Meadowbrook Wealth Management, LLC

13F filer · CIK 0002090468

Reported Jul 6, 2026

Net buyer this quarter

13F portfolio value$92.9MU.S. long equity reported on 13F

Positions6217 new · 6 closed

Net flow last quarter+$407KBuys minus sells

Top 10 positions weight48.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 6, 202662 positions
AMZNAmazon Com Inc	$8.92M	9.61%	0.00%	+1.3%	Q3 2025
SHOPShopify Inc.	$6.24M	6.72%	0.01%	-0.8%	Q3 2025
NBISNebius Group N.V.	$5.91M	6.36%	0.01%	+15.6%	Q3 2025
AAPLApple Inc.	$5.29M	5.70%	0.00%	+94.6%	Q3 2025
APPAppLovin Corp	$4.12M	4.44%	0.00%	0.0%	Q3 2025
LLYELI LILLY & Co	$3.92M	4.22%	0.00%	+110.8%	Q3 2025
ABBVAbbVie Inc.	$3.28M	3.54%	0.00%	-37.3%	Q3 2025
GOOGLAlphabet Inc.	$2.47M	2.66%	0.00%	+4.4%	Q3 2025
GEGeneral Electric Co	$2.34M	2.52%	0.00%	-29.7%	Q3 2025
VVisa Inc.	$2.28M	2.46%	0.00%	-1.2%	Q3 2025
MSFTMicrosoft Corp	$2.27M	2.45%	0.00%	-13.3%	Q3 2025
GSGoldman Sachs Group Inc	$2.26M	2.43%	0.00%	+40.2%	Q3 2025
JPMJPMorgan Chase & Co	$2.1M	2.26%	0.00%	-0.9%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$1.95M	2.09%	0.00%	+1.0%	Q3 2025
NVDANvidia Corp	$1.88M	2.03%	0.00%	-44.8%	Q3 2025
PDIPIMCO Dynamic Income Fund	$1.85M	1.99%	Not reported	Not reported	Q3 2025
HOODRobinhood Markets, Inc.	$1.83M	1.98%	0.01%	+11.1%	Q3 2025
AVGOBroadcom Inc.	$1.82M	1.96%	0.00%	-2.5%	Q3 2025
SPGSimon Property Group Inc.	$1.58M	1.71%	88.81%	+32.8%	Q3 2025
PLTRPalantir Technologies Inc.	$1.27M	1.37%	0.00%	Not reported	Q3 2025
RDDTReddit, Inc.	$1.21M	1.30%	Not reported	-11.1%	Q3 2025
CRWVCoreWeave, Inc.	$1.14M	1.23%	Not reported	-1.4%	Q3 2025
METAMeta Platforms, Inc.	$962K	1.04%	Not reported	-19.9%	Q3 2025
