Fund HoldingsBrookwood Investment Group LLC

Total Portfolio Value
$861.76M
Total Bought
$281.94M
Total Sold
$247.73M
Net Transaction
+$34.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
0475,325+475,32509,5871.11%+9,587
ISHARES U S ETF TR
SHOR DURA BD ETF
0171,037+171,03708,6651.01%+8,665
VANGUARD INDEX FDS154,810156,904+2,09449,66558,0616.74%+8,396
MICRON TECHNOLOGY INC(MU)10,7609,736-1,0243,63511,2381.30%+7,603
VANGUARD INDEX FDS0447,622+447,622038,5584.47%+38,558
TIDAL TRUST I0305,300+305,30007,5110.87%+7,511
KRANESHARES TRUST0229,417+229,41706,7210.78%+6,721
APPLE INC(AAPL)0112,765+112,765032,6303.79%+32,630
MORGAN STANLEY ETF TRUST
EATO VAN MTG ETF
0115,283+115,28305,7630.67%+5,763
CAPITOL SER TR
HULL TACTICAL
0126,339+126,33905,5400.64%+5,540
NVIDIA CORPORATION(NVDA)0219,863+219,863043,9925.10%+43,992
USCF ETF TR
MIDS ENE INC ETF
081,534+81,53404,7970.56%+4,797
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
078,135+78,13505,7660.67%+5,766
MANAGER DIRECTED PORTFOLIOS
SANJ ALPH BD ETF
0170,911+170,91104,2660.50%+4,266
TOUCHSTONE ETF TRUST
SECUR INCOM ETF
0159,117+159,11704,1080.48%+4,108
FINANCIAL INVS TR
CORE NAT RES ETF
0109,509+109,50904,0840.47%+4,084
TOUCHSTONE ETF TRUST
STRAT INCOM ETF
0157,522+157,52204,0450.47%+4,045
JANUS DETROIT STR TR
HEND SECU IN ETF
078,275+78,27504,0080.47%+4,008
AMAZON COM INC(AMZN)078,159+78,159018,6282.16%+18,628
ISHARES GOLD TR(IAU)071,785+71,78505,4200.63%+5,420
TIDAL TRUST III
VIST ARTI IN ETF
041,564+41,56403,5460.41%+3,546
ALPHABET INC(GOOG)043,634+43,634015,5931.81%+15,593
CALAMOS ETF TR
NASDAQ AUTOCALLL
0122,314+122,31403,2840.38%+3,284
COHEN & STEERS ETF TRUST
INFRASTRUCTURE
0108,213+108,21303,0900.36%+3,090
BNY MELLON ETF TRUST
GLOBAL INFRASCTR
068,041+68,04103,0600.36%+3,060
SPDR SERIES TRUST
ST STR P500ETF
033,770+33,77002,9680.34%+2,968
ISHARES INC066,735+66,73502,9440.34%+2,944
SPDR SERIES TRUST
ST STR P500GRW
024,732+24,73202,9430.34%+2,943
VANECK ETF TRUST
RARE EAR STR ETF
033,090+33,09002,9280.34%+2,928
TIDAL TRUST II
DEF 500 INC ETF
0162,827+162,82702,8580.33%+2,858
AMPLIFY ETF TR0107,948+107,94802,7980.32%+2,798
STATE STR SPDR S&P 500 ETF T(SPY)07,777+7,77705,8080.67%+5,808
ISHARES SILVER TR(SLV)084,370+84,37004,5110.52%+4,511
SPROTT FDS TR(DJP)067,088+67,08802,6200.30%+2,620
TIDAL TRUST III
VIST TA DRUK ETF
0122,440+122,44002,5400.29%+2,540
WISDOMTREE TR058,845+58,84502,5140.29%+2,514
ETF OPPORTUNITIES TRUST
REX FA IN EQ ETF
056,252+56,25202,4260.28%+2,426
MICROSOFT CORP(MSFT)037,768+37,768014,0881.63%+14,088
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
158,489197,486+38,9974,4606,7410.78%+2,281
ADVANCED MICRO DEVICES INC(AMD)05,126+5,12602,9780.35%+2,978
VANGUARD MALVERN FDS42,48386,227+43,7442,1224,3310.50%+2,209
NRG ENERGY INC(NRG)014,734+14,73402,1520.25%+2,152
SPDR INDEX SHS FDS
ST PORT MARK ETF
039,474+39,47402,0440.24%+2,044
TIDAL TRUST II
RETURN STCKD US
157,753198,479+40,7264,4616,4880.75%+2,027
ISHARES GOLD TR(IAU)(Call)47,00081,600+34,6004,1446,162+2,018
ISHARES TR
0-5 YR TIPS ETF
28,04147,845+19,8042,9004,8880.57%+1,988
