Meadowbrook Wealth Management, LLC ETF holdings
Garden City, NY
Reported $8.4M in 18 ETFs in its Form 13F for June 30, 2026.
ETF value
$8.4M
ETFs held
18
Change from prior quarter
+20.8%
With price moves
ETFs as a share of its 13F
9.1%
of $92.9M
Top 10 of 18 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | $1.3M | 22,838 | −936 shares |
| GPIQ | Goldman Sachs Nasdaq-100 Premium Income ETF | $1.2M | 21,414 | +61 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $699K | 937 | No change |
| AMLP | Alerian MLP ETF | $665K | 12,883 | +1,250 shares |
| XLE | State Street Energy Select Sector SPDR ETF | $496K | 9,385 | −3,056 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $448K | 2,887 | −52 shares |
| QYLD | Global X NASDAQ 100 Covered Call ETF | $405K | 22,100 | No change |
| IGV | iShares Expanded Tech-Software Sector ETF | $383K | 4,105 | New position |
| CGMS | Capital Group U.S. Multi-Sector Income ETF | $352K | 12,900 | New position |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $350K | 5,814 | −300 shares |
8 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002090468. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Meadowbrook Wealth Management, LLC own?
Meadowbrook Wealth Management, LLC reported 18 ETF positions worth $8.4M in its Form 13F for June 30, 2026. The largest was GPIX, at $1.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.