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Belpointe Asset Management

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

Top 5 stock holdings are QQQ, SPY, NVDA, AAPL, NDOW, and represent 13.12% of Belpointe Asset Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$28M), VO (+$12M), CGGO (+$10M), VGT (+$6.9M), VOO (+$5.5M), SNTH (+$5.4M), NVDA (+$5.2M), NDOW, KLAC, PATN.
Started 183 new stock positions in OSCR, DD, CGDG, MUR, NUKZ, DAL, GARP, GRID, COHR, RGA.
Reduced shares in these 10 stocks: SPY (-$32M), QQQ (-$15M), BIL (-$13M), PLGI (-$7.9M), SPHY (-$6.9M), MU (-$6.9M), AEE (-$6.0M), BINC, CRDO, EMXC.
Sold out of its positions in BTAL, ATYR, HDGE, AWF, AEE, UYLD, ADM, TEAM, BJ, ETHW.
Belpointe Asset Management was a net buyer of stock by $90M.
Belpointe Asset Management has $3.1B in assets under management (AUM), dropping by 11.72%.
Central Index Key (CIK): 0001721242

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Portfolio Holdings for Belpointe Asset Management

Belpointe Asset Management holds 1121 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Belpointe Asset Management has 1121 total positions. Only the first 250 positions are shown.

Sign up to view all of the Belpointe Asset Management June 30, 2026 positions
Download the Belpointe Asset Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco QQQ Trust Etf (QQQ)	3.0	$92M	-13%	125k	736.40	View chart
Spdr S&p 500 Etf Etf (SPY)	2.9	$89M	-26%	119k	746.78	View chart
NVIDIA Corporation (NVDA)	2.6	$80M	+6%	397k	200.09	View chart
Apple (AAPL)	2.4	$74M		257k	289.36	View chart
Anydrus Advantage Etf Etf (NDOW)	2.2	$67M	+7%	2.3M	29.60	View chart
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)	2.1	$64M		1.9M	33.84	View chart
Nelson Select Etf (NELS)	1.7	$53M	+8%	1.9M	28.73	View chart
Collaborative Investmnt Ser Etf (PLGI)	1.6	$50M	-13%	2.1M	24.20	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.4	$44M	+14%	64k	686.83	View chart
Amazon (AMZN)	1.4	$43M		179k	238.34	View chart
Microsoft Corporation (MSFT)	1.3	$39M	+6%	104k	373.03	View chart
Schwab Strategic Tr Etf (SCHX)	1.3	$39M	-2%	1.3M	29.43	View chart
Rareview Total Return Bond Etf Etf (RTRE)	1.3	$38M	+8%	1.5M	24.99	View chart
Ishares Tr Etf (IVV)	1.2	$36M	-2%	48k	748.91	View chart
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)	1.2	$36M		1.1M	31.10	View chart
Rareview Systematic Equity Etf Etf (RSEE)	1.2	$36M	-4%	900k	39.55	View chart
Vanguard Index Fds Etf (VUG)	1.1	$33M	+482%	388k	86.14	View chart
Wisdomtree Tr Etf (DGRW)	1.0	$31M		327k	95.62	View chart
