Belpointe Asset Management
Latest statistics and disclosures from Belpointe Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, QQQ, AAPL, NVDA, PLGI, and represent 13.78% of Belpointe Asset Management's stock portfolio.
- Added to shares of these 10 stocks: PLGI (+$17M), AMZN (+$7.3M), RTRE (+$6.4M), IVV (+$5.9M), RLY (+$5.6M), AGG, QQQ, MSFT, IJH, GOOGL.
- Started 195 new stock positions in DAR, KRE, FIDU, AVNV, VZLA, CIEN, GXO, UAMY, AJG, LDP.
- Reduced shares in these 10 stocks: NOW (-$87M), SPY (-$7.0M), FNDX (-$5.6M), VONG, SCHX, PULS, PSLV, XLK, BINC, FEZ.
- Sold out of its positions in ACMR, ARKK, PPLT, ADBE, AFRM, A, OKLO, AVEM, COLD, AME.
- Belpointe Asset Management was a net buyer of stock by $83M.
- Belpointe Asset Management has $2.7B in assets under management (AUM), dropping by -1.04%.
- Central Index Key (CIK): 0001721242
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Portfolio Holdings for Belpointe Asset Management
Belpointe Asset Management holds 1066 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Belpointe Asset Management has 1066 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Belpointe Asset Management March 31, 2026 positions
- Download the Belpointe Asset Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Etf (SPY) | 3.9 | $106M | -6% | 163k | 650.35 |
|
| Invesco QQQ Trust Etf (QQQ) | 3.0 | $84M | +5% | 145k | 577.18 |
|
| Apple (AAPL) | 2.4 | $66M | +2% | 259k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $65M | 372k | 174.40 |
|
|
| Collaborative Investmnt Ser Etf (PLGI) | 2.1 | $58M | +41% | 2.4M | 24.20 |
|
| Anydrus Advantage Etf Etf (NDOW) | 2.1 | $58M | +5% | 2.1M | 27.42 |
|
| Schwab U.S. Large-Cap Growth ETF Etf (SCHG) | 2.0 | $54M | 1.9M | 29.13 |
|
|
| Nelson Select Etf (NELS) | 1.5 | $42M | +7% | 1.7M | 24.78 |
|
| Amazon (AMZN) | 1.3 | $37M | +24% | 176k | 208.27 |
|
| Microsoft Corporation (MSFT) | 1.3 | $36M | +14% | 98k | 370.18 |
|
| Rareview Total Return Bond Etf Etf (RTRE) | 1.3 | $36M | +22% | 1.4M | 25.04 |
|
| Schwab Strategic Tr Etf (SCHX) | 1.3 | $34M | -8% | 1.3M | 25.64 |
|
| Vanguard S&P 500 ETF Etf (VOO) | 1.2 | $33M | +5% | 56k | 597.56 |
|
| Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 1.2 | $32M | -14% | 1.1M | 27.85 |
|
| Ishares Tr Etf (IVV) | 1.2 | $32M | +22% | 49k | 653.24 |
|
| Rareview Systematic Equity Etf Etf (RSEE) | 1.1 | $31M | +5% | 942k | 32.65 |
|
| Wisdomtree Tr Etf (DGRW) | 1.1 | $29M | 333k | 87.84 |
|
|
| Vanguard Index Fds Etf (VUG) | 1.1 | $29M | 67k | 436.80 |
|
|
| Badger Meter (BMI) | 1.0 | $27M | 179k | 152.35 |
|
|
| Schwab Strategic Tr Etf (SCHF) | 0.9 | $25M | +15% | 1000k | 24.75 |
|
| Blackrock Etf Trust Ii Etf (BINC) | 0.9 | $24M | -10% | 469k | 51.93 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $23M | +21% | 80k | 287.57 |
|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL) | 0.8 | $23M | +19% | 251k | 91.64 |
|
| Spdr Series Trust Etf (SPHY) | 0.8 | $21M | -4% | 894k | 23.32 |
|
| Facebook Inc cl a (META) | 0.7 | $20M | -6% | 35k | 572.16 |