TJXTJX Companies Inc	$912K	0.98%	0.00%	-1.6%	Q3 2025
COFCapital One Financial Corp	$841K	0.91%	0.00%	Not reported	Q3 2025
CATCaterpillar Inc	$828K	0.89%	0.00%	-36.3%	Q3 2025
ABTAbbott Laboratories	$820K	0.88%	0.00%	-1.9%	Q3 2025
ETNEaton Corp plc	$752K	0.81%	0.00%	New	Q2 2026
SPYSPDR S&P 500 ETF Trust	$699K	0.75%	Not reported	Not reported	Q3 2025
MAMastercard Inc	$643K	0.69%	0.00%	+6.0%	Q3 2025
SBUXStarbucks Corp	$587K	0.63%	0.00%	New	Q2 2026
PDOPIMCO Dynamic Income Opportunities Fund	$574K	0.62%	Not reported	Not reported	Q3 2025
UBERUber Technologies, Inc	$562K	0.61%	0.00%	-14.1%	Q3 2025
DUKDuke Energy CORP	$558K	0.60%	0.00%	+28.7%	Q3 2025
MRVLMarvell Technology, Inc.	$548K	0.59%	0.00%	New	Q2 2026
BKNGBooking Holdings Inc.	$548K	0.59%	0.00%	-14.3%	Q3 2025
CBRLCracker Barrel Old Country Store, Inc	$530K	0.57%	0.04%	New	Q2 2026
CMICummins Inc	$522K	0.56%	0.00%	Not reported	Q3 2025
EVNEaton Vance Municipal Income Trust	$502K	0.54%	Not reported	Not reported	Q3 2025
GFSGLOBALFOUNDRIES Inc.	$488K	0.53%	0.00%	New	Q2 2026
MUMicron Technology Inc	$477K	0.51%	0.00%	-68.7%	Q1 2026
ETEnergy Transfer LP	$448K	0.48%	0.00%	Not reported	Q3 2025
ORealty Income Corp	$408K	0.44%	0.00%	-1.2%	Q3 2025
EDConsolidated Edison Inc	$376K	0.40%	0.00%	-30.7%	Q3 2025
APLDApplied Digital Corp.	$352K	0.38%	0.00%	-20.9%	Q3 2025
NOWServiceNow, Inc.	$350K	0.38%	0.00%	-5.0%	Q3 2025
QSRRestaurant Brands International Inc.	$332K	0.36%	0.00%	Not reported	Q3 2025
KMBKimberly Clark Corp	$312K	0.34%	0.00%	New	Q2 2026
WMTWalmart Inc.	$294K	0.32%	0.00%	-21.0%	Q3 2025
SMHMarket Vectors ETF Trust	$293K	0.32%	Not reported	New	Q2 2026

