$206K | 0.22% |
| Nextera Energy, Inc. | 2,365 | US$204K | 0.22% |
| Ge Vernova Inc. | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Five Below, Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| T-mobile Us, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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