Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Belpointe Asset Management

Latest statistics and disclosures from Belpointe Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are NOW, NVDA, QQQ, SPY, AAPL, and represent 16.32% of Belpointe Asset Management's stock portfolio.
Added to shares of these 10 stocks: IBTF (+$24M), SNTH (+$10M), SPY (+$8.1M), QQQ (+$7.5M), BALT (+$5.7M), GLTR, SPHY, SPMO, VONG, NDOW.
Started 134 new stock positions in ACMR, IBHG, DOCS, STFS, GLDI, NXT, CXSE, HURN, WYNN, LITE.
Reduced shares in these 10 stocks: XLK (-$24M), BIL (-$22M), PULS (-$5.4M), HEQT, IVV, CEF, CLSE, SLV, JEPQ, WWJD.
Sold out of its positions in YEAR, BTAL, ACI, AIG, AMSF, ELV, TEAM, BJ, Boeing Co Note M/w Clbl, CNI.
Belpointe Asset Management was a net buyer of stock by $93M.
Belpointe Asset Management has $2.6B in assets under management (AUM), dropping by 9.06%.
Central Index Key (CIK): 0001721242

Tip: Access up to 7 years of quarterly data

Positions held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Belpointe Asset Management

Belpointe Asset Management holds 982 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Belpointe Asset Management has 982 total positions. Only the first 250 positions are shown.

Sign up to view all of the Belpointe Asset Management Sept. 30, 2025 positions
Download the Belpointe Asset Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Servicenow (NOW)	6.0	$156M		170k	920.28	View chart
NVIDIA Corporation (NVDA)	2.7	$72M	+2%	384k	186.58	View chart
Invesco QQQ Trust Etf (QQQ)	2.7	$71M	+11%	118k	600.38	View chart
Spdr S&p 500 Etf Etf (SPY)	2.5	$66M	+14%	99k	666.19	View chart
Apple (AAPL)	2.4	$63M		247k	254.63	View chart
Schwab Strategic Tr Etf (SCHG)	2.2	$58M	+5%	1.8M	31.91	View chart
Collaborative Investmnt Ser Etf (NDOW)	1.9	$50M	+8%	1.9M	27.11	View chart
Microsoft Corporation (MSFT)	1.7	$44M	-3%	84k	517.96	View chart
Ishares Tr Etf (SGOV)	1.5	$39M		391k	100.70	View chart
Schwab Strategic Tr Etf (SCHX)	1.4	$38M	+4%	1.4M	26.34	View chart
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)	1.3	$34M	+5%	1.3M	26.30	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.2	$33M	-2%	53k	612.40	View chart
Badger Meter (BMI)	1.2	$32M		179k	178.58	View chart
Vanguard Index Fds Etf (VUG)	1.2	$31M	+7%	65k	479.62	View chart
Amazon (AMZN)	1.2	$31M	+4%	141k	219.57	View chart
Collaborative Investmnt Ser Etf (RSEE)	1.2	$30M		910k	33.08	View chart
Ishares Tr Etf (IBTF)	1.1	$29M	+459%	1.2M	23.36	View chart
Wisdomtree Tr Etf (DGRW)	1.1	$28M	+12%	318k	88.96	View chart
Facebook Inc cl a (META)	1.0	$27M	+4%	36k	734.41	View chart
Ishares Tr Etf (IVV)	1.0	$26M	-13%	38k	669.33	View chart
Spdr Series Trust Etf (SPHY)	0.9	$24M	+20%	1.0M	23.94	View chart
