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Rich Mowrer

Brookwood Investment Group Llc

Assets Managed
$809.911M
Holdings
495
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-2.79%(2Q avg: 2.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brookwood Investment Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 495 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 809.911M in assets, with a quarterly growth rate of -2.79% and a 2-quarter average growth rate of 2.39%. The portfolio is managed by Rich Mowrer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 8.38%
6.18%
$50.049M↓ Put
156,010 shares@ $320.81 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -14.13%
4.84%
$39.177M
224,637 shares@ $174.41 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 5.95%
3.83%
$31.004M
70,982 shares@ $436.8 avg price
AAPL
Apple Inc
Recent Activity
Decreased -7.97%
3.36%
$27.176M↓ Put
107,081 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -16.58%
2.25%
$18.175M↑ Call
87,264 shares@ $208.28 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -11.79%
2.08%
$16.84M
54,409 shares@ $309.52 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.91%
1.51%
$12.189M
42,388 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -25.44%
1.46%
$11.783M
31,831 shares@ $370.18 avg price
AGGH
Simplify Aggregate Bond Etf
Recent Activity
Increased 1179.61%
1.18%
$9.54M
468,796 shares@ $20.36 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 1.38%
1.18%
$9.533M
22,156 shares@ $430.29 avg price

1-10 of 495