|
| Vanguard Scottsdale Fds Etf (VCIT) | 0.7 | $19M | 230k | 82.75 |
|
|
| Ishares Tr Etf (IJR) | 0.7 | $18M | +21% | 146k | 124.31 |
|
| Tesla Motors (TSLA) | 0.7 | $18M | -6% | 49k | 371.75 |
|
| Spdr Series Trust Etf (SPYM) | 0.6 | $18M | 232k | 76.54 |
|
|
| Berkshire Hathaway (BRK.B) | 0.6 | $17M | +4% | 36k | 479.20 |
|
| Ishares Etf (EMXC) | 0.6 | $17M | +23% | 214k | 78.66 |
|
| Spdr Index Shs Fds Etf (SPDW) | 0.6 | $17M | 366k | 45.65 |
|
|
| Collaborative Investmnt Ser Etf (RDFI) | 0.6 | $17M | +15% | 723k | 23.05 |
|
| SPDR Gold Shares Etf (GLD) | 0.6 | $17M | -6% | 39k | 430.29 |
|
| Vanguard Total Stock Market ETF Etf (VTI) | 0.5 | $15M | -6% | 46k | 320.82 |
|
| Vanguard Index Fds Etf (VO) | 0.5 | $14M | +5% | 50k | 287.19 |
|
| Alphabet Inc Class C cs (GOOG) | 0.5 | $14M | 49k | 286.87 |
|
|
| Tidal Trust Iii Etf (SNTH) | 0.5 | $14M | +32% | 520k | 26.24 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $13M | +7% | 44k | 294.17 |
|
| Ishares Tr Etf (SHYG) | 0.5 | $13M | -3% | 307k | 42.31 |
|
| General Electric (GE) | 0.5 | $13M | 45k | 283.77 |
|
|
| Goose Hollow Tactical Allocation Etf Etf (GHTA) | 0.4 | $12M | 406k | 29.70 |
|
|
| Belpointe Prep Etf (OZ) | 0.4 | $12M | +3% | 227k | 53.20 |
|
| Netflix (NFLX) | 0.4 | $12M | +12% | 121k | 96.15 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $12M | +37% | 12k | 996.49 |
|
| Ishares Tr Etf (IJH) | 0.4 | $12M | +55% | 170k | 67.53 |
|
| J P Morgan Exchange Traded F Etf (JEPI) | 0.4 | $11M | +20% | 199k | 56.68 |
|
| Vanguard Index Fds Etf (VOT) | 0.4 | $11M | -7% | 43k | 257.36 |
|
| iShares Core U.S. Aggregate Bond ETF Etf (AGG) | 0.4 | $11M | +86% | 107k | 99.27 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $11M | +4% | 63k | 169.66 |
|
| Northern Lts Fd Tr Iv Etf (PTL) | 0.4 | $10M | +10% | 41k | 250.56 |
|
| Palantir Technologies (PLTR) | 0.4 | $9.9M | -11% | 68k | 146.28 |
|
| Ishares Tr Etf (EFG) | 0.4 | $9.9M | +12% | 89k | 111.37 |
|
| Abbvie (ABBV) | 0.3 | $9.4M | +22% | 43k | 217.49 |
|
| Vanguard Total World Stock Index ETF Etf (VT) | 0.3 | $9.0M | +2% | 65k | 138.32 |
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.3 | $8.8M | 288k | 30.68 |
|
|
| Visa (V) | 0.3 | $8.4M | +27% | 28k | 302.26 |
|
| Strategy Etf (MPLY) | 0.3 | $8.2M | 296k | 27.67 |
|
|
| Ishares Tr Etf (MUB) | 0.3 | $7.9M | +93% | 75k | 106.15 |
|
| Spdr Index Shs Fds Etf (SPGM) | 0.3 | $7.8M | -5% | 104k | 75.71 |
|
| Collaborative Investment Ser Tr Etf (SNAV) | 0.3 | $7.8M | +3% | 223k | 34.78 |
|
| Nextera Energy (NEE) | 0.3 | $7.5M | +44% | 80k | 92.88 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $7.4M | +2% | 123k | 60.65 |
|
| Chevron Corporation (CVX) | 0.3 | $7.4M | +22% | 36k | 206.91 |
|
| Broadcom (AVGO) | 0.3 | $7.4M | -12% | 24k | 309.54 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $7.4M | +7% | 8.2k | 895.24 |
|
| Wisdomtree Tr Etf (USFR) | 0.3 | $7.3M | +25% | 145k | 50.34 |
|
| Waste Management (WM) | 0.3 | $7.1M | +30% | 31k | 229.79 |
|