Alphabet Inc Class A cs (GOOGL)	0.9	$29M		80k	357.38	View chart
Schwab Strategic Tr Etf (SCHF)	0.9	$28M		1.0M	27.70	View chart
Badger Meter (BMI)	0.9	$27M		179k	148.38	View chart
Spdr Series Trust Etf (SPYM)	0.8	$24M	+18%	274k	87.88	View chart
Ishares Tr Etf (IJR)	0.8	$24M	+10%	161k	148.31	View chart
Facebook Inc cl a (META)	0.7	$23M	+16%	41k	563.33	View chart
Tidal Trust Iii Etf (SNTH)	0.7	$21M	+35%	702k	29.73	View chart
iShares Flexible Income Active ETF Etf (BINC)	0.7	$20M	-17%	387k	52.34	View chart
Tesla Motors (TSLA)	0.7	$20M	-2%	48k	420.60	View chart
Vanguard Scottsdale Fds Etf (VCIT)	0.6	$19M		232k	82.65	View chart
General Electric (GE)	0.6	$19M	+13%	51k	373.73	View chart
Berkshire Hathaway (BRK.B)	0.6	$19M	+6%	38k	500.39	View chart
Ishares Etf (EMXC)	0.6	$19M	-14%	183k	102.30	View chart
Spdr Index Shs Fds Etf (SPDW)	0.6	$19M		370k	50.39	View chart
Alphabet Inc Class C cs (GOOG)	0.6	$18M		50k	353.34	View chart
Collaborative Investmnt Ser Etf (RDFI)	0.6	$17M		731k	23.82	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.5	$16M	-2%	44k	370.06	View chart
Vanguard Index Fds Etf (VO)	0.5	$16M	+306%	203k	80.57	View chart
JPMorgan Chase & Co. (JPM)	0.5	$16M	+8%	48k	327.34	View chart
Micron Technology (MU)	0.5	$15M	-30%	13k	1154.36	View chart
Ishares Tr Etf (SHYG)	0.5	$14M	+9%	337k	42.41	View chart
Spdr Series Trust Etf (SPHY)	0.5	$14M	-33%	599k	23.44	View chart
Vanguard Index Fds Etf (VOT)	0.4	$13M		43k	306.31	View chart
Spdr Gold Tr Gold Etf (GLD)	0.4	$13M	-8%	35k	368.38	View chart
Goose Hollow Tactical Allocation Etf Etf (GHTA)	0.4	$13M	+2%	414k	30.67	View chart
J P Morgan Exchange Traded F Etf (JEPI)	0.4	$12M	+8%	216k	56.48	View chart
Ishares Tr Etf (IJH)	0.4	$12M	-8%	156k	77.11	View chart
Northern Lts Fd Tr Iv Etf (PTL)	0.4	$12M		41k	286.09	View chart
Abbvie (ABBV)	0.4	$12M	+7%	47k	251.65	View chart
Capital Group Gbl Growth Eqt Etf (CGGO)	0.4	$12M	+651%	277k	42.33	View chart
Ishares Tr Etf (EFG)	0.4	$11M	+3%	92k	124.42	View chart
Visa (V)	0.4	$11M	+19%	33k	343.11	View chart
iShares Core U.S. Aggregate Bond ETF Etf (AGG)	0.4	$11M	+6%	114k	98.98	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.4	$11M	+22%	353k	31.71	View chart
Costco Wholesale Corporation (COST)	0.4	$11M	+2%	12k	935.52	View chart
Vanguard Total World Stock Index ETF Etf (VT)	0.3	$10M		65k	156.95	View chart
Ishares Tr Etf (MUB)	0.3	$9.9M	+23%	92k	107.62	View chart
Belpointe Prep Etf (OZ)	0.3	$9.9M	-3%	218k	45.29	View chart
Broadcom (AVGO)	0.3	$9.8M	+8%	26k	377.77	View chart
State Street SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)	0.3	$9.7M	-57%	106k	91.64	View chart