INTEL CORP(INTC)016,871+16,87102,3560.27%+2,356
META PLATFORMS INC(META)014,484+14,48408,1590.95%+8,159
TIDAL TRUST III
VIST TA ACKT ETF
0109,530+109,53001,8960.22%+1,896
SPDR SERIES TRUST(Put)
ST STR SP REGBNK
023,000+23,00001,722+1,722
CROWDSTRIKE HLDGS INC(CRWD)03,700+3,70002,8240.33%+2,824
ISHARES TR(Put)24,70025,600+9006,1267,692+1,566
UNITED STS COMMODITY INDEX F(CPER)0120,463+120,46304,5450.53%+4,545
SIMPLIFY EXCHANGE TRADED FUN
TARGE 15 ETF
060,380+60,38001,4960.17%+1,496
PALO ALTO NETWORKS INC(PANW)07,367+7,36702,5120.29%+2,512
ABBVIE INC(ABBV)08,092+8,09202,0360.24%+2,036
ISHARES TR09,134+9,13406,8400.79%+6,840
NEOS ETF TRUST
RUSS 2000 HI ETF
026,256+26,25601,4050.16%+1,405
SELECT SECTOR SPDR TR
ST STR INDL ETF
07,402+7,40201,3710.16%+1,371
ISHARES TR033,877+33,87703,6950.43%+3,695
BLACKROCK ETF TRUST
ISHA I IN TE ETF
025,510+25,51001,3450.16%+1,345
SELECT SECTOR SPDR TR
ST STR FINL ETF
024,839+24,83901,3320.15%+1,332
SELECT SECTOR SPDR TR
ST STR TECHN ETF
06,594+6,59401,2560.15%+1,256
CATERPILLAR INC(CAT)03,069+3,06903,2680.38%+3,268
GE VERNOVA INC(GEV)2,7853,116+3312,4313,6610.42%+1,230
ETF OPPORTUNITIES TRUST
SMI REAL ETF
040,075+40,07501,1820.14%+1,182
ETF SER SOLUTIONS
DEFIA QUANT ETF
07,132+7,13201,1790.14%+1,179
ISHARES TR015,207+15,20701,8920.22%+1,892
VANGUARD WORLD FD
INF TECH ETF
029,380+29,38003,5120.41%+3,512
ISHARES TR01,742+1,74201,1160.13%+1,116
INTUIT(INTU)04,236+4,23601,1060.13%+1,106
PUTNAM ETF TRUST040,065+40,06501,0900.13%+1,090
ISHARES TR020,870+20,87001,0250.12%+1,025
SANDISK CORP(SNDK)949710-2396031,6140.19%+1,011
BANK OF AMER CORP028,054+28,05401,5990.19%+1,599
BLACKROCK ETF TRUST
ISHA US THEM ETF
021,853+21,85309420.11%+942
ELI LILLY & CO(LLY)03,111+3,11103,7310.43%+3,731
MARVELL TECHNOLOGY INC(MRVL)04,367+4,36701,3010.15%+1,301
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
015,581+15,58109190.11%+919
SELECT SECTOR SPDR TR
ST STR ENERG ETF
016,758+16,75808900.10%+890
ASCENDIS PHARMA A/S(ASND)03,194+3,19408520.10%+852
ISHARES U S ETF TR
SHOR MAT MUN ETF
016,857+16,85708490.10%+849
VISTRA CORP(VST)05,327+5,32708450.10%+845
KRANESHARES TRUST017,981+17,98108430.10%+843
SHOPIFY INC(SHOP)07,289+7,28908320.10%+832
ALMONTY INDS INC050,000+50,00008280.10%+828
COREBRIDGE FINL INC(CRBD)028,800+28,80008250.10%+825
VANECK ETF TRUST
URANI NUCLE ETF
07,087+7,08708220.10%+822
SELECT SECTOR SPDR TR
ST STR UTIL ETF
017,496+17,49607930.09%+793
SPDR INDEX SHS FDS(Put)
ST STR EU 50 ETF
011,500+11,5000790+790
GOLDMAN SACHS ETF TR015,374+15,37407780.09%+778
INVESCO EXCH TRADED FD TR II012,992+12,99202,0990.24%+2,099
INVESCO QQQ TR04,427+4,42703,2600.38%+3,260
DEERE & CO(DE)02,283+2,28301,4480.17%+1,448
CORNING INC(GLW)03,886+3,88609930.12%+993
DIAMONDBACK ENERGY INC(FANG)04,231+4,23107440.09%+744
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
017,471+17,47107180.08%+718
THE ALGER ETF TRUST0264,920+264,92006,5750.76%+6,575
ISHARES TR
MSCI USA MIN ETF
07,347+7,34707090.08%+709
TAIWAN SEMICONDUCTOR MANUFAC(TSM)05,351+5,35102,5550.30%+2,555
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