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Rich Mowrer

Brookwood Investment Group Llc

Assets Managed
$887.62M
Holdings
517
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
9.6%(2Q avg: 3.41%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Brookwood Investment Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 517 positions.

Assets under management

The assets under management (AUM) of Brookwood Investment Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 887.62M in assets, with a quarterly growth rate of 9.6% and a 2-quarter average growth rate of 3.41%. The portfolio is managed by Rich Mowrer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.35%
6.6%
$58.505M↓ Put
158,104 shares@ $370.05 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.12%
4.96%
$43.992M
219,863 shares@ $200.1 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 530.62%
4.35%
$38.558M
447,622 shares@ $86.15 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.53%
3.72%
$33.006M↓ Put
114,065 shares@ $289.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -10.43%
2.1%
$18.628M
78,159 shares@ $238.35 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -17.86%
1.91%
$16.881M
44,688 shares@ $377.76 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.94%
1.76%
$15.593M
43,634 shares@ $357.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 18.66%
1.59%
$14.088M
37,768 shares@ $373.03 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 136.71%
1.31%
$11.605M↑ Call
153,685 shares@ $75.51 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -9.51%
1.27%
$11.238M
9,736 shares@ $1154.25 avg price

1-10 of 517