Select Sector Spdr Tr Etf (XLK)	0.3	$9.7M	+18%	51k	190.52	View chart
Collaborative Investment Ser Tr Etf (SNAV)	0.3	$9.7M	+12%	252k	38.57	View chart
Exxon Mobil Corporation (XOM)	0.3	$9.4M	+10%	69k	136.72	View chart
VanEck Semiconductor ETF Etf (SMH)	0.3	$9.0M	+2%	14k	655.90	View chart
Invesco NASDAQ 100 ETF Etf (QQQM)	0.3	$8.9M	+70%	29k	302.99	View chart
Eli Lilly & Co. (LLY)	0.3	$8.9M	+17%	7.4k	1199.56	View chart
Spdr Index Shs Fds Etf (SPGM)	0.3	$8.8M		102k	85.67	View chart
Wisdomtree Tr Etf (USFR)	0.3	$8.3M	+13%	165k	50.35	View chart
Ishares Tr Etf (IVW)	0.3	$8.2M	+3%	59k	137.53	View chart
Parker-Hannifin Corporation (PH)	0.3	$8.1M		8.3k	978.12	View chart
Palantir Technologies (PLTR)	0.3	$8.0M		69k	116.67	View chart
Vanguard World Etf (VGT)	0.3	$8.0M	+631%	67k	119.52	View chart
Netflix (NFLX)	0.3	$7.8M	-9%	110k	71.40	View chart
Taiwan Semiconductor Manufacturing Company Etf (TSM)	0.2	$7.5M	-7%	16k	477.61	View chart
Vanguard Index Fds Etf (VB)	0.2	$7.5M	-3%	25k	303.15	View chart
Wal-Mart Stores (WMT)	0.2	$7.4M	+22%	66k	113.26	View chart
Waste Management (WM)	0.2	$7.3M	+5%	33k	222.88	View chart
Bristol Myers Squibb (BMY)	0.2	$7.2M		125k	57.62	View chart
Procter & Gamble Company (PG)	0.2	$7.2M		49k	146.64	View chart
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)	0.2	$7.1M	+74%	44k	161.54	View chart
Neos Etf Trust Etf (SPYI)	0.2	$7.0M	+28%	132k	53.09	View chart
Innovator Etfs Trust Etf (BALT)	0.2	$7.0M		205k	34.27	View chart
Ishares Tr Etf (SGOV)	0.2	$7.0M	+64%	70k	100.67	View chart
Ishares Tr Etf (IEFA)	0.2	$6.9M	-7%	72k	96.58	View chart
Strategy Etf (MPLY)	0.2	$6.9M	-27%	215k	31.90	View chart
Invesco Exchange Traded Fd T Etf (PPA)	0.2	$6.8M	-4%	39k	176.65	View chart
Innovator Etfs Trust Etf (PDEC)	0.2	$6.8M		148k	45.89	View chart
Ishares Tr Etf (ACWX)	0.2	$6.6M	-5%	87k	76.11	View chart
Nextera Energy (NEE)	0.2	$6.6M	-6%	75k	87.77	View chart
iShares Russell 2000 Index Fund Etf (IWM)	0.2	$6.4M	-24%	21k	300.46	View chart
Ea Series Trust (BOXX)	0.2	$6.4M		55k	117.09	View chart
Advanced Micro Devices (AMD)	0.2	$6.4M	-32%	11k	580.95	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$6.3M	+54%	8.2k	763.17	View chart
Vanguard Scottsdale Fds Etf (VCSH)	0.2	$6.3M	-5%	79k	79.03	View chart
Astera Labs (ALAB)	0.2	$6.2M	+18%	13k	483.02	View chart
Chevron Corporation (CVX)	0.2	$6.1M		37k	165.77	View chart
Invesco Exchange Traded Fd T Etf (XMMO)	0.2	$6.0M	+45%	35k	170.14	View chart
United Rentals (URI)	0.2	$6.0M		5.3k	1132.89	View chart
Abrdn Precious Metals Basket Etf (GLTR)	0.2	$5.9M		33k	181.15	View chart