Q1 2026Reported Apr 14, 202651 positions
AMZNAmazon Com Inc	$7.7M	10.20%	0.00%	-9.0%	Q3 2025
SHOPShopify Inc.	$6.53M	8.65%	0.01%	-4.8%	Q3 2025
ABBVAbbVie Inc.	$4.52M	6.00%	0.00%	-3.9%	Q3 2025
APPAppLovin Corp	$3.18M	4.22%	0.00%	-10.1%	Q3 2025
NVDANvidia Corp	$3.01M	3.99%	0.00%	-24.5%	Q3 2025
MSFTMicrosoft Corp	$2.6M	3.44%	0.00%	+18.8%	Q3 2025
GEGeneral Electric Co	$2.52M	3.34%	0.00%	-22.1%	Q3 2025
AAPLApple Inc.	$2.39M	3.16%	0.00%	+103.9%	Q3 2025
VVisa Inc.	$2.04M	2.70%	0.00%	Not reported	Q3 2025
NBISNebius Group N.V.	$1.92M	2.54%	0.01%	+5.9%	Q3 2025
JPMJPMorgan Chase & Co	$1.91M	2.53%	0.00%	-11.2%	Q3 2025
GOOGLAlphabet Inc.	$1.9M	2.52%	0.00%	+10.0%	Q3 2025
COSTCostco Wholesale Corp	$1.58M	2.10%	0.00%	New	Q1 2026
AVGOBroadcom Inc.	$1.57M	2.08%	0.00%	-1.8%	Q3 2025
LLYELI LILLY & Co	$1.43M	1.89%	0.00%	-53.5%	Q3 2025
GEVGE Vernova Inc.	$1.4M	1.85%	0.00%	New	Q1 2026
GSGoldman Sachs Group Inc	$1.35M	1.78%	0.00%	-6.7%	Q3 2025
GLWCorning Inc	$1.27M	1.68%	0.00%	+189.3%	Q3 2025
METAMeta Platforms, Inc.	$1.12M	1.49%	Not reported	+30.2%	Q3 2025
HOODRobinhood Markets, Inc.	$1.05M	1.39%	0.01%	-33.7%	Q3 2025
CRWVCoreWeave, Inc.	$1.04M	1.38%	Not reported	+3.8%	Q3 2025
SPGSimon Property Group Inc.	$998K	1.32%	66.88%	Not reported	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$985K	1.31%	0.00%	-15.9%	Q3 2025
TJXTJX Companies Inc	$979K	1.30%	0.00%	Not reported	Q3 2025
ABTAbbott Laboratories	$931K	1.23%	0.00%	-2.2%	Q3 2025
FIVEFive Below, Inc	$929K	1.23%	0.01%	+0.3%	Q3 2025
CATCaterpillar Inc	$928K	1.23%	0.00%	-2.6%	Q3 2025
RDDTReddit, Inc.	$926K	1.23%	Not reported	+97.0%	Q3 2025
NFLXNetflix Inc	$726K	0.96%	0.00%	New	Q1 2026
BABoeing Co	$676K	0.90%	0.00%	+163.2%	Q3 2025
UBERUber Technologies, Inc	$648K	0.86%	0.00%	-6.8%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$609K	0.81%	Not reported	Not reported	Q3 2025
BKNGBooking Holdings Inc.	$589K	0.78%	0.00%	Not reported	Q3 2025
MAMastercard Inc	$580K	0.77%	0.00%	Not reported	Q3 2025
EDConsolidated Edison Inc	$553K	0.73%	0.00%	+4.3%	Q3 2025
TMUST-Mobile US, Inc.	$532K	0.70%	0.00%	-1.9%	Q3 2025
MUMicron Technology Inc	$499K	0.66%	0.00%	New	Q1 2026
DUKDuke Energy CORP	$451K	0.60%	0.00%	+24.8%	Q3 2025
ARMArm Holdings PLC	$426K	0.56%	0.00%	New	Q1 2026
WMTWalmart Inc.	$426K	0.56%	0.00%	-8.7%	Q3 2025
CMICummins Inc	$412K	0.55%	0.00%	Not reported	Q3 2025
ORealty Income Corp	$409K	0.54%	0.00%	-2.2%	Q3 2025
NOWServiceNow, Inc.	$364K	0.48%	0.00%	+98.6%	Q3 2025
QSRRestaurant Brands International Inc.	$343K	0.45%	0.00%	-2.1%	Q3 2025
CVSCVS HEALTH Corp	$314K	0.42%	0.00%	-28.0%	Q3 2025
XOMExxonMobil Holdings Corp	$306K	0.41%	0.00%	Not reported	Q3 2025
MCDMcdonalds Corp	$305K	0.40%	0.00%	-3.0%	Q3 2025
APLDApplied Digital Corp.	$298K	0.39%	0.00%	Not reported	Q3 2025
DDominion Energy, Inc	$287K	0.38%	0.00%	-9.3%	Q3 2025
NEENextera Energy Inc	$220K	0.29%	0.00%	New	Q1 2026

