Meadowbrook Wealth Management, LLC

CIK

2090468

Location

GARDEN CITY, NY

Portfolio Value

Micro $93,824,469

Diversification

Diversified

Filing Date

Global Rank

#246 / 262 ▲ 8113

Top Industry

Internet Content & Information 13.8%

Period ended 9 days ago

Filed Oct 8, 2026 · 1d

5 quarters · since Sep 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

69 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.9%

+0.1 pts

Top 5

34.9%

+1.5 pts

Top 10

51.2%

+1.9 pts

HHI

382

Diversified+24

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.9%	$30,843,405	15
Communication Services	13.5%	$12,678,630	5
Financial Services	13.5%	$12,648,152	11
Consumer Cyclical	11.9%	$11,165,687	5
Healthcare	9.8%	$9,158,236	6
Unclassified	7.5%	$7,055,719	11
Industrials	4.3%	$3,990,741	5
Consumer Defensive	3.5%	$3,324,947	5
Real Estate	1.5%	$1,408,516	2
Utilities	0.8%	$792,078	2
Energy	0.8%	$758,358	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	+9,657	12,206	$3,231,538
EVN	Eaton Vance Municipal Income Trust	+5,141	49,947	$461,510
META	Meta Platforms, Inc.	+3,082	4,652	$3,373,537
NBIS	Nebius Group N.V.	+2,999	24,389	$5,752,877
NOW	ServiceNow, Inc.	+2,895	6,205	$831,532
HOOD	Robinhood Markets, Inc.	+2,876	19,758	$2,222,775
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+2,856	12,241	$752,821
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+2,320	8,134	$498,288
ABBV	AbbVie Inc.	+2,130	15,184	$3,971,982
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+1,540	45,792	$2,603,409
PDX	PIMCO Dynamic Income Strategy Fund	+1,500	13,200	$267,960
NVDA	Nvidia Corp	+1,080	10,619	$2,425,167
ACES	ALPS Clean Energy ETF	+950	13,833	$717,517
CGCB	Capital Group Core Bond ETF	+750	13,650	$358,039
MU	Micron Technology Inc	+268	730	$777,530
MSFT	Microsoft Corp	+245	6,336	$3,249,734
JPM	Jpmorgan Chase & Co	+195	6,618	$2,189,432
SPY	Spdr S&P 500 ETF Trust	+150	1,087	$828,978
COST	Costco Wholesale Corp /New	+112	397	$361,404
ABT	Abbott Laboratories	+100	9,000	$889,470
WMT	Walmart Inc.	+60	2,764	$287,234
V	Visa Inc.	+25	6,682	$2,401,043
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PDO	PIMCO Dynamic Income Opportunities Fund	−6,250	37,020	$439,057
APP	AppLovin Corp	−5,505	2,492	$723,751
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−5,287	3,330	$0
CBRL	Cracker Barrel Old Country Store, Inc	−3,096	6,525	$343,345
FNDA	Schwab Fundamental U.S. Small Company ETF	−2,900	11,008	$262,650
PDI	PIMCO Dynamic Income Fund	−2,810	107,760	$1,511,872
CRWV	CoreWeave, Inc.	−2,306	10,976	$956,229
UBER	Uber Technologies, Inc	−1,916	5,818	$398,591
SPG	Simon Property Group Inc.	−1,875	5,230	$1,049,974
APLD	Applied Digital Corp.	−1,660	8,258	$201,247
SHOP	Shopify Inc.	−1,510	53,104	$7,875,323
PLTR	Palantir Technologies Inc.	−1,503	8,596	$1,607,881
GE	General Electric Co	−1,455	4,795	$1,497,430
RDDT	Reddit, Inc.	−989	5,122	$729,577
LLY	ELI LILLY & Co	−861	2,407	$2,785,091
GOOGL	Alphabet Inc.	−805	6,100	$2,098,888
AAPL	Apple Inc.	−553	17,736	$5,906,442
DUK	Duke Energy CORP	−525	3,911	$445,893
TJX	Tjx Companies Inc /De/	−400	5,628	$744,640
AGNG	Global X Funds Global X Aging Population ETF	−400	21,700	$402,535
CVS	CVS HEALTH Corp	−275	2,500	$214,225
AMZN	Amazon Com Inc	−272	37,163	$9,259,161
GS	Goldman Sachs Group Inc	−238	1,994	$1,795,317
CAT	Caterpillar Inc	−115	720	$583,768
MA	Mastercard Inc	−75	1,155	$636,947
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
MO	Altria Group, Inc.	25,583	$1,722,759
SPCX	Space Exploration Technologies Corp	8,802	$1,327,869
MRK	Merck & Co., Inc.	6,402	$930,274
C	Citigroup Inc	5,578	$722,239
PM	Philip Morris International Inc.	3,490	$665,961
SKHY	SK hynix Inc.	3,341	$615,245
AMD	Advanced Micro Devices Inc	972	$594,630
PANW	Palo Alto Networks Inc	1,101	$437,438
JNJ	Johnson & Johnson	1,387	$367,194
DG	Dollar General Corp	2,405	$287,589
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	4,107	$823,946
ETN	Eaton Corp plc	1,825	$777,669
MRVL	Marvell Technology, Inc.	2,015	$600,248
SBUX	Starbucks Corp	5,675	$579,928
GFS	GLOBALFOUNDRIES Inc.	6,320	$520,831
AFK	VanEck Africa Index ETF	473	$310,235
KMB	Kimberly Clark Corp	2,800	$307,356
MCD	Mcdonalds Corp	981	$265,174
BA	Boeing Co	1,170	$253,269
D	Dominion Energy, Inc	3,600	$245,844
AMKR	Amkor Technology, Inc.	2,695	$232,389
—		2,865	$231,549
