Brookwood Investment Group LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 809,911
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
25.58 K
(3.2% of total reported value)
· QoQ Δ:
+22.68 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 399.5 K | 51.6% | 0 | 272.1 K | -272.1 K |
| ETFs | 361.2 K | 46.6% | 218.1 K | 0 | 218.1 K |
| Debt | 13.61 K | 1.8% | 7.844 K | 0 | 7.844 K |
| Other | 0 | 0.0% | 0 | 1.644 K | -1.644 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
809,911
Holdings
521
QoQ value change ($000)
-23,271
(-2.8%)
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.