Arkolith/Funds/Brookwood Investment Group LLC

Brookwood Investment Group LLC

CIK 2066812
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Brookwood Investment Group LLC holds a diversified book of 513 stocks worth $861.8M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Hull Tactical US ETF and trimmed Nvidia Corp. Their largest long position is Vanguard Total Stock MKT ETF at 7% of the equity book. They also disclosed $13.4M in put options (a bearish bet) and $12.5M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +10% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Brookwood Investment Group LLC's latest
holdings, largest changes, and filing provenance.
Opened
84
new positions
Added to
182
existing
Trimmed
221
reduced
Sold out
63
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.2%
+13.4%/yr · since Oct '25
Their reported book
+7.4%
held from quarter-end
S&P 500
+11.0%
same window
$9K$10K$10K$11K$11KOct '25Dec '25Feb '26Apr '26Jun '26Jul '26
Brookwood Investment Group LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.8 points over this window.

Growth of $10,000 cloning Brookwood Investment Group LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
30%
Top 20 holdings
39%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Information Technology
22%
Financials
5%
Consumer Discretionary
4%
Industrials
2%
Health Care
2%
Energy
1%
Real Estate
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Brookwood Investment Group LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.69 / 80$16.1B
UBS Group AG66 / 80$118.5B
ENVESTNET ASSET MANAGEMENT INC66 / 80$86.6B
ROYAL BANK OF CANADA65 / 80$125.5B
COMMONWEALTH EQUITY SERVICES, LLC64 / 80$16.7B
LPL Financial LLC63 / 80$87.1B
MORGAN STANLEY62 / 80$463.4B
Steward Partners Investment Advisory, LLC61 / 80$5.5B

Ranked by how many of Brookwood Investment Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

