Fund HoldingsBrookwood Investment Group LLC

Total Portfolio Value
$784.33M
Total Bought
$205.96M
Total Sold
$238.82M
Net Transaction
-$32.86M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
0468,796+468,79609,5401.22%+9,540
LISTED FDS TR
SHARES CORE BD
0409,560+409,56008,4151.07%+8,415
TIDAL TRUST III
VIST TA DRUK ETF
0390,409+390,40907,5350.96%+7,535
TIDAL TRUST III
VIST TA ACKT ETF
0403,833+403,83307,0270.90%+7,027
WISDOMTREE TR(WT)0140,227+140,22706,9050.88%+6,905
ISHARES TR(Put)024,700+24,70006,126+6,126
BONDBLOXX ETF TRUST
BBB RATED 5 10 Y
0112,565+112,56505,7890.74%+5,789
LISTED FDS TR
TEUCRIUM AGRI ST
0254,329+254,32904,7100.60%+4,710
ISHARES INC0103,678+103,67804,6900.60%+4,690
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
0172,807+172,80705,2220.67%+5,222
FINANCIAL INVS TR
CORE NAT RES ETF
0116,241+116,24104,6610.59%+4,661
TIDAL TRUST II
RETURN STCKD US
0157,753+157,75304,4610.57%+4,461
TRUST FOR PROFESSIONAL MANAG
CONVERGENCE LNG
0158,489+158,48904,4600.57%+4,460
KRANESHARES TRUST0224,118+224,11804,1930.53%+4,193
TOUCHSTONE ETF TRUST
SECUR INCOM ETF
0161,186+161,18604,1570.53%+4,157
TOUCHSTONE ETF TRUST
STRAT INCOM ETF
0162,185+162,18504,1570.53%+4,157
JANUS DETROIT STR TR
HEND SECU IN ETF
080,551+80,55104,1520.53%+4,152
ISHARES GOLD TR(IAU)(Call)047,000+47,00004,144+4,144
VANECK ETF TRUST
RARE EAR STR ETF
037,598+37,59803,3090.42%+3,309
USCF ETF TR
MIDS ENE INC ETF
53,66994,665+40,9962,6345,5460.71%+2,912
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
078,376+78,37602,8380.36%+2,838
ISHARES TR
0-5 YR TIPS ETF
028,041+28,04102,9000.37%+2,900
AMAZON COM INC(AMZN)(Call)17,40016,900-5009573,520+2,563
APPLIED MATLS INC09,274+9,27403,1700.40%+3,170
MICRON TECHNOLOGY INC(MU)4,73610,760+6,0241,3523,6350.46%+2,283
TIDAL TRUST I176,896220,925+44,0295,1027,0830.90%+1,981
SPDR INDEX SHS FDS
ST PORT MARK ETF
039,126+39,12601,8350.23%+1,835
ISHARES U S ETF TR
SHOR DURA BD ETF
0164,195+164,19508,3471.06%+8,347
SPDR SERIES TRUST
ST STR BLO 1 ETF
20,50339,506+19,0031,8743,6200.46%+1,747
TIDAL TRUST III
VISTASHARES TRGT
094,752+94,75201,7070.22%+1,707
SIMPLIFY EXCHANGE TRADED FUN
ANCORATO TARGET
069,881+69,88101,5840.20%+1,584
ABRDN PLATINUM ETF TRUST13,83522,951+9,1162,5794,0910.52%+1,511
SPDR SERIES TRUST(Put)
ST STR SP REGBNK
021,900+21,90001,427+1,427
ISHARES TR025,782+25,78202,4480.31%+2,448
ISHARES TR
US TREAS BD ETF
083,897+83,89701,9220.25%+1,922
VANGUARD INDEX FDS143,955154,810+10,85548,26449,6656.33%+1,401
SCHWAB STRATEGIC TR043,525+43,52501,3280.17%+1,328
INVESCO EXCH TRADED FD TR II
NASDAQ FT GEN200
039,282+39,28201,3240.17%+1,324
TIDAL TRUST II
DEF 500 INC ETF
118,180202,906+84,7262,0673,3070.42%+1,240
SSGA ACTIVE TR
SST BRIDGEWATER
038,648+38,64801,1150.14%+1,115
CATALYST PHARMACEUTICALS INC(CPRX)044,800+44,80001,1090.14%+1,109
VANGUARD MALVERN FDS042,483+42,48302,1220.27%+2,122
AMPHENOL CORP011,131+11,13101,4060.18%+1,406
ARK ETF TR(Put)
INNOVATION ETF
015,000+15,00001,014+1,014
ISHARES TR(Put)011,500+11,5000997+997
META PLATFORMS INC(META)(Call)7,9003,900-4,0001,2732,231+958
GLOBAL X FDS
GLOBAL X URANIUM
