Meadowbrook Wealth Management, LLC
All 13F Filings
- Location
- Garden City, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 95,426
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 72 | 95,426 | 13F-HR | Meadowbrook Wealth Management, LLC |
| Q2 2026 | 7/6/2026 | 81 | 92,859 | 13F-HR | Meadowbrook Wealth Management, LLC |
| Q1 2026 | 4/14/2026 | 65 | 75,472 | 13F-HR | Meadowbrook Wealth Management, LLC |
| Q4 2025 | 1/12/2026 | 66 | 87,627 | 13F-HR | Meadowbrook Wealth Management, LLC |
| Q3 2025 | 10/9/2025 | 84 | 96,197 | 13F-HR | Meadowbrook Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.49 K | 90.6% | 3.358 K | 0 | 3.358 K |
| ETFs | 8.044 K | 8.4% | 0 | 611 | -611 |
| Debt | 901 | 0.9% | 0 | 175 | -175 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
95,426
Holdings
72
QoQ value change ($000)
2,567
(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.