Long-term investor
Meadowbrook Wealth Management, LLC @meadowbrookwealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002090468).
Record
- Tracked since 2025-09-30 (342 days), 130 trades recorded
- Returns: week n/a · month n/a · 90 days +12.7% · 6 months -2.8% · 1 year n/a · all -2.8%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 9.6% · long · since 2025-09-30
- SHOP · 6.7% · long · since 2025-09-30
- NBIS · 6.4% · long · since 2025-09-30
- AAPL · 5.7% · long · since 2025-09-30
- APP · 4.4% · long · since 2025-09-30
- LLY · 4.2% · long · since 2025-09-30
- ABBV · 3.5% · long · since 2025-09-30
- GOOGL · 2.7% · long · since 2025-09-30
- GE · 2.5% · long · since 2025-09-30
- V · 2.5% · long · since 2025-09-30
- MSFT · 2.4% · long · since 2025-09-30
- GS · 2.4% · long · since 2025-09-30