Long-term investor
Brookwood Investment Group LLC @brookwoodinvestmentgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002066812).
Record
- Tracked since 2025-06-30 (441 days), 374 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months n/a · 1 year +16.1% · all +16.1%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 6.6% · long · since 2025-06-30
- NVDA · 5.0% · long · since 2025-06-30
- VUG · 4.3% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- IAU · 1.3% · long · since 2025-06-30
- MU · 1.3% · long · since 2025-06-30
- META · 1.1% · long · since 2025-06-30
- AGGH · 1.1% · long · since 2025-06-30