Meadowbrook Wealth Management, LLC

GARDEN CITY, NY · CIK 2090468 · 13F filing filed 2026-07-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyGarden City, NY

$92.9m reported value +23.0% vs Q1 2026

81positions

48.2%in top 10

23 new 13 added 33 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	37,435	$8.9m9.61%	9.61%	Added +475	+475 1.3%
2	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	54,614	$6.2m6.72%	6.72%	Reduced -429	-429 -0.8%
3	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	21,390	$5.9m6.36%	6.36%	Added +2.9k	+2,883 15.6%
4	APPLE INC COM AAPL	AAPL	18,289	$5.3m5.70%	5.70%	Added +8.9k	+8,890 94.6%
5	APPLOVIN CORP COM CL A APP	APP	7,997	$4.1m4.44%	4.44%	Reduced -3	-3 -0.0%
6	ELI LILLY & CO COM LLY	LLY	3,268	$3.9m4.22%	4.22%	Added +1.7k	+1,718 110.8%
7	ABBVIE INC COM ABBV	ABBV	13,054	$3.3m3.54%	3.54%	Reduced -7.8k	-7,750 -37.2%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,905	$2.5m2.66%	2.66%	Added +290	+290 4.4%
9	GE AEROSPACE COM NEW GE	GE	6,250	$2.3m2.52%	2.52%	Reduced -2.6k	-2,635 -29.7%
10	VISA INC COM CL A V	V	6,657	$2.3m2.46%	2.46%	Reduced -81	-81 -1.2%
11	MICROSOFT CORP COM MSFT	MSFT	6,091	$2.3m2.45%	2.45%	Reduced -931	-931 -13.3%
12	GOLDMAN SACHS GROUP INC COM GS	GS	2,232	$2.3m2.43%	2.43%	Added +640	+640 40.2%
13	JPMORGAN CHASE & CO COM JPM	JPM	6,423	$2.1m2.26%	2.26%	Reduced -60	-60 -0.9%
14	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	2,549	$1.9m2.09%	2.09%	Added +25	+25 1.0%
15	NVIDIA CORPORATION COM NVDA	NVDA	9,539	$1.9m2.03%	2.03%	Reduced -7.7k	-7,725 -44.8%
16	PIMCO DYNAMIC INCOME FD SHS PDI	PDI	110,570	$1.8m1.99%	1.99%	New
17	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	16,882	$1.8m1.98%	1.98%	Added +1.7k	+1,692 11.1%
18	BROADCOM INC COM AVGO	AVGO	4,940	$1.8m1.96%	1.96%	Reduced -125	-125 -2.5%
19	SIMON PPTY GROUP INC NEW COM SPG	SPG	7,105	$1.6m1.71%	1.71%	Added +1.8k	+1,755 32.8%
20	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	10,099	$1.3m1.37%	1.37%	New
21	GOLDMAN SACHS ETF TR S&P 500 PREMIUM GPIX	GPIX	22,838	$1.3m1.36%	1.36%	Reduced -936	-936 -3.9%
22	GOLDMAN SACHS ETF TR NASDAQ-100 PREMI GPIQ	GPIQ	21,414	$1.2m1.34%	1.34%	Added +61	+61 0.3%
23	REDDIT INC CL A RDDT	RDDT	6,111	$1.2m1.30%	1.30%	Reduced -765	-765 -11.1%
24	COREWEAVE INC COM CL A CRWV	CRWV	13,282	$1.1m1.23%	1.23%	Reduced -193	-193 -1.4%
25	META PLATFORMS INC CL A META	META	1,570	$962.3k1.04%	1.04%	Reduced -391	-391 -19.9%
26	TJX COS INC NEW COM TJX	TJX	6,028	$912.3k0.98%	0.98%	Reduced -100	-100 -1.6%
27	CAPITAL ONE FINL CORP COM COF	COF	4,107	$841.2k0.91%	0.91%	New
28	CATERPILLAR INC COM CAT	CAT	835	$827.8k0.89%	0.89%	Reduced -475	-475 -36.3%
29	ABBOTT LABS COM ABT	ABT	8,900	$820.4k0.88%	0.88%	Reduced -170	-170 -1.9%
30	EATON CORP PLC SHS ETN	ETN	1,825	$752.5k0.81%	0.81%	New
31	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	937	$698.8k0.75%	0.75%	Unchanged
32	ALPS ETF TR ALERIAN MLP AMLP	AMLP	12,883	$665.0k0.72%	0.72%	Added +1.2k	+1,250 10.8%
33	MASTERCARD INCORPORATED CL A MA	MA	1,230	$642.6k0.69%	0.69%	Added +70	+70 6.0%
34	STARBUCKS CORP COM SBUX	SBUX	5,675	$586.7k0.63%	0.63%	New
35	RLJ LODGING TR CUM CONV PFD A RLJ 1.95 PERP A	RLJ 1.95 PERP A	23,360	$577.9k0.62%	0.62%	New
36	PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS PDO	PDO	43,270	$573.8k0.62%	0.62%	New
37	UBER TECHNOLOGIES INC COM UBER	UBER	7,734	$562.0k0.61%	0.61%	Reduced -1.3k	-1,270 -14.1%
38	DUKE ENERGY CORP NEW COM NEW DUK	DUK	4,436	$557.9k0.60%	0.60%	Added +990	+990 28.7%
39	MARVELL TECHNOLOGY INC COM MRVL	MRVL	2,015	$548.2k0.59%	0.59%	New
40	BOOKING HOLDINGS INC COM BKNG	BKNG	3,000	$547.9k0.59%	0.59%	Reduced -500	-500 -14.3%