Vanguard Index Fds Etf (VOT)	0.8	$20M	+13%	69k	293.79	View chart
Tesla Motors (TSLA)	0.8	$20M	-6%	45k	444.72	View chart
Belpointe Prep Etf (OZ)	0.7	$20M		306k	64.00	View chart
Schwab Strategic Tr Etf (SCHF)	0.7	$20M	+3%	837k	23.28	View chart
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)	0.7	$19M	-53%	209k	91.75	View chart
Alphabet Inc Class A cs (GOOGL)	0.7	$18M	+5%	73k	243.11	View chart
Collaborative Investmnt Ser Etf (RTRE)	0.7	$17M	-10%	680k	25.41	View chart
Ishares Tr Etf (SHYG)	0.6	$16M	+12%	378k	43.30	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.6	$16M	+21%	50k	328.18	View chart
Berkshire Hathaway (BRK.B)	0.6	$16M	+4%	32k	502.75	View chart
Vanguard Scottsdale Fds Etf (VCIT)	0.6	$15M	+30%	184k	84.11	View chart
Spdr Series Trust Etf (SPLG)	0.6	$15M	+20%	192k	78.34	View chart
JPMorgan Chase & Co. (JPM)	0.6	$15M	-3%	47k	315.44	View chart
SPDR Gold Trust Etf (GLD)	0.6	$15M		41k	355.47	View chart
Vanguard Scottsdale Fds Etf (VCLT)	0.5	$14M	+26%	185k	77.65	View chart
Palantir Technologies (PLTR)	0.5	$14M	+2%	75k	182.42	View chart
General Electric (GE)	0.5	$13M	-3%	45k	300.83	View chart
Netflix (NFLX)	0.5	$13M		11k	1198.99	View chart
Vanguard Index Fds Etf (VO)	0.5	$13M	+3%	45k	293.74	View chart
Ishares Tr Etf (IJR)	0.5	$13M	+4%	110k	118.83	View chart
Collaborative Investmnt Ser Etf (GHTA)	0.5	$13M		406k	31.03	View chart
Ishares Tr Etf (IJT)	0.5	$12M	+22%	87k	141.50	View chart
Global X Funds Global X 1-3 Month T-Bill ETF Etf (CLIP)	0.5	$12M	+17%	120k	100.42	View chart
Alphabet Inc Class C cs (GOOG)	0.4	$12M		47k	243.56	View chart
Ishares Etf (EMXC)	0.4	$11M	+3%	167k	67.51	View chart
Collaborative Investmnt Ser Etf (RDFI)	0.4	$11M	-10%	464k	24.28	View chart
Tidal Trust Iii Etf (SNTH)	0.4	$11M	+2760%	354k	30.35	View chart
Spdr Index Shs Fds Etf (SPDW)	0.4	$11M		251k	42.79	View chart
SPDR Select Sector Fund - Technology Etf (XLK)	0.4	$10M	-70%	36k	281.87	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.4	$9.9M	+65%	82k	120.50	View chart
Ea Series Trust (ROE)	0.4	$9.2M		267k	34.57	View chart
J P Morgan Exchange Traded F Etf (JEPI)	0.3	$9.1M	-3%	159k	57.10	View chart
Northern Lts Fd Tr Iv Etf (PTL)	0.3	$9.0M		36k	249.26	View chart
Broadcom (AVGO)	0.3	$8.8M	-18%	27k	329.92	View chart
Spdr Index Shs Fds Etf (SPGM)	0.3	$8.6M	+2%	115k	74.90	View chart
Ishares Tr Etf (IJH)	0.3	$8.5M	-5%	131k	65.26	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.3	$8.5M	+4%	75k	113.88	View chart
Vanguard Total World Stock Index ETF Etf (VT)	0.3	$8.5M	+2%	62k	137.80	View chart
Strategy Etf (MPLY)	0.3	$8.4M	+3%	285k	29.45	View chart
Abbvie (ABBV)	0.3	$8.3M	+7%	36k	231.55	View chart
Vanguard World Etf (VGT)	0.3	$8.2M	-3%	11k	746.67	View chart
