Meadowbrook Wealth Management, LLC
•CIK: 2090468•Filing: Q4 2025
**Meadowbrook Wealth Management, LLC** manages $88M across a diversified portfolio of 66 positions. The firm maintains significant exposure to technology and consumer sectors, highlighted by top holdings in AMZN ($9.4M) and SHOP ($9.3M). Further allocations include substantial positions in APP ($6.0M) and ABBV ($4.9M), alongside key tech names such as NVDA ($4.3M) and MSFT ($2.9M). This structure suggests a conviction-driven approach targeting growth across established and emerging market leaders.
Total AUM
$87.6M
QoQ Performance
-8.9%
Positions
66
Top 10 Concentration
55.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
SHOP
APP
ABBV
AMZN10.7%
SHOP10.6%
APP6.8%
ABBV5.6%
NVDA4.9%
LLY4.1%
GE4.0%
MSFT3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.1%
Technology14.9%
Consumer14.1%
Healthcare12.1%
Financial7.8%
Industrial5.2%
Real Estate1.6%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
—
GOLDMAN SACHS INCOME BUILDER INSTL CL
SOLD
$708.0K
+17 more exited positions
Changes from Q3 2025
NEW4 new positions
↑24 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025