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Meadowbrook Wealth Management, LLC - Portfolio Stock Holdings

Meadowbrook Wealth Management, LLC disclosed 87 stock positions in a recent SEC 13F filing. $94,313,831 of stock holdings were filed, with the largest holdings including AMZN, SHOP, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $110,100,000 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

87

Est. Stock Holding Value:

$94,313,831

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Meadowbrook Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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