ALL	Allstate Corp	900	$214,146
NEE	Nextera Energy Inc	2,365	$207,576
TSLA	Tesla, Inc.	485	$203,991
AIPO	Defiance AI & Power Infrastructure ETF	18,285	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $93,824,469 total · filing declares 72 positions · $95,425,906 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	37,163	-272	$9,259,161	+3.8%	9.87%
SHOP	Shopify Inc. Technology	Reduced	53,104	-1,510	$7,875,323	+26.3%	8.39%
AAPL	Apple Inc. Technology	Reduced	17,736	-553	$5,906,442	+11.6%	6.30%
NBIS	Nebius Group N.V. Communication Services	Added	24,389	+2,999	$5,752,877	−2.6%	6.13%
ABBV	AbbVie Inc. Healthcare	Added	15,184	+2,130	$3,971,982	+20.9%	4.23%
META	Meta Platforms, Inc. Communication Services	Added	4,652	+3,082	$3,373,537	+281.5%	3.60%
MSFT	Microsoft Corp Technology	Added	6,336	+245	$3,249,734	+43.0%	3.46%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	12,206	+9,657	$3,231,538	+66.1%	3.44%
LLY	ELI LILLY & Co Healthcare	Reduced	2,407	-861	$2,785,091	−28.9%	2.97%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	45,792	+1,540	$2,603,409	+2.5%	2.77%
NVDA	Nvidia Corp Technology	Added	10,619	+1,080	$2,425,167	+27.1%	2.58%
V	Visa Inc. Financial Services	Added	6,682	+25	$2,401,043	+5.1%	2.56%
HOOD	Robinhood Markets, Inc. Financial Services	Added	19,758	+2,876	$2,222,775	+31.3%	2.37%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,618	+195	$2,189,432	+4.1%	2.33%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,100	-805	$2,098,888	−14.9%	2.24%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,994	-238	$1,795,317	−20.5%	1.91%
AVGO	Broadcom Inc. Technology	Held	4,940	0	$1,734,878	−7.0%	1.85%
MO	Altria Group, Inc. Consumer Defensive	NEW	25,583	NEW	$1,722,759	NEW	1.84%
PLTR	Palantir Technologies Inc. Technology	Reduced	8,596	-1,503	$1,607,881	+36.5%	1.71%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	107,760	-2,810	$1,511,872	−18.1%	1.61%
GE	General Electric Co Industrials	Reduced	4,795	-1,455	$1,497,430	−35.9%	1.60%
SPCX	Space Exploration Technologies Corp Industrials	NEW	8,802	NEW	$1,327,869	NEW	1.42%
SPG	Simon Property Group Inc. Real Estate	Reduced	5,230	-1,875	$1,049,974	−33.9%	1.12%
CRWV	CoreWeave, Inc. Technology	Reduced	10,976	-2,306	$956,229	−27.7%	1.02%
MRK	Merck & Co., Inc. Healthcare	NEW	6,402	NEW	$930,274	NEW	0.99%
ABT	Abbott Laboratories Healthcare	Added	9,000	+100	$889,470	+10.1%	0.95%
NOW	ServiceNow, Inc. Technology	Added	6,205	+2,895	$831,532	+153.0%	0.89%
SPY	Spdr S&P 500 ETF Trust	Added	1,087	+150	$828,978	+18.5%	0.88%
MU	Micron Technology Inc Technology	Added	730	+268	$777,530	+45.8%	0.83%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	12,241	+2,856	$752,821	+51.0%	0.80%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	5,628	-400	$744,640	−18.5%	0.79%
RDDT	Reddit, Inc. Communication Services	Reduced	5,122	-989	$729,577	−31.2%	0.78%
APP	AppLovin Corp Communication Services	Reduced	2,492	-5,505	$723,751	−82.4%	0.77%
C	Citigroup Inc Financial Services	NEW	5,578	NEW	$722,239	NEW	0.77%
ACES	ALPS Clean Energy ETF	Added	13,833	+950	$717,517	+7.4%	0.76%
PM	Philip Morris International Inc. Consumer Defensive	NEW	3,490	NEW	$665,961	NEW	0.71%
MA	Mastercard Inc Financial Services	Reduced	1,155	-75	$636,947	+0.8%	0.68%
SKHY	SK hynix Inc. Technology	NEW	3,341	NEW	$615,245	NEW	0.66%
AMD	Advanced Micro Devices Inc Technology	NEW	972	NEW	$594,630	NEW	0.63%
CAT	Caterpillar Inc Industrials	Reduced	720	-115	$583,768	−34.3%	0.62%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	8,134	+2,320	$498,288	+39.4%	0.53%
BKNG	Booking Holdings Inc. Consumer Cyclical	Held	3,000	0	$488,730	−8.6%	0.52%
ET	Energy Transfer LP Energy	Held	23,500	0	$464,595	+3.4%	0.50%
EVN	Eaton Vance Municipal Income Trust Financial Services	Added	49,947	+5,141	$461,510	−8.5%	0.49%
DUK	Duke Energy CORP Utilities	Reduced	3,911	-525	$445,893	−20.6%	0.48%
PDO	PIMCO Dynamic Income Opportunities Fund Financial Services	Reduced	37,020	-6,250	$439,057	−23.2%	0.47%
PANW	Palo Alto Networks Inc Technology	NEW	1,101	NEW	$437,438	NEW	0.47%
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	Held	1,500	0	$413,827	—	0.44%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	21,700	-400	$402,535	−1.2%	0.43%
UBER	Uber Technologies, Inc Technology	Reduced	5,818	-1,916	$398,591	−28.6%	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.