Costco Wholesale Corporation (COST)	0.3	$7.8M	+3%	8.5k	925.74	View chart
Ishares Tr Etf (IVW)	0.3	$7.5M	+4%	63k	120.72	View chart
Visa (V)	0.3	$7.5M	+8%	22k	341.38	View chart
Collaborative Investmnt Ser Etf (GHMS)	0.3	$7.4M	-4%	278k	26.58	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.3	$7.3M	-7%	269k	27.30	View chart
Ishares Tr Etf (IEFA)	0.3	$7.1M	+17%	81k	87.31	View chart
Collaborative Investmnt Ser Etf (SNAV)	0.3	$7.0M	+4%	202k	34.60	View chart
Oracle Corporation (ORCL)	0.3	$6.7M	-18%	24k	281.26	View chart
Sprott Asset Management Etf (PSLV)	0.2	$6.3M		404k	15.70	View chart
Vanguard Scottsdale Fds Etf (VGSH)	0.2	$6.3M	-14%	107k	58.85	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.2M	-7%	55k	112.75	View chart
Vanguard Scottsdale Fds Etf (VCSH)	0.2	$6.2M	+11%	77k	79.93	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	0.2	$5.9M	+9%	59k	100.25	View chart
Wal-Mart Stores (WMT)	0.2	$5.9M	+5%	57k	103.06	View chart
Innovator Etfs Trust Etf (PDEC)	0.2	$5.9M	-6%	140k	42.02	View chart
Parker-Hannifin Corporation (PH)	0.2	$5.8M		7.7k	758.15	View chart
Innovator Wealth Shield ETF Quarterly Buffer Etf (BALT)	0.2	$5.7M	NEW	172k	32.82	View chart
Ameren Corporation (AEE)	0.2	$5.6M		54k	104.38	View chart
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)	0.2	$5.5M	+253%	46k	121.06	View chart
Ishares Tr Etf (MBB)	0.2	$5.5M		58k	95.15	View chart
Home Depot (HD)	0.2	$5.5M		14k	405.23	View chart
Kingsway Finl Svcs (KFS)	0.2	$5.4M	-3%	372k	14.62	View chart
Spdr Series Trust Etf (SPYV)	0.2	$5.4M	+3%	98k	55.33	View chart
Invesco NASDAQ 100 ETF Etf (QQQM)	0.2	$5.4M		22k	247.13	View chart
McDonald's Corporation (MCD)	0.2	$5.4M	-2%	18k	303.90	View chart
WisdomTree Floating Rate Treasury Fund Etf (USFR)	0.2	$5.4M	-3%	107k	50.27	View chart
Simplify Exchange Traded Funds Simplify Managed Futures Strategy ETF Etf (CTA)	0.2	$5.3M	-4%	191k	27.97	View chart
Abrdn Precious Metals Basket Etf (GLTR)	0.2	$5.2M	+683%	32k	165.45	View chart
Goldman Sachs (GS)	0.2	$5.2M	-2%	6.5k	796.40	View chart
Waste Management (WM)	0.2	$5.0M		23k	220.84	View chart
Vanguard Index Fds Etf (VBR)	0.2	$5.0M	+8%	24k	208.72	View chart
Ishares Tr rus200 grw idx (IWY)	0.2	$5.0M	+28%	18k	273.66	View chart
Invesco Exchange Traded Fd T Etf (PPA)	0.2	$4.9M	-6%	32k	155.45	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$4.9M	+3%	10k	490.38	View chart
Chevron Corporation (CVX)	0.2	$4.9M	+28%	32k	155.30	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.2	$4.7M	-9%	50k	93.37	View chart
iShares Russell 2000 ETF Etf (IWM)	0.2	$4.7M	+19%	19k	241.97	View chart
Bristol Myers Squibb (BMY)	0.2	$4.7M	+42%	103k	45.10	View chart
Vaneck Etf Trust Etf (SMH)	0.2	$4.5M	+38%	14k	326.37	View chart
