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Thomas G Efthimiou

Meadowbrook Wealth Management, Llc

Assets Managed
$92.859M
Holdings
81
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
23.04%(2Q avg: 4.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Meadowbrook Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Meadowbrook Wealth Management, 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 92.859M in assets, with a quarterly growth rate of 23.04% and a 2-quarter average growth rate of 4.59%. The portfolio is managed by Thomas G Efthimiou, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 1.29%
9.61%
$8.922M
37,435 shares@ $238.35 avg price
SHOP
Shopify Inc - Class A
Recent Activity
Decreased -0.77%
6.72%
$6.236M
54,614 shares@ $114.19 avg price
NBIS
Nebius Group Nv
Recent Activity
Increased 15.58%
6.37%
$5.907M
21,390 shares@ $276.17 avg price
AAPL
Apple Inc
Recent Activity
Increased 94.59%
5.7%
$5.292M
18,289 shares@ $289.36 avg price
APP
Applovin Corp-class A
Recent Activity
Decreased -0.03%
4.44%
$4.12M
7,997 shares@ $515.23 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 110.84%
4.23%
$3.92M
3,268 shares@ $1199.43 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -37.25%
3.54%
$3.285M
13,054 shares@ $251.65 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.39%
2.66%
$2.468M
6,905 shares@ $357.38 avg price
GE
General Electric
Recent Activity
Decreased -29.65%
2.52%
$2.336M
6,250 shares@ $373.74 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -1.2%
2.46%
$2.284M
6,657 shares@ $343.09 avg price

1-10 of 81