Brookwood Investment Group LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 887,620
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 538 | 887,620 | 13F-HR | Brookwood Investment Group LLC |
| Q1 2026 | 5/4/2026 | 521 | 809,911 | 13F-HR | Brookwood Investment Group LLC |
| Q4 2025 | 1/22/2026 | 508 | 833,182 | 13F-HR | Brookwood Investment Group LLC |
| Q3 2025 | 10/21/2025 | 479 | 774,640 | 13F-HR | Brookwood Investment Group LLC |
| Q2 2025 | 8/1/2025 | 451 | 620,404 | 13F-HR | Brookwood Investment Group LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
25.87 K
(2.9% of total reported value)
· QoQ Δ:
+282
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 423.5 K | 49.4% | 23.99 K | 0 | 23.99 K |
| ETFs | 431.4 K | 50.4% | 70.25 K | 0 | 70.25 K |
| Debt | 1.651 K | 0.2% | 0 | 11.96 K | -11.96 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
887,620
Holdings
538
QoQ value change ($000)
77,709
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.