513 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$58.1M156.9K
6.7%
+1.4%
Added · +2K sh
2Nvidia Corporation
COM
$44.0M219.9K
5.1%
−2.1%
Reduced · −5K sh
3Vanguard Index FDS
GROWTH ETF
$38.6M447.6K
4.5%
+531%
Added · +377K sh
4Apple Inc
COM
$32.6M112.8K
3.8%
+6.8%
Added · +7K sh
5Amazon Com Inc
COM
$18.6M78.2K
2.2%
+11%
Added · +8K sh
6Broadcom Inc
COM
$16.9M44.7K
2.0%
−18%
Reduced · −10K sh
7Alphabet Inc
CAP STK CL A
$15.6M43.6K
1.8%
+2.9%
Added · +1K sh
8Microsoft Corp
COM
$14.1M37.8K
1.6%
+19%
Added · +6K sh
9Micron Technology Inc
COM
$11.2M9.7K
1.3%
−9.5%
Reduced · −1K sh
10Simplify Exchange Traded Fun
AGGREGATE BD ETF
$9.6M475.3K
1.1%
+1.4%
Added · +7K sh
11Ishares U S ETF TR
SHOR DURA BD ETF
$8.7M171.0K
1.0%
+4.2%
Added · +7K sh
12Listed FDS TR
SHARES CORE BD
$8.5M417.2K
1.0%
+1.9%
Added · +8K sh
13Meta Platforms Inc
CL A
$8.2M14.5K
0.9%
+33%
Added · +4K sh
14SPDR Gold TR
GOLD SHS
$8.0M21.8K
0.9%
−0.9%
Reduced · −200 sh
15Tidal Trust I
UNLI HFEQ EQ ETF
$7.5M305.3K
0.9%
−12%
Reduced · −42K sh
16Wisdomtree TR
EFFICIENT LONG
$7.2M120.6K
0.8%
−14%
Reduced · −20K sh
17Alphabet Inc
CAP STK CL C
$7.1M20.0K
0.8%
−13%
Reduced · −3K sh
18Ishares TR
CORE S&P500 ETF
$6.8M9.1K
0.8%
+9.9%
Added · +826 sh
19Trust For Professional Manag
CONVERGENCE LNG
$6.7M197.5K
0.8%
+25%
Added · +39K sh
20Kraneshares Trust
HEDG HEDG EQ ETF
$6.7M229.4K
0.8%
−11%
Reduced · −30K sh
21The Alger ETF Trust
MID CAP 40 ETF
$6.6M264.9K
0.8%
−12%
Reduced · −36K sh
22Tidal Trust II
RETURN STCKD US
$6.5M198.5K
0.8%
+26%
Added · +41K sh
23Tidal Trust I
UNLIMITED HFGM
$6.2M204.5K
0.7%
−7.4%
Reduced · −16K sh
24State STR SPDR S&P 500 ETF T
TR UNIT
$5.8M7.8K
0.7%
+63%
Added · +3K sh
25Pimco ETF TR
MULTISECTOR BD
$5.8M217.8K
0.7%
−1.5%
Reduced · −3K sh
26First TR Exch Traded FD III
LNG/SHT EQUITY
$5.8M78.1K
0.7%
+458%
Added · +64K sh
27Morgan Stanley ETF Trust
EATO VAN MTG ETF
$5.8M115.3K
0.7%
~0%
Reduced · −36 sh
28TCW ETF Trust
FLEXIBLE INCOME
$5.8M146.7K
0.7%
−0.6%
Reduced · −858 sh
29Bondbloxx ETF Trust
BBB RATED 5 10 Y
$5.6M108.0K
0.6%
−4.0%
Reduced · −5K sh
30Capitol Ser TR
HULL TACTICAL
$5.5M126.3K
0.6%
New
New position
31Ishares Gold TR
ISHARES NEW
$5.4M71.8K
0.6%
+300%
Added · +54K sh
32Ishares TR
TRS FLT RT BD
$5.2M102.2K
0.6%
−11%
Reduced · −13K sh
33Devon Energy Corp New
COM
$5.1M123.2K
0.6%
−1.8%
Reduced · −2K sh
34Ishares TR
0-5 YR TIPS ETF
$4.9M47.8K
0.6%
+71%
Added · +20K sh
35Uscf ETF TR
MIDS ENE INC ETF
$4.8M81.5K
0.6%
−14%
Reduced · −13K sh
36United STS Commodity Index F
CM REP COPP FD
$4.5M120.5K
0.5%
+38%
Added · +33K sh
37Ishares Silver TR
ISHARES
$4.5M84.4K
0.5%
+207%
Added · +57K sh
38Vanguard Malvern FDS
STRM INFPROIDX
$4.3M86.2K
0.5%
+103%
Added · +44K sh
39Manager Directed Portfolios
SANJ ALPH BD ETF
$4.3M170.9K
0.5%
New
New position
40Global X FDS
GLOBAL X URANIUM
$4.2M95.9K
0.5%
−7.9%
Reduced · −8K sh
41Touchstone ETF Trust
SECUR INCOM ETF
$4.1M159.1K
0.5%
−1.3%
Reduced · −2K sh
42Financial Invs TR
CORE NAT RES ETF
$4.1M109.5K
0.5%
−5.8%
Reduced · −7K sh
43Touchstone ETF Trust
STRAT INCOM ETF
$4.0M157.5K
0.5%
−2.9%
Reduced · −5K sh
44Janus Detroit STR TR
HEND SECU IN ETF
$4.0M78.3K
0.5%
−2.8%
Reduced · −2K sh
45Eli Lilly & Co
COM
$3.7M3.1K
0.4%
+2.6%
Added · +78 sh
46Vanguard Star FDS
VG TL INTL STK F
$3.7M43.3K
0.4%
+0.2%
Added · +72 sh
47Ishares TR
IBOXX INV CP ETF
$3.7M33.9K
0.4%
+58%
Added · +12K sh
48Ge Vernova Inc
COM
$3.7M3.1K
0.4%
+12%
Added · +331 sh
49BlackRock ETF Trust
ISHARES US EQUIT
$3.5M52.2K
0.4%
−18%
Reduced · −11K sh
50Tidal Trust III
VIST ARTI IN ETF
$3.5M41.6K
0.4%
+85%
Added · +19K sh
Showing 50 of 513 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$13.4M
Call notional (bullish)$12.5M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishISHARES RUSSELL 2000 ETFIWM$7.7M26K
CALL · bullishISHARES GOLD TRUSTIAU$6.2M82K
PUT · bearishSS SPDR S&P REGIONAL BANKKRE$1.7M23K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$1.6M3K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$1.1M2K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$1.1M2K
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$810K1K
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$810K1K
PUT · bearishSTATE STREET SPDR EURO STOXXFEZ$790K12K
CALL · bullishISHARES RUSSELL 2000 ETFIWM$781K3K
CALL · bullishARK GENOMIC REVOLUTION ETFARKG$484K12K
PUT · bearishOKLO INCOKLO$471K9K
PUT · bearishAPPLE INCAAPL$376K1K
CALL · bullishHUB GROUP INC-CL AHUBG$328K8K
CALL · bullishGLOBAL X SILVER MINERS ETFSIL$310K4K
CALL · bullishISHARES SILVER TRUSTSLV$267K5K
CALL · bullishAMPLIFY JUNIOR SILVER MINERSSILJ$264K10K
PUT · bearishVANGUARD TOTAL STOCK MKT ETFVTI$222K600
CALL · bullishVANGUARD TOTAL STOCK MKT ETFVTI$222K600
CALL · bullishSS TECHNOLOGY SELECT SECTORXLK$76K400
PUT · bearishSS TECHNOLOGY SELECT SECTORXLK$76K400
PUT · bearishSPDR GOLD SHARESGLD$74K200
CALL · bullishSPDR GOLD SHARESGLD$74K200
PUT · bearishISHARES GOLD TRUSTIAU$23K300
CALL · bullishEIGHTCO HOLDINGS INCORBS$14K20K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026589$887.6M13F-HR
Q1 2026Mar 31, 2026May 4, 2026562$809.9M13F-HR
Q4 2025Dec 31, 2025Jan 22, 2026529$833.2M13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025483$774.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.