Brooklyn FI, LLC has made headlines with its latest 13F-HR filing, which details its investment holdings as of September 30, 2026. This report is crucial for understanding the firm's financial strategies and market positioning. The filing indicates a diverse portfolio with significant stakes in several major corporations, including technology and healthcare firms.

Brooklyn FI, LLC is a New York-based investment firm that specializes in managing a variety of assets. The company is known for its strategic investments across different sectors, as evidenced by its recent filings. The firm has been active in the investment management space, with its latest filing dated November 5, 2026, showcasing its holdings as of the end of the third quarter.

What the Filing Says

The recent filing reveals that Brooklyn FI, LLC holds a total of $686,341,416 in investments across 127 different positions. Some of the notable companies in its portfolio include:

  • Abbott Laboratories - 3,945 shares valued at $455,687
  • Alphabet Inc - 7,021 shares valued at $2,028,451
  • Amazon.com Inc - 9,194 shares valued at $2,445,880
  • Apple Inc - 13,656 shares valued at $4,773,015
  • NVIDIA Corporation - 17,927 shares valued at $3,587,759

These figures illustrate Brooklyn FI's focus on large-cap stocks, particularly in the technology and healthcare sectors, which are known for their growth potential.

Impact

This filing may have implications for various stakeholders, including investors, analysts, and competitors. Investors can gain insights into Brooklyn FI's strategic choices and market outlook based on its portfolio composition. Analysts may use this information to assess market trends and the performance of specific sectors. Competitors in the investment management industry may also view this filing as a benchmark for evaluating their own strategies and positioning.

What's Next

The filing does not specify what actions Brooklyn FI, LLC plans to take next. However, it is expected that the firm will continue to adjust its portfolio based on market conditions and investment opportunities.

For those interested in the full details of Brooklyn FI, LLC's investments, the complete filing can be accessed through the SEC's EDGAR database under accession number 0001916123-26-000004.