Brooklyn Investment Group

Q2 2025 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Stella Binkevich - COO
Location
Brooklyn, NY
Holdings as of
June 30, 2025
Value $
$703M
Num holdings
3,301
Date filed
8/14/2025, 01:23 PM
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, AMZN, META, AGG, and GOOG.
Previous filing
Q1 2025 - May 13, 2025
Next filing
Q3 2025 - Nov 14, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 - Restatement compared to 2025 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Stella Binkevich COO Brooklyn, New York 8/14/2025

Other Included Managers (45):

Num Name Location File Number
1 Jordan Park Group LLC San Francisco, CA 028-18386
2 Wealth Watch Advisors, INC Englewood, CO
3 Red Crane Wealth Management, Llc San Francisco, CA 028-24754
4 Claro Advisors LLC Boston, MA
5 Integrated Wealth Concepts LLC Waltham, MA 028-18776
6 LONETREE WEALTH MANAGEMENT
7 Farther Finance Advisors, LLC San Francisco, CA 028-23383
8 May Hill Capital, LLC Cohasset, MA 028-24979
9 NOLET WEALTH MANAGEMENT, LLC
10 &Partners Nashville, TN
11 PATHWISE WEALTH PARTNERS, LLC
12 Optivise Advisory Services LLC Franklin, TN
13 Everest Management Corp. Cupertino, CA 028-25105
14 Resonant Capital Advisors, LLC Madison, WI
15 MANA FINANCIAL LIFE DESIGN, LLC
16 Commonwealth Financial Services, LLC Parkersburg, WV
17 Hantz Financial Services, Inc. Southfield, MI 028-22576
18 Hibernia Wealth Partners, LLC Baton Rouge, LA
19 Dynasty Wealth Management, LLC St. Petersburg, FL 028-18636
20 Edge Financial Advisors LLC Wheaton, IL
21 Luts & Greenleigh Group, Inc Bethesda, MD
22 TSG ADVICE PARTNERS, LLC
23 Paragon Private Wealth Management, LLC Lexington, KY
24 FourThought Financial Partners, LLC Venice, FL
25 Helium Advisors LLC Everett, WA
26 Boulay Financial Advisors, LLC Eden Prairie, MN
27 Dover Advisors, Llc Richmond, VA
28 Horan Capital Advisors, LLC. Cincinnati, OH
29 Proathlete Wealth Management Llc Boca Raton, FL
30 PROSPERO WEALTH, LLC
31 Stonegate Investment Group, LLC Birmingham, AL
32 DAUNTLESS ADVISORY, LLC
33 RFG Advisory, LLC Birmingham, AL
34 Armis Advisers, LLC Atlanta, GA
35 GLOBAL IMPACT WEALTH MANAGEMENT
36 GRACE FINANCIAL ADVISORS LLC
37 Exponent Wealth Inc.
38 Integrity Wealth Solutions LLC Denver, CO
39 Private Wealth Asset Management, LLC Cedar Rapids, IA
40 THREE BELL CAPITAL LLC
41 CRESCENT CAPITAL INC / DE
42 Wealth Advisors of Iowa, LLC West Des Moines, IA
43 Fortress Wealth Group, LLC Winter Park, FL
44 Sanctuary Advisors, LLC Indianapolis, IN
45 Integrated Wealth Concepts LLC Waltham, MA