Janus Detroit Str Tr Etf (JAAA)	0.2	$5.9M	+45%	117k	50.49	View chart
Spdr Series Trust Etf (SPYV)	0.2	$5.9M	+10%	97k	60.79	View chart
Home Depot (HD)	0.2	$5.8M	+28%	17k	352.69	View chart
Ishares Tr Etf (IBTG)	0.2	$5.7M	+8%	248k	22.89	View chart
Ssga Active Etf Tr Etf (RLY)	0.2	$5.6M	+4%	161k	34.51	View chart
KLA-Tencor Corporation (KLAC)	0.2	$5.6M	+388%	18k	301.73	View chart
Eaton (ETN)	0.2	$5.5M	+9%	13k	426.14	View chart
Arista Networks (ANET)	0.2	$5.5M	+16%	32k	169.88	View chart
Pimco Etf Tr Etf (MUNI)	0.2	$5.4M	+37%	103k	52.60	View chart
Ishares Tr Etf (EFA)	0.2	$5.3M	+20%	51k	103.88	View chart
Spdr Series Trust Etf (SPAB)	0.2	$5.2M	+2%	204k	25.52	View chart
Global X Fds Etf (CLIP)	0.2	$5.2M	-7%	52k	100.34	View chart
iShares MSCI Emerging Index Fund Etf (EEM)	0.2	$5.1M	+15%	75k	68.41	View chart
Ishares Tr Etf (IJT)	0.2	$5.1M	-13%	29k	178.60	View chart
Ishares Tr Etf (IBTH)	0.2	$5.1M		227k	22.37	View chart
Applied Materials (AMAT)	0.2	$5.1M	-2%	7.0k	723.08	View chart
Simplify Managed Futures Strategy ETF Etf (CTA)	0.2	$5.1M	-3%	196k	25.94	View chart
Texas Instruments Incorporated (TXN)	0.2	$5.0M		17k	298.07	View chart
Goldman Sachs (GS)	0.2	$4.9M	+4%	4.9k	1011.60	View chart
Ishares Tr Etf (IBTJ)	0.2	$4.8M	+5%	222k	21.65	View chart
Spdr Index Shs Fds Etf (SPEM)	0.2	$4.8M	-7%	93k	51.78	View chart
Wec Energy Group (WEC)	0.2	$4.8M		41k	116.77	View chart
Ishares Tr Etf (IVE)	0.2	$4.8M	+5%	21k	227.06	View chart
UnitedHealth (UNH)	0.2	$4.7M	+11%	11k	415.65	View chart
Union Pacific Corporation (UNP)	0.2	$4.7M		17k	272.00	View chart
Invesco Exchange Traded Fd T Etf (RSP)	0.2	$4.7M	-4%	22k	212.79	View chart
Enterprise Products Partners (EPD)	0.2	$4.7M	+27%	127k	36.76	View chart
First Trust NASDAQ-100-Technology Sector Index Fund Etf (QTEC)	0.1	$4.6M	-7%	14k	334.72	View chart
Ishares Tr Etf (IWF)	0.1	$4.6M	+323%	37k	124.17	View chart
Verizon Communications (VZ)	0.1	$4.6M	+10%	108k	42.34	View chart
McDonald's Corporation (MCD)	0.1	$4.5M	-11%	17k	270.33	View chart
Ishares Tr Etf (IWB)	0.1	$4.4M	+4%	11k	409.53	View chart
J P Morgan Exchange Traded F Etf (JEPQ)	0.1	$4.4M	+5%	72k	61.46	View chart
Pacer Fds Tr Etf (PATN)	0.1	$4.4M	NEW	117k	37.17	View chart
Ishares Tr Etf (MBB)	0.1	$4.3M	-27%	45k	94.52	View chart
Intel Corporation (INTC)	0.1	$4.3M	-9%	30k	139.63	View chart
Select Sector Spdr Tr Etf (XLF)	0.1	$4.2M	+6%	79k	53.61	View chart
Vanguard Scottsdale Fds Etf (VGSH)	0.1	$4.2M	-6%	73k	58.20	View chart
Qualcomm (QCOM)	0.1	$4.2M		23k	184.80	View chart
Putnam Etf Trust Etf (PVAL)	0.1	$4.2M		82k	50.95	View chart
Lam Research (LRCX)	0.1	$4.1M	-5%	9.6k	433.33	View chart