Q4 2025Reported Jan 12, 202651 positions
AMZNAmazon Com Inc	$9.38M	10.70%	0.00%	+1.2%	Q3 2025
SHOPShopify Inc.	$9.31M	10.62%	0.01%	-0.3%	Q3 2025
APPAppLovin Corp	$6M	6.85%	0.00%	-7.2%	Q3 2025
ABBVAbbVie Inc.	$4.94M	5.64%	0.00%	+30.4%	Q3 2025
NVDANvidia Corp	$4.27M	4.87%	0.00%	-23.1%	Q3 2025
LLYELI LILLY & Co	$3.58M	4.09%	0.00%	+170.3%	Q3 2025
GEGeneral Electric Co	$3.51M	4.01%	0.00%	+3.3%	Q3 2025
MSFTMicrosoft Corp	$2.86M	3.26%	0.00%	-3.7%	Q3 2025
HOODRobinhood Markets, Inc.	$2.59M	2.96%	0.01%	+27.5%	Q3 2025
VVisa Inc.	$2.36M	2.70%	0.00%	-1.9%	Q3 2025
JPMJPMorgan Chase & Co	$2.35M	2.68%	0.00%	+2.1%	Q3 2025
GOOGLAlphabet Inc.	$1.88M	2.15%	0.00%	+11.3%	Q3 2025
AVGOBroadcom Inc.	$1.78M	2.04%	0.00%	-4.0%	Q3 2025
GSGoldman Sachs Group Inc	$1.5M	1.71%	0.00%	-9.3%	Q3 2025
NBISNebius Group N.V.	$1.46M	1.67%	0.01%	-20.9%	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$1.41M	1.61%	0.00%	-0.4%	Q3 2025
VKTXViking Therapeutics, Inc.	$1.31M	1.49%	0.03%	New	Q4 2025
AAPLApple Inc.	$1.25M	1.43%	0.00%	+2.2%	Q3 2025
ABTAbbott Laboratories	$1.16M	1.33%	0.00%	Not reported	Q3 2025
METAMeta Platforms, Inc.	$994K	1.13%	Not reported	-25.1%	Q3 2025
SPGSimon Property Group Inc.	$990K	1.13%	66.88%	-4.0%	Q3 2025
TJXTJX Companies Inc	$941K	1.07%	0.00%	+7.5%	Q3 2025
CRWVCoreWeave, Inc.	$930K	1.06%	Not reported	-25.6%	Q3 2025
RDDTReddit, Inc.	$802K	0.92%	Not reported	-12.5%	Q3 2025
UBERUber Technologies, Inc	$789K	0.90%	0.00%	-10.4%	Q3 2025
CATCaterpillar Inc	$771K	0.88%	0.00%	+15.0%	Q3 2025
FIVEFive Below, Inc	$764K	0.87%	0.01%	+150.1%	Q3 2025
BKNGBooking Holdings Inc.	$750K	0.86%	0.00%	-6.7%	Q3 2025
CCitigroup Inc	$740K	0.84%	0.00%	New	Q4 2025
PDIPIMCO Dynamic Income Fund	$690K	0.79%	Not reported	-7.0%	Q3 2025
MAMastercard Inc	$662K	0.76%	0.00%	-11.8%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$639K	0.73%	Not reported	+9.6%	Q3 2025
TMUST-Mobile US, Inc.	$524K	0.60%	0.00%	+12.9%	Q3 2025
CVSCVS HEALTH Corp	$482K	0.55%	0.00%	+23.4%	Q3 2025
EDConsolidated Edison Inc	$466K	0.53%	0.00%	+2.2%	Q3 2025
PDOPIMCO Dynamic Income Opportunities Fund	$456K	0.52%	Not reported	+0.3%	Q3 2025
GILDGilead Sciences, Inc.	$439K	0.50%	0.00%	New	Q4 2025
TSLATesla, Inc.	$424K	0.48%	0.00%	-66.0%	Q3 2025
WMTWalmart Inc.	$418K	0.48%	0.00%	-3.9%	Q3 2025
ETEnergy Transfer LP	$396K	0.45%	0.00%	Not reported	Q3 2025
CMICummins Inc	$390K	0.45%	0.00%	-3.2%	Q3 2025
ORealty Income Corp	$385K	0.44%	0.00%	Not reported	Q3 2025
DUKDuke Energy CORP	$324K	0.37%	0.00%	Not reported	Q3 2025
QSRRestaurant Brands International Inc.	$323K	0.37%	0.00%	-6.6%	Q3 2025
MCDMcdonalds Corp	$309K	0.35%	0.00%	-3.5%	Q3 2025
EVNEaton Vance Municipal Income Trust	$304K	0.35%	Not reported	+4.2%	Q3 2025
DDominion Energy, Inc	$300K	0.34%	0.00%	-32.3%	Q3 2025
GLWCorning Inc	$283K	0.32%	0.00%	-57.7%	Q3 2025
BABoeing Co	$280K	0.32%	0.00%	-72.4%	Q3 2025
NOWServiceNow, Inc.	$269K	0.31%	0.00%	-6.7%	Q3 2025

