Meadowbrook Wealth Management, LLC Top Holdings and 13F Report (2026) About Meadowbrook Wealth Management, LLCInvestment ActivityMeadowbrook Wealth Management, LLC has $95.43 million in total holdings as of September 30, 2026.Meadowbrook Wealth Management, LLC owns shares of 72 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 16.78% of the portfolio was purchased this quarter.About 13.17% of the portfolio was sold this quarter.This quarter, Meadowbrook Wealth Management, LLC has purchased 81 new stocks and bought additional shares in 24 stocks.Meadowbrook Wealth Management, LLC sold shares of 27 stocks and completely divested from 19 stocks this quarter.Largest Holdings Amazon.com $9,259,161SHOPIFY INC CL A $7,875,323Apple $5,906,443Yandex $5,752,877AbbVie $3,971,983 Largest New Holdings this Quarter 02209S103 - Altria Group $1,722,759 Holding84615Q103 - SPACE EXPLORATION TECHNOLOGIES CORP CL A $1,327,870 Holding58933Y105 - Merck & Co., Inc. $877,963 Holding172967424 - Citigroup $722,239 Holding718172109 - Philip Morris International $665,962 Holding Largest Purchases this Quarter CrowdStrike 9,657 shares (about $2.56M)Meta Platforms 3,082 shares (about $2.24M)Altria Group 25,583 shares (about $1.72M)SPACE EXPLORATION TECHNOLOGIES CORP CL A 8,802 shares (about $1.33M)Merck & Co., Inc. 6,402 shares (about $877.96K) Largest Sales this Quarter APPLOVIN CORP CL A 5,505 shares (about $1.60M)Eli Lilly and Company 861 shares (about $996.25K)GE Aerospace 1,455 shares (about $454.38K)Simon Property Group 1,875 shares (about $376.43K)PALANTIR TECHNOLOGIES INC CL A 1,503 shares (about $281.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeadowbrook Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$9,259,161$67,769 ▼-0.7%37,1639.7%Consumer DiscretionarySHOPIFY INC CL A$7,875,323$223,933 ▼-2.8%53,1048.3%Large For EqAAPLApple$5,906,443$184,160 ▼-3.0%17,7366.2%TechnologyYNDXYandex$5,752,877$707,404 ▲14.0%24,3896.0%TechnologyABBVAbbVie$3,971,983$557,187 ▲16.3%15,1844.2%HealthcareMETAMeta Platforms$3,373,537$2,235,005 ▲196.3%4,6523.5%Communication ServicesMSFTMicrosoft$3,249,734$125,660 ▲4.0%6,3363.4%TechnologyCRWDCrowdStrike$3,231,539$2,556,691 ▲378.9%12,2063.4%TechnologyLLYEli Lilly and Company$2,785,092$996,246 ▼-26.3%2,4072.9%HealthcareNVDANVIDIA$2,425,167$246,650 ▲11.3%10,6192.5%TechnologyVVisa$2,401,043$8,983 ▲0.4%6,6822.5%FinanceHOODRobinhood Markets$2,222,775$323,550 ▲17.0%19,7582.3%FinanceJPMJPMorgan Chase & Co.$2,189,433$64,512 ▲3.0%6,6182.3%FinanceGOOGLAlphabet$2,098,900$276,986 ▼-11.7%6,1002.2%Communication ServicesGSThe Goldman Sachs Group$1,795,318$214,286 ▼-10.7%1,9941.9%FinanceAVGOBroadcom$1,734,8790.0%4,9401.8%TechnologyMOAltria Group$1,722,759$1,722,759 ▲New Holding25,5831.8%Consumer StaplesPALANTIR TECHNOLOGIES INC CL A$1,607,882$281,136 ▼-14.9%8,5961.7%Large US Gro EqPDIPIMCO Dynamic Income Fund$1,511,876$39,424 ▼-2.5%107,7601.6%FinanceGEGE Aerospace$1,497,431$454,382 ▼-23.3%4,7951.6%IndustrialsGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF$1,340,201$65,154 ▲5.1%24,0051.4%Derivative IncomeSPACE EXPLORATION TECHNOLOGIES CORP CL A$1,327,870$1,327,870 ▲New Holding8,8021.4%Large US Gro EqGOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF$1,250,791$21,414 ▲1.7%21,7871.3%Derivative IncomeSPGSimon Property Group$1,049,975$376,425 ▼-26.4%5,2301.1%Real EstateCOREWEAVE INC CL A$956,229$200,899 ▼-17.4%10,9761.0%Mid Cap US Bl EqABTAbbott Laboratories$889,470$9,883 ▲1.1%9,0000.9%HealthcareMRKMerck & Co., Inc.$877,963$877,963 ▲New Holding6,4020.9%HealthcareNOWServiceNow$831,532$387,959 ▲87.5%6,2050.9%TechnologySPYSPDR S&P 500 ETF Trust$828,979$114,395 ▲16.0%1,0870.9%ETFMUMicron Technology$777,530$285,449 ▲58.0%7300.8%TechnologyXLEEnergy Select Sector SPDR Fund$752,822$175,644 ▲30.4%12,2410.8%ETFTJXTJX Companies$744,641$52,924 ▼-6.6%5,6280.8%Consumer DiscretionaryREDDIT INC CL A$729,578$140,873 ▼-16.2%5,1220.8%Mid Cap US Gro EqAPPLOVIN CORP CL A$723,752$1,598,818 ▼-68.8%2,4920.8%Large US Gro EqCCitigroup$722,239$722,239 ▲New Holding5,5780.8%FinanceAMLPAlerian MLP ETF$717,518$49,277 ▲7.4%13,8330.8%ETFRLJ.PARLJ Lodging Trust$667,831$106,257 ▲18.9%27,7800.7%Real EstatePMPhilip Morris International$665,962$665,962 ▲New Holding3,4900.7%Consumer StaplesMAMastercard$636,948$41,360 ▼-6.1%1,1550.7%FinanceSK HYNIX INC SPONS ADS$615,245$615,245 ▲New Holding3,3410.6%Large For EqAMDAdvanced Micro Devices$594,631$594,631 ▲New Holding9720.6%TechnologyCATCaterpillar$583,769$93,241 ▼-13.8%7200.6%IndustrialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$498,289$142,123 ▲39.9%8,1340.5%ETFBKNGBooking$488,7300.0%3,0000.5%Consumer DiscretionaryENERGY TRANSFER LTD PARTNERSHIP$464,5950.0%23,5000.5%Mid Cap US Val EqEVNEaton Vance Municipal Income Trust$461,509$47,503 ▲11.5%49,9470.5%FinanceDUKDuke Energy$445,893$59,855 ▼-11.8%3,9110.5%UtilitiesPDOPimco Dynamic Income Opportunities Fund$439,057$74,125 ▼-14.4%37,0200.5%EnergyPANWPalo Alto Networks$437,438$437,438 ▲New Holding1,1010.5%TechnologySPMOInvesco S&P 500 Momentum ETF$428,562$9,096 ▼-2.1%2,8270.4%ETFFNGGDirexion Daily NYSE FANG+ Bull 2X ETF$413,8270.0%1,5000.4%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$402,535$7,420 ▼-1.8%21,7000.4%ETFUBERUber Technologies$398,591$131,265 ▼-24.8%5,8180.4%IndustrialsCMICummins$374,513$20,663 ▼-5.2%7250.4%IndustrialsJNJJohnson & Johnson$367,194$367,194 ▲New Holding1,3870.4%HealthcareCOSTCostco Wholesale$361,405$101,958 ▲39.3%3970.4%Consumer StaplesORealty Income$358,5430.0%6,6030.4%Real EstateCGMSCapital Group U.S. Multi-Sector Income ETF$358,040$19,673 ▲5.8%13,6500.4%ETFIGViShares Expanded Tech-Software Sector ETF$354,578$82,522 ▼-18.9%3,3300.4%ETFEDConsolidated Edison$346,1850.0%3,3870.4%UtilitiesCBRLCracker Barrel Old Country Store$343,346$162,912 ▼-32.2%6,5250.4%Consumer DiscretionaryQSRRestaurant Brands International$329,8110.0%4,6400.3%Consumer DiscretionaryXOMExxonMobil$293,7640.0%1,8050.3%EnergyDGDollar General$287,590$287,590 ▲New Holding2,4050.3%Consumer StaplesWALMART INC$287,235$6,235 ▲2.2%2,7640.3%Large US Bl EqPIMCO DYNAMIC INCOME STRATEGY$267,960$30,450 ▲12.8%13,2000.3%TacticalSCHOSchwab Short-Term U.S. Treasury ETF$262,651$69,194 ▼-20.9%11,0080.3%ETFHNDLStrategy Shares Nasdaq 7HANDL Index ETF$217,6550.0%10,1000.2%ETFFT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF JUNE$215,1490.0%8,0100.2%Int EquityCVSCVS Health$214,225$23,565 ▼-9.9%2,5000.2%HealthcareURIUnited Rentals$207,1610.0%2070.2%IndustrialsAPLDApplied Digital$201,247$40,454 ▼-16.7%8,2580.2%TechnologyCOFCapital One Financial$0$841,196 ▼-100.0%00.0%FinanceETNEaton$0$752,466 ▼-100.0%00.0%IndustrialsSBUXStarbucks$0$586,738 ▼-100.0%00.0%Consumer DiscretionaryMRVLMarvell Technology$0$548,181 ▼-100.0%00.0%TechnologyGFSGlobalFoundries$0$488,094 ▼-100.0%00.0%TechnologyKIMBERLY CLARK CORP$0$312,032 ▼-100.0%00.0%Mid Cap US Val EqSMHVanEck Semiconductor ETF$0$293,478 ▼-100.0%00.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$0$279,542 ▼-100.0%00.0%ETFNAVITAS SEMICONDUCTOR CORP$0$275,225 ▼-100.0%00.0%Small US Val EqMCDMcDonald's$0$264,311 ▼-100.0%00.0%Consumer DiscretionaryBABoeing$0$255,739 ▼-100.0%00.0%IndustrialsDDominion Energy$0$244,044 ▼-100.0%00.0%UtilitiesARK INNOVATION ETF$0$234,500 ▼-100.0%00.0%SectorNVDYYieldMax NVDA Option Income Strategy ETF$0$226,368 ▼-100.0%00.0%ETFALLAllstate$0$218,808 ▼-100.0%00.0%FinanceAMKRAmkor Technology$0$215,573 ▼-100.0%00.0%TechnologyTSLATesla$0$206,271 ▼-100.0%00.0%Consumer DiscretionaryNEENextEra Energy$0$204,265 ▼-100.0%00.0%UtilitiesIEFiShares 7-10 Year Treasury Bond ETF$0$200,005 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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