0104,131+104,13105,0430.64%+5,043
ISHARES TR
CORE UNIVRSL USD
21,91341,313+19,4001,0201,9080.24%+888
SIMPLIFY EXCHANGE TRADED FUN
BARRIER INCOME
0111,070+111,07002,7260.35%+2,726
ETF OPPORTUNITIES TRUST
REX FA IN EQ ETF
060,222+60,22202,3890.30%+2,389
SCHWAB STRATEGIC TR088,349+88,34902,0510.26%+2,051
DEVON ENERGY CORP NEW(DVN)148,765125,461-23,3045,4496,3130.80%+864
SCHWAB STRATEGIC TR029,046+29,04608450.11%+845
AMPLIFY ETF TR0124,417+124,41703,6980.47%+3,698
GLOBAL X FDS
GLOBAL X SILVER
011,639+11,63901,0480.13%+1,048
EA SERIES TRUST
US QUAN MOMENTUM
043,954+43,95403,0020.38%+3,002
SPDR GOLD TR(GLD)21,85521,956+1018,6619,4471.20%+786
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR MDCP
085,196+85,19603,0250.39%+3,025
NEOS ETF TRUST
NEOS ENH INC 1-3
015,206+15,20607570.10%+757
ANAPTYSBIO INC013,362+13,36207410.09%+741
VANECK ETF TRUST
URANI NUCLE ETF
041,964+41,96405,5890.71%+5,589
TIDAL TRUST III
VIST ARTI IN ETF
022,461+22,46109410.12%+941
DOLBY LABORATORIES INC(DLB)012,071+12,07107250.09%+725
WESTERN DIGITAL CORP(WDC)02,678+2,67807240.09%+724
ISHARES TR
MSCI USA MIN ETF
015,811+15,81101,4660.19%+1,466
SIMPLIFY EXCHANGE TRADED FUN
PROPE OPPOR ETF
0151,920+151,92002,3630.30%+2,363
ASCENDIS PHARMA A/S(ASND)02,964+2,96406780.09%+678
CME GROUP INC(CME)02,246+2,24606630.08%+663
STATE STR SPDR S&P 500 ETF T(SPY)(Call)01,000+1,0000650+650
STATE STR SPDR S&P 500 ETF T(SPY)(Put)01,000+1,0000650+650
MEDTRONIC PLC(MDT)07,081+7,08106140.08%+614
MUELLER INDS INC(MLI)05,523+5,52306120.08%+612
TIDAL TRUST II
ROUNDHILL GENER
09,850+9,85006090.08%+609
SANDISK CORP(SNDK)0949+94906030.08%+603
GE VERNOVA INC(GEV)2,8282,785-431,8482,4310.31%+583
VALERO ENERGY CORP(VLO)03,649+3,64909020.11%+902
SELECT SECTOR SPDR TR(Call)
ST STR MATER ETF
011,500+11,5000575+575
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,464+1,46405740.07%+574
KRANESHARES TRUST017,505+17,50505740.07%+574
NEOS ETF TRUST
ENHANCED INCOME
034,449+34,44901,7040.22%+1,704
EXXON MOBIL CORP012,016+12,01602,0390.26%+2,039
INTERDIGITAL INC(IDCC)01,812+1,81205470.07%+547
VANGUARD STAR FDS043,181+43,18103,3300.42%+3,330
TALOS ENERGY INC(TALO)114,700114,70001,2641,8080.23%+544
DIREXION SHARES ETF TRUST015,996+15,99605370.07%+537
BANK AMERICA CORP(Put)011,000+11,0000536+536
GOLDMAN SACHS ETF TR05,318+5,31805330.07%+533
GOLDMAN SACHS GROUP INC(GS)02,291+2,29101,9380.25%+1,938
SIMPLIFY EXCHANGE TRADED FUN
TARGE 15 ETF
067,700+67,70001,5950.20%+1,595
GLOBAL X FDS
DATA CTR DIG ETF
020,532+20,53204920.06%+492
NEUBERGER BERMAN ETF TRUST
COMMO STRAT ETF
017,394+17,39404880.06%+488
VANGUARD INDEX FDS02,299+2,29901,3740.18%+1,374
USCF ETF TR
SUMMERHAVEN K1
017,342+17,34204720.06%+472
CHIRON REAL ESTATE INC023,499+23,49907770.10%+777
ISHARES INC(Put)011,500+11,5000456+456
SIMPLIFY EXCHANGE TRADED FUN
VETTAFI PRIVATE
075,514+75,51401,4890.19%+1,489
EA SERIES TRUST
WHIT PU LIST ETF
018,649+18,64904410.06%+441
WISDOMTREE TR(WT)017,863+17,86304280.05%+428
WISDOMTREE TR(WT)016,070+16,07004230.05%+423
ISHARES TR(Call)01,700+1,7000422+422
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