Ishares Tr Etf (IGM)	0.2	$4.5M		36k	125.95	View chart
Ishares Tr Etf (IVE)	0.2	$4.5M	+28%	22k	206.52	View chart
Innovator Etfs Trust Etf (PAPR)	0.2	$4.5M	+4%	116k	38.36	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.2	$4.4M	+12%	9.4k	468.41	View chart
Vanguard Index Fds Etf (VB)	0.2	$4.3M	+9%	17k	254.29	View chart
Verizon Communications (VZ)	0.2	$4.3M	+6%	98k	43.95	View chart
Qualcomm (QCOM)	0.2	$4.3M	+12%	26k	166.37	View chart
Vanguard Value ETF Etf (VTV)	0.2	$4.3M	-19%	23k	186.50	View chart
Ishares Tr Etf (ACWX)	0.2	$4.2M	+13%	65k	65.01	View chart
Ishares Tr Etf (MUB)	0.2	$4.2M	+6%	39k	106.49	View chart
At&t (T)	0.2	$4.1M	+13%	145k	28.24	View chart
Pgim Etf Tr Etf (PULS)	0.2	$4.0M	-57%	81k	49.83	View chart
Ishares Tr 0-5yr invt gr cp (SLQD)	0.2	$4.0M	+3%	79k	50.83	View chart
Procter & Gamble Company (PG)	0.2	$4.0M	-14%	26k	153.65	View chart
Ishares Tr Etf (IWB)	0.2	$4.0M	+109%	11k	365.50	View chart
First Trust NASDAQ-100-Technology Sector Index Fund Etf (QTEC)	0.2	$4.0M		17k	229.62	View chart
Pimco Etf Tr Etf (MUNI)	0.1	$3.9M	+27%	75k	52.28	View chart
VanEck Gold Miners ETF Etf (GDX)	0.1	$3.9M	-27%	51k	76.40	View chart
Wec Energy Group (WEC)	0.1	$3.8M	+4%	33k	114.59	View chart
Abbott Laboratories (ABT)	0.1	$3.8M		28k	133.94	View chart
MasterCard Incorporated (MA)	0.1	$3.8M	-20%	6.7k	568.84	View chart
Taiwan Semiconductor Manufacturing Company Etf (TSM)	0.1	$3.7M	+17%	13k	279.31	View chart
Johnson & Johnson (JNJ)	0.1	$3.7M	+30%	20k	185.43	View chart
Alerian MLP ETF Etf (AMLP)	0.1	$3.6M	+10%	78k	46.93	View chart
iShares Bitcoin Trust Etf (IBIT)	0.1	$3.6M	-7%	56k	65.00	View chart
Eli Lilly & Co. (LLY)	0.1	$3.6M	-16%	4.7k	763.14	View chart
Green Brick Partners (GRBK)	0.1	$3.6M	-2%	49k	73.86	View chart
Altria (MO)	0.1	$3.6M		54k	66.06	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.1	$3.6M	+102%	139k	25.71	View chart
Micron Technology (MU)	0.1	$3.6M	+25%	21k	167.32	View chart
Alibaba Group Holding (BABA)	0.1	$3.5M	+8%	20k	178.73	View chart
Global X Fds (SHLD)	0.1	$3.5M	-5%	50k	70.24	View chart
SPDR Select Sector Fund - Financial Etf (XLF)	0.1	$3.4M	-16%	63k	53.87	View chart
Newmont Mining Corporation (NEM)	0.1	$3.4M	+4%	40k	84.31	View chart
First Trust Long/Short Equity ETF Etf (FTLS)	0.1	$3.3M	-19%	48k	69.95	View chart
Lowe's Companies (LOW)	0.1	$3.3M		13k	251.33	View chart
Ishares Tr Etf (ICF)	0.1	$3.3M	+6%	53k	61.62	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.3M	-28%	20k	167.33	View chart
Cisco Systems (CSCO)	0.1	$3.2M	-21%	47k	68.42	View chart
SPDR Select Sector Fund - Health Care Etf (XLV)	0.1	$3.2M	-7%	23k	139.17	View chart
W.R. Berkley Corporation (WRB)	0.1	$3.2M		41k	76.62	View chart
J P Morgan Exchange Traded F Etf (JEPQ)	0.1	$3.1M	-44%	54k	57.52	View chart
