Meadowbrook Wealth Management, LLC

Est. AUM

$75.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMAZON.COM INC	Large US Bl Eq	$7.7M	36960	10.20%	SOLE
2	SHOPIFY INC CL A	Large For Eq	$6.5M	55043	8.65%	SOLE
3	ABBVIE INC	Large US Val Eq	$4.5M	20804	6.00%	SOLE
4	APPLOVIN CORP CL A	Large US Gro Eq	$3.2M	8000	4.22%	SOLE
5	NVIDIA CORP	Large US Gro Eq	$3.0M	17264	3.99%	SOLE
6	MICROSOFT CORP	Large US Bl Eq	$2.6M	7022	3.44%	SOLE
7	GE AEROSPACE	Large US Gro Eq	$2.5M	8885	3.34%	SOLE
8	APPLE INC	Large US Bl Eq	$2.4M	9399	3.16%	SOLE
9	VISA INC CL A	Large US Bl Eq	$2.0M	6738	2.70%	SOLE
10	NEBIUS GROUP N V CL A	Large For Eq	$1.9M	18507	2.54%	SOLE
11	JPMORGAN CHASE & CO	Large US Val Eq	$1.9M	6483	2.53%	SOLE
12	ALPHABET INC CL A	Large US Bl Eq	$1.9M	6615	2.52%	SOLE
13	COSTCO WHOLESALE CORP	Large US Bl Eq	$1.6M	1590	2.10%	SOLE
14	BROADCOM INC	Large US Gro Eq	$1.6M	5065	2.08%	SOLE
15	ELI LILLY & CO	Large US Gro Eq	$1.4M	1550	1.89%	SOLE
16	GE VERNOVA LLC	Large US Gro Eq	$1.4M	1603	1.85%	SOLE
17	GOLDMAN SACHS GROUP INC	Large US Val Eq	$1.3M	1592	1.78%	SOLE
18	CORNING INC	Large US Gro Eq	$1.3M	9350	1.68%	SOLE
19	GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF	Derivative Income	$1.2M	23774	1.58%	SOLE
20	META PLATFORMS INC CL A	Large US Bl Eq	$1.1M	1961	1.49%	SOLE
21	GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF	Derivative Income	$1.1M	21353	1.40%	SOLE
22	ROBINHOOD MARKETS INC CL A	Mid Cap US Gro Eq	$1.1M	15190	1.40%	SOLE
23	COREWEAVE INC CL A	Mid Cap US Gro Eq	$1.0M	13475	1.38%	SOLE
24	SIMON PROPERTY GROUP INC	Mid Cap US Bl Eq	$998K	5350	1.32%	SOLE
25	CROWDSTRIKE HOLDINGS INC CL A	Large US Gro Eq	$985K	2524	1.31%	SOLE
26	TJX COS INC	Large US Bl Eq	$979K	6128	1.30%	SOLE
27	ABBOTT LABORATORIES	Large US Val Eq	$931K	9070	1.23%	SOLE
28	FIVE BELOW INC	Small US Gro Eq	$929K	4067	1.23%	SOLE
29	CATERPILLAR INC	Large US Bl Eq	$928K	1310	1.23%	SOLE
30	REDDIT INC CL A	Mid Cap US Gro Eq	$926K	6876	1.23%	SOLE
31	STATE STREET ENERGY SELECT SECTOR SPDR ETF	Large US Val Eq	$762K	12441	1.01%	SOLE
32	NETFLIX INC	Large US Gro Eq	$726K	7547	0.96%	SOLE
33	BOEING COMPANY	Large US Gro Eq	$676K	3395	0.90%	SOLE
34	UBER TECHNOLOGIES INC	Large US Bl Eq	$648K	9004	0.86%	SOLE
35	ALERIAN MLP ETF	LP - Oil and Gas	$612K	11633	0.81%	SOLE
36	STATE STREET SPDR S&P 500 ETF	Large US Bl Eq	$609K	937	0.81%	SOLE
37	BOOKING HOLDINGS INC	Large US Val Eq	$589K	140	0.78%	SOLE
38	MASTERCARD INC CL A	Large US Bl Eq	$580K	1160	0.77%	SOLE
39	CONSOLIDATED EDISON INC	Mid Cap US Val Eq	$553K	4887	0.73%	SOLE
40	T-MOBILE US INC	Large US Val Eq	$532K	2532	0.70%	SOLE
41	MICRON TECHNOLOGY INC	Large US Bl Eq	$499K	1477	0.66%	SOLE
42	DUKE ENERGY CORP	Large US Val Eq	$451K	3446	0.60%	SOLE
43	WALMART INC	Large US Bl Eq	$426K	3424	0.56%	SOLE
44	ARM HOLDINGS PLC SPON ADR	Large For Eq	$426K	2815	0.56%	SOLE
45	CUMMINS INC	Mid Cap US Gro Eq	$412K	765	0.55%	SOLE
46	REALTY INCOME CORP	Mid Cap US Bl Eq	$409K	6683	0.54%	SOLE
47	VANGUARD 0-3 MONTH TREASURY BILL ETF	US Treasury	$401K	5300	0.53%	SOLE
48	GLOBAL X NASDAQ 100 COVERED CALL ETF	Derivative Income	$379K	22100	0.50%	SOLE
49	SERVICENOW INC	Large US Gro Eq	$364K	3485	0.48%	SOLE
50	SCHWAB SHORT-TERM U.S. TREASURY ETF	US Treasury	$364K	15013	0.48%	SOLE

1–50 of 65

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.