Brookwood Investment Group LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 833,182
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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):
2.904 K
(0.3% of total reported value)
· QoQ Δ:
+2.894 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 671.7 K | 81.7% | 40.72 K | 0 | 40.72 K |
| ETFs | 143.1 K | 17.4% | 19.46 K | 0 | 19.46 K |
| Debt | 5.763 K | 0.7% | 2.536 K | 0 | 2.536 K |
| Other | 1.644 K | 0.2% | 63 | 0 | 63 |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
833,182
Holdings
508
QoQ value change ($000)
58,542
(7.6%)
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.