UnitedHealth (UNH)	0.1	$3.1M	-18%	9.0k	345.35	View chart
Neos Etf Trust Etf (SPYI)	0.1	$3.1M	+367%	60k	52.30	View chart
Nextera Energy (NEE)	0.1	$3.1M	+3%	41k	75.49	View chart
Sprott Asset Management Etf (PHYS)	0.1	$3.1M	+8%	105k	29.62	View chart
Spdr Index Shs Fds Etf (FEZ)	0.1	$3.1M		49k	62.12	View chart
Palo Alto Networks (PANW)	0.1	$3.1M	+38%	15k	203.62	View chart
Pacer Fds Tr Etf (FLRT)	0.1	$3.0M	+504%	64k	47.39	View chart
Pacer Fds Tr Etf (ICOW)	0.1	$3.0M	NEW	83k	36.42	View chart
Morgan Stanley (MS)	0.1	$3.0M	+432%	19k	158.97	View chart
Capital Grp Fixed Incm Etf T Etf (CGCP)	0.1	$3.0M	-2%	133k	22.72	View chart
Bank of America Corporation (BAC)	0.1	$3.0M		58k	51.59	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	0.1	$2.9M	+360%	58k	50.73	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.9M		5.8k	499.25	View chart
Uber Technologies (UBER)	0.1	$2.9M	-10%	30k	97.97	View chart
Pfizer (PFE)	0.1	$2.9M	-6%	113k	25.48	View chart
Philip Morris International (PM)	0.1	$2.8M	-16%	18k	162.20	View chart
Walt Disney Company (DIS)	0.1	$2.8M	+4%	25k	114.50	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.8M		15k	183.73	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.1	$2.8M	-8%	29k	96.46	View chart
Vistra Energy (VST)	0.1	$2.8M	-10%	14k	195.93	View chart
Direxion Shs Etf Tr Etf (SPDN)	0.1	$2.8M		292k	9.61	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	0.1	$2.8M	-37%	39k	71.37	View chart
Pepsi (PEP)	0.1	$2.8M	+12%	20k	140.44	View chart
International Business Machines (IBM)	0.1	$2.7M	+33%	9.7k	282.17	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.1	$2.7M	+32%	40k	67.83	View chart
Invesco Exchange Traded Fd T Etf (RSP)	0.1	$2.7M		14k	189.71	View chart
iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG)	0.1	$2.7M	+6%	33k	81.19	View chart
Pacer Fds Tr Etf (PALC)	0.1	$2.6M	+60%	50k	51.77	View chart
Vanguard Star Fds Etf (VXUS)	0.1	$2.6M	+19%	35k	73.46	View chart
Vanguard Specialized Funds Etf (VIG)	0.1	$2.6M	-4%	12k	215.81	View chart
Blackrock (BLK)	0.1	$2.6M	+2%	2.2k	1166.04	View chart
iShares Short Duration Bond Active ETF Etf (NEAR)	0.1	$2.6M	-8%	50k	51.28	View chart
Advanced Micro Devices (AMD)	0.1	$2.6M	-16%	16k	161.80	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.1	$2.5M		47k	54.18	View chart
Bitwise Bitcoin Etf Tr Etf (BITB)	0.1	$2.5M	+204%	41k	62.22	View chart
EXACT Sciences Corporation (EXAS)	0.1	$2.5M	-9%	46k	54.71	View chart
Innovator Etfs Trust Etf (BAPR)	0.1	$2.5M	+4%	54k	46.91	View chart
Applovin Corp Class A (APP)	0.1	$2.5M	+15%	3.5k	718.54	View chart
Boeing Company (BA)	0.1	$2.5M	-20%	12k	215.83	View chart
Coca-Cola Company (KO)	0.1	$2.5M		38k	66.32	View chart