Johnson & Johnson (JNJ)	0.1	$4.1M		16k	253.99	View chart
Ishares Tr 0-5yr invt gr cp (SLQD)	0.1	$4.1M	+5%	81k	50.37	View chart
Vanguard Value ETF Etf (VTV)	0.1	$4.0M	-14%	18k	217.95	View chart
Green Brick Partners (GRBK)	0.1	$4.0M		50k	80.04	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.1	$3.9M	+9%	55k	71.25	View chart
Ishares Tr Etf (ICF)	0.1	$3.9M		58k	67.63	View chart
Pacer Fds Tr Etf (ICOW)	0.1	$3.9M	+27%	94k	41.63	View chart
Merck & Co (MRK)	0.1	$3.9M	+13%	30k	128.50	View chart
International Business Machines (IBM)	0.1	$3.9M	+31%	14k	281.23	View chart
Vanguard Mun Bd Fds Etf (VSDM)	0.1	$3.9M	+24%	50k	76.63	View chart
Ishares Tr Etf (IBTI)	0.1	$3.9M	+8%	174k	22.14	View chart
Invesco Exchange Traded Fd T Etf (XSMO)	0.1	$3.8M	+304%	40k	93.63	View chart
Pfizer (PFE)	0.1	$3.8M	+7%	157k	24.08	View chart
Kingsway Finl Svcs	0.1	$3.7M		359k	10.42	View chart
Vanguard Bd Index Fds Etf (BND)	0.1	$3.7M	+269%	51k	73.41	View chart
Sprott Asset Management Etf (PSLV)	0.1	$3.7M		197k	18.87	View chart
Ast Spacemobile Inc Com Cl A (ASTS)	0.1	$3.7M	+23%	42k	88.86	View chart
State Street SPDR Portfolio S&P 500 Growth ETF Etf (SPYG)	0.1	$3.7M	+24%	31k	118.99	View chart
Network Associates Inc cl a (NET)	0.1	$3.7M	+27%	15k	245.28	View chart
Asml Holding (ASML)	0.1	$3.7M	-3%	1.8k	1989.44	View chart
Global X Fds Etf (QYLD)	0.1	$3.6M	+13%	197k	18.43	View chart
Cisco Systems (CSCO)	0.1	$3.6M	-28%	31k	117.47	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.1	$3.6M	-26%	28k	127.81	View chart
Ishares Tr rus200 grw idx (IWY)	0.1	$3.6M	-14%	12k	290.62	View chart
Ea Series Trust (ROE)	0.1	$3.5M	-32%	83k	42.63	View chart
Credo Technology Group Holding (CRDO)	0.1	$3.5M	-51%	13k	271.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.5M	+40%	30k	117.67	View chart
State Street Health Care Select Sector SPDR ETF Etf (XLV)	0.1	$3.5M		22k	158.67	View chart
Global X Artificial Intelligence & Technology ETF Etf (AIQ)	0.1	$3.5M	+22%	53k	65.61	View chart
MasterCard Incorporated (MA)	0.1	$3.5M	+3%	6.8k	513.62	View chart
Capital Group Dividend Value Etf (CGDV)	0.1	$3.5M	+76%	70k	49.28	View chart
Global X Fds Etf (XYLD)	0.1	$3.5M		85k	40.79	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.4M	+4%	6.8k	509.53	View chart
Oracle Corporation (ORCL)	0.1	$3.4M		24k	146.55	View chart
Vanguard Specialized Funds Etf (VIG)	0.1	$3.4M	-3%	14k	236.62	View chart
Ishares Tr Etf (IEUR)	0.1	$3.4M	+34%	45k	75.17	View chart
Morgan Stanley (MS)	0.1	$3.4M	-6%	16k	209.04	View chart
iShares 7-10 Year Treasury Bond ETF Etf (IEF)	0.1	$3.4M		36k	94.57	View chart