41	CRACKER BARREL OLD CTRY STOR COM CBRL	CBRL	9,621	$530.1k0.57%	0.57%	New
42	CUMMINS INC COM CMI	CMI	765	$522.0k0.56%	0.56%	Unchanged
43	EATON VANCE MUNI INCOME TRUS SH BEN INT EVN	EVN	44,806	$502.3k0.54%	0.54%	New
44	SELECT SECTOR SPDR TR ENERGY XLE	XLE	9,385	$495.6k0.53%	0.53%	Reduced -3.1k	-3,056 -24.6%
45	GLOBALFOUNDRIES INC ORDINARY SHARES GFS	GFS	6,320	$488.1k0.53%	0.53%	New
46	MICRON TECHNOLOGY INC COM MU	MU	462	$476.9k0.51%	0.51%	Reduced -1.0k	-1,015 -68.7%
47	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	2,887	$448.4k0.48%	0.48%	Reduced -52	-52 -1.8%
48	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	23,500	$447.7k0.48%	0.48%	New
49	REALTY INCOME CORP COM O	O	6,603	$408.2k0.44%	0.44%	Reduced -80	-80 -1.2%
50	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	22,100	$404.5k0.44%	0.44%	Unchanged
51	ISHARES TR EXPANDED TECH IGV	IGV	4,105	$383.2k0.41%	0.41%	New
52	CONSOLIDATED EDISON INC COM ED	ED	3,387	$375.8k0.40%	0.40%	Reduced -1.5k	-1,500 -30.7%
53	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	12,900	$352.4k0.38%	0.38%	New
54	APPLIED DIGITAL CORP COM NEW APLD	APLD	9,918	$352.3k0.38%	0.38%	Reduced -2.6k	-2,615 -20.9%
55	SERVICENOW INC COM NOW	NOW	3,310	$350.2k0.38%	0.38%	Reduced -175	-175 -5.0%
56	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	5,814	$350.0k0.38%	0.38%	Reduced -300	-300 -4.9%
57	DIREXION SHS ETF TR DAILY NYSE FANG FNGG	FNGG	1,500	$339.9k0.37%	0.37%	New
58	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	13,908	$335.0k0.36%	0.36%	Reduced -1.1k	-1,105 -7.4%
59	RESTAURANT BRANDS INTL INC COM QSR	QSR	4,640	$331.6k0.36%	0.36%	Unchanged
60	KIMBERLY-CLARK CORP COM KMB	KMB	2,800	$312.0k0.34%	0.34%	New
61	WALMART INC COM WMT	WMT	2,704	$294.2k0.32%	0.32%	Reduced -720	-720 -21.0%
62	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	473	$293.5k0.32%	0.32%	New
63	CVS HEALTH CORP COM CVS	CVS	2,775	$290.8k0.31%	0.31%	Reduced -1.6k	-1,600 -36.6%
64	ISHARES TR 3 7 YR TREAS BD IEI	IEI	2,387	$279.5k0.30%	0.30%	Unchanged
65	NAVITAS SEMICONDUCTOR CORP SMALL US VAL EQ SMALL US VAL EQ		16,650	$275.2k0.30%	0.30%	New
66	MCDONALDS CORP COM MCD	MCD	981	$264.3k0.28%	0.28%	Unchanged
67	COSTCO WHSL CORP NEW COM COST	COST	285	$263.5k0.28%	0.28%	Reduced -1.3k	-1,305 -82.1%
68	BOEING CO COM BA	BA	1,170	$255.7k0.28%	0.28%	Reduced -2.2k	-2,225 -65.5%
69	EXXON MOBIL CORP COM XOM	XOM	1,805	$246.0k0.26%	0.26%	Unchanged
70	PIMCO DYNAMIC INCOME STRATEG COM SHS BEN INT PDX	PDX	11,700	$245.2k0.26%	0.26%	New
71	DOMINION ENERGY INC COM D	D	3,600	$244.0k0.26%	0.26%	Reduced -1.1k	-1,050 -22.6%
72	ARK ETF TR INNOVATION ETF ARKK	ARKK	2,865	$234.5k0.25%	0.25%	New
73	UNITED RENTALS INC COM URI	URI	207	$230.1k0.25%	0.25%	New
74	STRATEGY SHS NS 7HANDL IDX HNDL	HNDL	10,100	$229.7k0.25%	0.25%	Unchanged
75	TIDAL TRUST II YIELDMAX NVDA NVDY	NVDY	18,285	$226.4k0.24%	0.24%	Unchanged
76	ALLSTATE CORP COM ALL	ALL	900	$218.8k0.24%	0.24%	New
77	FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF JUNE 0 0		8,010	$215.7k0.23%	0.23%	Unchanged
78	AMKOR TECHNOLOGY INC COM AMKR	AMKR	2,695	$215.6k0.23%	0.23%	New
79	TESLA INC COM TSLA	TSLA	485	$206.3k0.22%	0.22%	Reduced -75	-75 -13.4%
80	NEXTERA ENERGY INC COM NEE	NEE	2,365	$204.3k0.22%	0.22%	Unchanged
81	ISHARES TR 7-10 YR TRSY BD IEF	IEF	2,125	$200.0k0.22%	0.22%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GE VERNOVA INC GEV	GEV	1,603	$1.4m1.6k shares
CORNING INC GLW	GLW	9,350	$1.3m9.3k shares
FIVE BELOW INC FIVE	FIVE	4,067	$929.2k4.1k shares
NETFLIX INC NFLX	NFLX	7,547	$725.6k7.5k shares
T-MOBILE US INC TMUS	TMUS	2,532	$531.8k2.5k shares
ARM HOLDINGS PLC ARM	ARM	2,815	$425.9k2.8k shares
VANGUARD INSTL INDEX FD VBIL	VBIL	5,300	$400.9k5.3k shares