Union Pacific Corporation (UNP)	0.1	$2.4M	+15%	10k	236.38	View chart
Collaborative Investmnt Ser (BEGS)	0.1	$2.4M		63k	38.93	View chart
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF Etf (SPEM)	0.1	$2.4M	+11%	52k	46.81	View chart
Citigroup (C)	0.1	$2.4M	-34%	24k	101.50	View chart
Lam Research (LRCX)	0.1	$2.4M		18k	133.90	View chart
Northern Lts Fd Tr Iv Etf (FDLS)	0.1	$2.4M	NEW	69k	34.92	View chart
Northern Lts Fd Tr Iv Etf (IBD)	0.1	$2.4M	NEW	98k	24.15	View chart
Air Products & Chemicals (APD)	0.1	$2.4M		8.6k	272.74	View chart
Angel Oak Income ETF (CARY)	0.1	$2.3M	-14%	112k	20.91	View chart
Northern Lts Fd Tr Iv intrntinl esg (WWJD)	0.1	$2.3M	-50%	66k	35.27	View chart
Honeywell International (HON)	0.1	$2.3M		11k	210.50	View chart
iShares MSCI Emerging Index Fund Etf (EEM)	0.1	$2.3M	-14%	44k	53.40	View chart
Global X Artificial Intelligence & Technology ETF Etf (AIQ)	0.1	$2.3M	-13%	47k	49.39	View chart
Arista Networks (ANET)	0.1	$2.3M	+123%	16k	145.71	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.1	$2.3M	-21%	40k	57.47	View chart
Ark 21shares Bitcoin Etf Etf (ARKB)	0.1	$2.3M	-7%	60k	38.02	View chart
Abrdn Palladium Etf Trust Etf (PALL)	0.1	$2.3M	-4%	20k	114.17	View chart
Vanguard Consumer Staples ETF (VDC)	0.1	$2.3M	+7%	11k	213.73	View chart
Ishares Tr Etf (ILF)	0.1	$2.3M	NEW	78k	28.89	View chart
Global X Fds Etf (QYLD)	0.1	$2.3M	-2%	132k	17.01	View chart
AmerisourceBergen (COR)	0.1	$2.2M		7.2k	312.54	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.2M	-12%	4.6k	485.11	View chart
Ishares Tr Etf (FLOT)	0.1	$2.2M	-16%	44k	51.09	View chart
Ishares Tr Etf (ICSH)	0.1	$2.2M	-5%	44k	50.75	View chart
Innventure (INV)	0.1	$2.2M	+276%	381k	5.79	View chart
salesforce (CRM)	0.1	$2.2M		9.2k	237.00	View chart
Invesco Actively Managed Exc Etf (GSY)	0.1	$2.1M	-3%	43k	50.23	View chart
JPMorgan Active Growth ETF Etf (JGRO)	0.1	$2.1M	-10%	23k	93.75	View chart
Spdr Series Trust Etf (SDY)	0.1	$2.1M	-4%	15k	140.06	View chart
Listed Fds Tr Etf (MAGS)	0.1	$2.1M	-3%	33k	64.86	View chart
First Tr Exchange Traded Etf (CIBR)	0.1	$2.1M		28k	76.01	View chart
Ast Spacemobile Inc Com Cl A (ASTS)	0.1	$2.1M		42k	49.08	View chart
Astera Labs (ALAB)	0.1	$2.1M		11k	195.80	View chart
Ishares Tr Etf (USHY)	0.1	$2.1M	-4%	55k	37.78	View chart
Ishares Tr Etf (MTUM)	0.1	$2.1M	+88%	8.1k	256.47	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.1	$2.1M	+10%	34k	59.92	View chart
First Trust Large Cap Core Alp Fnd (FEX)	0.1	$2.0M		18k	116.82	View chart
Robinhood Mkts (HOOD)	0.1	$2.0M	-35%	14k	143.18	View chart
Invesco Exchange Traded Fd T Etf (XMMO)	0.1	$2.0M		15k	135.23	View chart
S&p Global (SPGI)	0.1	$2.0M	+2%	4.1k	486.71	View chart
First Tr Exchange-traded Etf (FTGS)	0.1	$2.0M	+10%	55k	35.91	View chart