Q3 2025Reported Oct 9, 202561 positions
AMZNAmazon Com Inc	$8.82M	9.16%	0.00%	New	Q3 2025
SHOPShopify Inc.	$8.62M	8.96%	0.01%	New	Q3 2025
APPAppLovin Corp	$6.89M	7.16%	0.00%	New	Q3 2025
NVDANvidia Corp	$5.55M	5.77%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$3.84M	3.99%	0.00%	New	Q3 2025
GEGeneral Electric Co	$3.32M	3.45%	0.00%	New	Q3 2025
MSFTMicrosoft Corp	$3.18M	3.30%	0.00%	New	Q3 2025
HOODRobinhood Markets, Inc.	$2.57M	2.67%	0.01%	New	Q3 2025
NBISNebius Group N.V.	$2.48M	2.58%	0.01%	New	Q3 2025
CRWVCoreWeave, Inc.	$2.39M	2.48%	Not reported	New	Q3 2025
VVisa Inc.	$2.34M	2.44%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$2.25M	2.34%	0.00%	New	Q3 2025
AVGOBroadcom Inc.	$1.77M	1.84%	0.00%	New	Q3 2025
GSGoldman Sachs Group Inc	$1.5M	1.56%	0.00%	New	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$1.48M	1.54%	0.00%	New	Q3 2025
METAMeta Platforms, Inc.	$1.48M	1.54%	Not reported	New	Q3 2025
GOOGLAlphabet Inc.	$1.31M	1.37%	0.00%	New	Q3 2025
ABTAbbott Laboratories	$1.24M	1.29%	0.00%	New	Q3 2025
TSLATesla, Inc.	$1.23M	1.28%	0.00%	New	Q3 2025
AAPLApple Inc.	$1.15M	1.19%	0.00%	New	Q3 2025
BXBlackstone Inc.	$1.1M	1.14%	0.00%	New	Q3 2025
UBERUber Technologies, Inc	$1.06M	1.10%	0.00%	New	Q3 2025
SPGSimon Property Group Inc.	$1.05M	1.09%	69.63%	New	Q3 2025
BABoeing Co	$1.01M	1.05%	0.00%	New	Q3 2025
PLTRPalantir Technologies Inc.	$1M	1.04%	0.00%	New	Q3 2025
LLYELI LILLY & Co	$942K	0.98%	0.00%	New	Q3 2025
RDDTReddit, Inc.	$918K	0.95%	Not reported	New	Q3 2025
ORCLOracle Corp	$854K	0.89%	0.00%	New	Q3 2025
PDIPIMCO Dynamic Income Fund	$829K	0.86%	Not reported	New	Q3 2025
TJXTJX Companies Inc	$824K	0.86%	0.00%	New	Q3 2025
BKNGBooking Holdings Inc.	$810K	0.84%	0.00%	New	Q3 2025
MAMastercard Inc	$748K	0.78%	0.00%	New	Q3 2025
GLWCorning Inc	$627K	0.65%	0.00%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$570K	0.59%	Not reported	New	Q3 2025
CATCaterpillar Inc	$558K	0.58%	0.00%	New	Q3 2025
TMUST-Mobile US, Inc.	$547K	0.57%	0.00%	New	Q3 2025
APLDApplied Digital Corp.	$467K	0.49%	0.01%	New	Q3 2025
PDOPIMCO Dynamic Income Opportunities Fund	$464K	0.48%	Not reported	New	Q3 2025
DDominion Energy, Inc	$463K	0.48%	0.00%	New	Q3 2025
EDConsolidated Edison Inc	$461K	0.48%	0.00%	New	Q3 2025
ORealty Income Corp	$415K	0.43%	0.00%	New	Q3 2025
ETEnergy Transfer LP	$412K	0.43%	0.00%	New	Q3 2025
WMTWalmart Inc.	$402K	0.42%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$393K	0.41%	0.00%	New	Q3 2025
CVSCVS HEALTH Corp	$371K	0.39%	0.00%	New	Q3 2025
NOWServiceNow, Inc.	$346K	0.36%	0.00%	New	Q3 2025
DUKDuke Energy CORP	$342K	0.36%	0.00%	New	Q3 2025
CMICummins Inc	$334K	0.35%	0.00%	New	Q3 2025
ALLAllstate Corp	$333K	0.35%	0.00%	New	Q3 2025
QSRRestaurant Brands International Inc.	$326K	0.34%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed