You're signed outSign in or to get full access.
Brookwood Investment Group LLC
Brookwood Investment Group LLC is a registered investment advisor (RIA) headquartered in Phoenix, Arizona. Founded as an LLC in 2021, it employs 24 people (as of 2025), focusing entirely on investment advisory services. The firm offers a platform and supportive ecosystem tailored for entrepreneurial financial advisors, emphasizing relationships, collaboration, and advisor autonomy. Brookwood serves clients nationwide, especially individuals (including high net worth), and aims to redefine the financial advisor experience through technology, compliance, and community-building.
Investment Strategy
Brookwood Investment Group's investment strategy centers on empowering financial advisors to deliver individualized, relationship-driven wealth management. They provide advisors with top-tier technology, compliance support, and a collaborative environment, allowing for tailored investment solutions unique to each client. The firm stresses advisor independence, open communication, and collective knowledge, supporting advisors as they pursue innovative strategies and long-term growth for their clients. Their approach is client-focused and flexible, aiming to adapt to rapidly changing financial markets and regulatory landscapes.
Latest 13F Filing Activity
Brookwood Investment Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 451 equity positions and 2 options positions with a total 13F market value of $775M. The fund increased holdings in PIMCO Etf TR, TCW Etf Trust, Apple Inc. among other positions. Brookwood Investment Group LLC reduced exposure to First TR Exchange-traded FD, Invesco Exch Traded FD TR II, RBB FD Inc. among others.
Top Holdings
Equity Positions (451)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.89% | $45.6M | 244,656 | $108.38 | $186.58 | +$3.2M |
V VTI | VANGUARD INDEX FDS | 5.85% | $45.3M | 138,091 | $278.55 | $328.17 | +$6.0M |
V VUG | VANGUARD INDEX FDS | 4.01% | $31.1M | 64,767 | $379.10 | $479.61 | +$4.3M |
A AAPL | APPLE INC | 3.63% | $28.1M | 110,416 | $223.36 | $254.63 | +$6.3M |
A AMZN | AMAZON COM INC | 2.45% | $19.0M | 86,510 | $191.75 | $219.57 | +$353.2K |
Options Positions (2)
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more