JPMorgan Intl Research Enhanced Equity ETF Etf (JIRE)	0.1	$1.9M	+4%	27k	73.54	View chart
Realty Income (O)	0.1	$1.9M	-17%	32k	60.79	View chart
Spdr Series Trust Etf (SPYG)	0.1	$1.9M	-4%	19k	104.51	View chart
Ark Etf Tr Etf (ARKK)	0.1	$1.9M	+343%	22k	86.30	View chart
Ea Series Trust (BOXX)	0.1	$1.9M	-27%	17k	113.87	View chart
Invesco Exch Traded Fd Tr Ii Etf (RWJ)	0.1	$1.9M	+39%	39k	48.30	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.1	$1.9M	-26%	355k	5.30	View chart
KLA-Tencor Corporation (KLAC)	0.1	$1.9M		1.7k	1078.76	View chart
Innovator Etfs Trust Etf (ZALT)	0.1	$1.9M	+587%	59k	31.88	View chart
SYSCO Corporation (SYY)	0.1	$1.9M		23k	82.34	View chart
JPMorgan Core Plus Bond ETF Etf (JCPB)	0.1	$1.9M		39k	47.55	View chart
Ishares Tr Etf (IBB)	0.1	$1.8M	+83%	13k	144.37	View chart
Celestica (CLS)	0.1	$1.8M	+240%	7.5k	246.38	View chart
Constellation Energy (CEG)	0.1	$1.8M	+7%	5.6k	329.07	View chart
Travelers Companies (TRV)	0.1	$1.8M	+20%	6.5k	279.24	View chart
Affirm Hldgs (AFRM)	0.1	$1.8M	+43%	25k	73.08	View chart
Pacer Fds Tr Etf (ECOW)	0.1	$1.8M	+599%	74k	24.44	View chart
Cme (CME)	0.1	$1.8M	-3%	6.7k	270.23	View chart
Cambria Etf Tr Etf (SYLD)	0.1	$1.8M	+49%	26k	68.66	View chart
Amgen (AMGN)	0.1	$1.8M	-2%	6.4k	282.22	View chart
Ishares Tr Etf (STIP)	0.1	$1.8M	+19%	17k	103.36	View chart
Pimco Dynamic Income Oprnts Etf (PDO)	0.1	$1.8M	+19%	127k	14.12	View chart
SPDR Select Sector Fund - Industrial Etf (XLI)	0.1	$1.8M	-25%	12k	154.24	View chart
Ishares Tr Etf (IWR)	0.1	$1.8M		19k	96.55	View chart
First Tr Exchange Traded Etf (ROBT)	0.1	$1.8M	-2%	33k	52.89	View chart
Ishares Tr Etf (IBMO)	0.1	$1.8M	+45%	69k	25.66	View chart

Past Filings by Belpointe Asset Management

SEC 13F filings are viewable for Belpointe Asset Management going back to 2017

Belpointe Asset Management 2025 Q3 filed Nov. 3, 2025
Belpointe Asset Management 2025 Q2 filed July 22, 2025
Belpointe Asset Management 2025 Q1 filed May 20, 2025
Belpointe Asset Management 2024 Q4 filed Feb. 13, 2025
Belpointe Asset Management 2024 Q3 filed Nov. 13, 2024
Belpointe Asset Management 2024 Q2 filed Aug. 2, 2024
Belpointe Asset Management 2024 Q1 filed May 8, 2024
Belpointe Asset Management 2023 Q3 filed Nov. 15, 2023
Belpointe Asset Management 2023 Q2 filed Aug. 15, 2023
Belpointe Asset Management 2023 Q1 filed May 15, 2023
Belpointe Asset Management 2022 Q4 filed Feb. 8, 2023
Belpointe Asset Management 2022 Q3 filed Nov. 14, 2022
Belpointe Asset Management 2022 Q2 filed Aug. 2, 2022
Belpointe Asset Management 2022 Q1 filed April 28, 2022
Belpointe Asset Management 2021 Q4 filed Feb. 15, 2022
Belpointe Asset Management 2021 Q3 filed Nov. 15, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z