Sprott Asset Management Etf (PHYS)	0.1	$3.4M		111k	30.17	View chart
Northern Lts Fd Tr Iv Etf (FDLS)	0.1	$3.3M		79k	42.27	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.1	$3.3M	-6%	52k	62.89	View chart
Deere & Company (DE)	0.1	$3.3M	+5%	5.2k	634.43	View chart
Caterpillar (CAT)	0.1	$3.3M	+19%	3.1k	1065.28	View chart
Bank of America Corporation (BAC)	0.1	$3.3M	+5%	58k	56.98	View chart
Vanguard Total International Stock ETF Etf (VXUS)	0.1	$3.3M	-6%	38k	85.49	View chart
Invesco Exch Traded Fd Tr Ii Etf (RWJ)	0.1	$3.3M	+3%	55k	59.50	View chart
Vaneck Etf Trust Etf (NLR)	0.1	$3.3M	+133%	28k	115.98	View chart
Vanguard Index Fds Etf (VBR)	0.1	$3.2M	-2%	13k	243.01	View chart
Robinhood Mkts (HOOD)	0.1	$3.2M	+6%	32k	100.28	View chart
Neos Etf Trust Etf (QQQI)	0.1	$3.2M	+16%	56k	56.79	View chart
Vanguard Intl Equity Index F Etf (VEU)	0.1	$3.2M	+196%	38k	83.75	View chart
Legg Mason Etf Invt Etf (LVHI)	0.1	$3.2M	+14%	78k	40.59	View chart
Ishares Tr Etf (IBDU)	0.1	$3.1M	+18%	135k	23.16	View chart
Performance Food (PFGC)	0.1	$3.1M	NEW	28k	111.79	View chart
Lowe's Companies (LOW)	0.1	$3.1M		14k	220.50	View chart
Ishares Tr Etf (IXUS)	0.1	$3.1M	+52%	32k	95.44	View chart
Ishares Silver Trust Etf (SLV)	0.1	$3.1M	-3%	57k	53.47	View chart
Coca-Cola Company (KO)	0.1	$3.0M	+13%	37k	81.27	View chart
Abbott Laboratories (ABT)	0.1	$2.9M	-2%	32k	90.74	View chart
Schwab Strategic Tr 0 (SCHP)	0.1	$2.9M	-11%	110k	26.50	View chart
Incyte Corporation (INCY)	0.1	$2.9M	+827%	25k	113.36	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.1	$2.9M	-24%	100k	28.96	View chart
Northern Lts Fd Tr Iv intrntinl esg (WWJD)	0.1	$2.9M		76k	38.13	View chart
Ishares Tr Etf (ACWI)	0.1	$2.9M	+309%	18k	156.97	View chart
At&t (T)	0.1	$2.9M	+2%	138k	20.70	View chart
Air Products & Chemicals (APD)	0.1	$2.8M	-28%	9.7k	293.20	View chart
Philip Morris International (PM)	0.1	$2.8M	+2%	16k	180.92	View chart
Proshares Short S&p500 (SH)	0.1	$2.8M	-3%	85k	33.02	View chart
Graniteshares Gold Tr Etf (BAR)	0.1	$2.8M		71k	39.53	View chart
Select Sector Spdr Tr Etf (XLE)	0.1	$2.8M	-25%	53k	53.11	View chart
Tg Therapeutics (TGTX)	0.1	$2.8M	NEW	51k	54.94	View chart
Pacer Fds Tr Etf (COWZ)	0.1	$2.8M	-15%	45k	62.20	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.8M	+5%	15k	189.74	View chart
Servicenow (NOW)	0.1	$2.8M	+288%	28k	99.28	View chart
Altria (MO)	0.1	$2.8M	-2%	38k	71.95	View chart
Celestica (CLS)	0.1	$2.7M		7.5k	364.80	View chart
Invesco S&P 100 Equal Weight ETF Etf (EQWL)	0.1	$2.7M	+27%	21k	129.03	View chart
Victory Portfolios Ii (VFLO)	0.1	$2.7M	+237%	59k	45.75	View chart
