Meadowbrook Wealth Management Portfolio Changes: Q2 2026 Focus on Technology and Financial Services

As of June 30th, 2026, Meadowbrook Wealth Management has released its latest portfolio activity report. This filing provides valuable insight into the investment strategy of this financial institution during Q2 2026.

Prominent Purchases in Q2

Meadowbrook Wealth Management demonstrated a clear focus on growth and strategic additions during the second quarter. The firm significantly increased its stake in several key holdings, reflecting confidence in certain sectors or specific companies.

• AAPL (Apple Inc.) saw an enormous increase of approximately 8890 shares, representing a staggering +94.58% change from the previous period and adding significantly to its existing Technology position valued at $5292105.
• The firm also notably added positions in other high-growth areas like PLTR (Palantir Technologies Inc.), acquiring all 10099 shares available, boosting the Technology allocation further. This action resulted in a new position with no change disclosed previously for this stock.
• COST (Costco Wholesale Corporation) was also acquired significantly by Meadowbrook, adding an undisclosed number of shares during Q2.

Strategic Disposals and Reduced Exposure

In contrast to its aggressive buying stance in some areas, Meadowbrook Wealth Management also strategically reduced exposure or disposed of certain holdings during the quarter. These actions might indicate a shift in focus or profit-taking on previous investments.

• The firm disposed of shares in MU (Murphy Oil Corporation) entirely, suggesting a complete exit from this position.
• CRTW (CRANE AND CO INC CL A), another previously held stock by Meadowbrook, was completely sold out during the quarter.

Mixed Activity in Technology and Consumer Cyclical Sectors

The investor's activities spanned various sectors. Within Technology, while they significantly increased their stake in AAPL (+94.58%) and added PLTR entirely (100% increase), they simultaneously disposed of shares in ABBV (-37.25%), indicating a more nuanced approach within this broad sector.

In the Consumer Cyclical space, Meadowbrook boosted its position in AMZN by +1.29%, acquiring 475 additional shares, and also increased its stake in SHOP (+62974) but decreased it slightly (-0.78%).

Focus on Income Funds and ETFs

Meadowbrook Wealth Management continued to show interest in fixed income vehicles during Q2.

• The firm acquired a substantial position in the PIMCO Dynamic Income Fund (PDI), increasing its stake by +183.84% through additional purchases of shares, adding $1848736 to this holding.
• Similarly, Meadowbrook increased its holdings in several other funds and ETFs:
• PDX (PIMCO Dynamic Income Strategy), acquiring all available shares (+100%) adding $245232.
• CGMS (Capital Group Fixed Income US Multi Sector Income ETF), buying all 12900 shares (+100%) adding $352428.

Diversification Across Sectors Remains a Priority

Despite focused activity, Meadowbrook maintained its portfolio's diversification across various sectors. The firm added shares to the PLTR Technology position and also increased exposure in Consumer Defensive (CBRL) by +570117.

Conclusion: Dynamic Portfolio Management

The Q2 2026 filing from Meadowbrook Wealth Management reveals a dynamic investment strategy focused on capitalizing on growth opportunities while strategically managing risk and potentially realizing gains. Their portfolio now includes significant positions in AAPL, PLTR, AMZN, SHOP, PDI, CGMS, and others.