MeadowBrook Investment Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 194 distinct equity positions held by the firm.
The portfolio is heavily weighted toward large-cap technology and financial services companies. Microsoft Corporation is the largest individual holding, with 10,846 shares. Other top positions include Apple Inc. (23,010 shares), NVIDIA Corporation (27,140 shares), and Visa Inc. (4,808 shares). The portfolio also includes significant stakes in JPMorgan Chase & Co. (16,663 shares), Berkshire Hathaway Inc. (111 shares), and Wells Fargo & Co. (12,698 shares).
In addition to individual stocks, the filing reveals substantial allocations to exchange-traded funds (ETFs). The top ETF positions include the Invesco Exchange Traded Fund Trust II (35,312 shares), Schwab Strategic Trust ETFs (with holdings ranging from 9,272 to 167,845 shares), and various Vanguard index funds (with holdings ranging from 365 to 82,983 shares).
The filing indicates that all positions are held as sole voting power, with no shared voting or dispositive rights reported for any of the securities listed.