Vanguard Intl Equity Index F Etf (VWO)	0.1	$2.7M		45k	59.69	View chart
Pepsi (PEP)	0.1	$2.7M	+13%	20k	135.41	View chart
iShares MSCI USA Quality GARP ETF Etf (GARP)	0.1	$2.6M	NEW	32k	82.55	View chart
First Tr Exchange-traded Etf (CIBR)	0.1	$2.6M	+9%	30k	89.85	View chart
Ishares Tr Etf (EFV)	0.1	$2.6M	-2%	34k	76.55	View chart
American Express Company (AXP)	0.1	$2.6M	-2%	7.7k	338.29	View chart
Capital Grp Fixed Incm Etf T Etf (CGCP)	0.1	$2.6M	-7%	116k	22.29	View chart
Boeing Company (BA)	0.1	$2.6M	+16%	12k	216.47	View chart
Monster Beverage Corp (MNST)	0.1	$2.6M	+150%	27k	96.12	View chart
Northern Lts Fd Tr Iv Etf (IBD)	0.1	$2.5M		106k	23.77	View chart
Innventure (INV)	0.1	$2.5M	+17%	497k	5.07	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.5M		5.0k	501.40	View chart
Ishares Tr Etf (IBB)	0.1	$2.5M	+25%	13k	190.19	View chart
Spdr Series Trust Etf (SPTM)	0.1	$2.5M	+490%	27k	90.79	View chart
Spdr Series Trust Etf (SDY)	0.1	$2.5M	-6%	16k	152.20	View chart
First Trust American Industrial Renaissance ETF Etf (AIRR)	0.1	$2.5M	+33%	18k	133.25	View chart
Roundhill Etf Trust Etf (YBTC)	0.1	$2.5M	+67%	149k	16.53	View chart
Marvell Technology (MRVL)	0.1	$2.4M	-44%	8.2k	297.91	View chart
Amgen (AMGN)	0.1	$2.4M	+4%	6.7k	362.17	View chart
Ishares Tr Etf (MTUM)	0.1	$2.4M	+55%	7.0k	342.83	View chart
Schwab Strategic Tr Etf (FNDF)	0.1	$2.4M	+5%	45k	52.76	View chart
Dell Technologies (DELL)	0.1	$2.4M	-43%	5.5k	431.46	View chart
Ea Series Trust Etf (FRDM)	0.1	$2.3M	+180%	32k	72.90	View chart
Citigroup (C)	0.1	$2.3M	-9%	17k	139.97	View chart
Jp Morgan Exchange Traded Fd fund (JMOM)	0.1	$2.3M	+20%	27k	85.46	View chart
Ishares Tr Etf (TIP)	0.1	$2.3M	+13%	21k	109.43	View chart
Moderna (MRNA)	0.1	$2.3M	-4%	33k	70.03	View chart
Spdr Series Trust Etf (SPTS)	0.1	$2.3M	+28%	78k	29.01	View chart
General Dynamics Corporation (GD)	0.1	$2.3M	+11%	6.4k	354.32	View chart
Newmont Mining Corporation (NEM)	0.1	$2.3M	+2%	24k	93.40	View chart
First Trust Large Cap Core Alp Fnd (FEX)	0.1	$2.3M		16k	139.87	View chart
Invesco Actively Managed Exc Etf (GSY)	0.1	$2.3M	+18%	45k	50.15	View chart
Linde (LIN)	0.1	$2.3M	-2%	4.3k	518.95	View chart
American Centy Etf Tr Etf (AVUV)	0.1	$2.2M	+44%	18k	124.76	View chart

Past Filings by Belpointe Asset Management

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

Belpointe Asset Management 2026 Q2 filed July 31, 2026
Belpointe Asset Management 2026 Q1 filed April 28, 2026
Belpointe Asset Management 2025 Q4 filed Jan. 27, 2026
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

View all past filings

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