| Abrdn Precious Metals Basket Etf (GLTR) | 0.3 | $7.1M | -19% | 32k | 218.72 |
|
| Procter & Gamble Company (PG) | 0.3 | $7.0M | +87% | 49k | 144.44 |
|
| Ishares Tr Etf (IEFA) | 0.3 | $7.0M | 77k | 90.53 |
|
|
| iShares Russell 2000 ETF Etf (IWM) | 0.3 | $7.0M | +71% | 28k | 248.00 |
|
| Innovator Etfs Trust Etf (BALT) | 0.2 | $6.8M | +20% | 204k | 33.47 |
|
| Vanguard Index Fds Etf (VB) | 0.2 | $6.7M | +34% | 26k | 261.93 |
|
| Invesco Exchange Traded Fd T Etf (PPA) | 0.2 | $6.7M | +20% | 40k | 165.70 |
|
| Wal-Mart Stores (WMT) | 0.2 | $6.7M | -4% | 54k | 124.28 |
|
| Vanguard Scottsdale Fds Etf (VCSH) | 0.2 | $6.6M | +22% | 84k | 79.27 |
|
| Micron Technology (MU) | 0.2 | $6.5M | +2% | 19k | 337.86 |
|
| Ishares Tr Etf (IVW) | 0.2 | $6.5M | -7% | 57k | 113.11 |
|
| Ea Series Trust (BOXX) | 0.2 | $6.4M | +101% | 55k | 116.29 |
|
| Vanguard World Etf (VGT) | 0.2 | $6.4M | -16% | 9.1k | 697.85 |
|
| Innovator Etfs Trust Etf (PDEC) | 0.2 | $6.3M | -4% | 148k | 42.50 |
|
| Ishares Tr Etf (ACWX) | 0.2 | $6.3M | +31% | 92k | 68.47 |
|
| Simplify Managed Futures Strategy ETF Etf (CTA) | 0.2 | $6.1M | 202k | 30.22 |
|
|
| Ameren Corporation (AEE) | 0.2 | $6.0M | 55k | 109.92 |
|
|
| Ishares Tr Etf (MBB) | 0.2 | $5.9M | +5% | 63k | 94.95 |
|
| McDonald's Corporation (MCD) | 0.2 | $5.9M | +8% | 19k | 310.79 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $5.8M | -30% | 6.3k | 920.01 |
|
| Taiwan Semiconductor Manufacturing Company Etf (TSM) | 0.2 | $5.8M | +24% | 17k | 337.97 |
|
| Select Sector Spdr Tr Etf (XLK) | 0.2 | $5.7M | -33% | 43k | 132.90 |
|
| Ssga Active Etf Tr Etf (RLY) | 0.2 | $5.6M | NEW | 154k | 36.15 |
|
| Global X Fds Etf (CLIP) | 0.2 | $5.6M | -9% | 56k | 100.36 |
|
| KLA-Tencor Corporation (KLAC) | 0.2 | $5.6M | +164% | 3.8k | 1472.74 |
|
| Ishares Tr Etf (IBTG) | 0.2 | $5.2M | +30% | 228k | 22.91 |
|
| Spdr Series Trust Etf (SPAB) | 0.2 | $5.1M | +36% | 200k | 25.62 |
|
| Vaneck Etf Trust Etf (SMH) | 0.2 | $5.1M | -32% | 13k | 383.41 |
|
| Ishares Tr Etf (IBTH) | 0.2 | $5.1M | +69% | 228k | 22.43 |
|
| Neos Etf Trust Etf (SPYI) | 0.2 | $5.1M | +25% | 103k | 49.37 |
|
| Spdr Series Trust Etf (SPYV) | 0.2 | $5.0M | -10% | 88k | 56.58 |
|
| Verizon Communications (VZ) | 0.2 | $4.9M | -11% | 97k | 50.20 |
|
| Sprott Asset Management Etf (PSLV) | 0.2 | $4.8M | -38% | 197k | 24.39 |
|
| Ishares Tr Etf (IJT) | 0.2 | $4.8M | -19% | 33k | 144.71 |
|
| Wec Energy Group (WEC) | 0.2 | $4.7M | +9% | 41k | 115.77 |
|
| Spdr Index Shs Fds Etf (SPEM) | 0.2 | $4.7M | +14% | 100k | 46.91 |
|
| Ishares Tr Etf (IBTJ) | 0.2 | $4.6M | +11% | 211k | 21.84 |
|
| Vanguard Scottsdale Fds Etf (VGSH) | 0.2 | $4.5M | +7% | 78k | 58.54 |
|
| Invesco Exchange Traded Fd T Etf (RSP) | 0.2 | $4.5M | +82% | 23k | 191.93 |
|
| Ea Series Trust (ROE) | 0.2 | $4.3M | +27% | 122k | 35.43 |
|
| Pacer Fds Tr Etf (GCOW) | 0.2 | $4.3M | +67% | 93k | 46.24 |
|
| Select Sector Spdr Tr Etf (XLE) | 0.2 | $4.3M | +121% | 70k | 61.26 |
|
| Ishares Tr Etf (SGOV) | 0.2 | $4.2M | -5% | 42k | 100.66 |
|
| Union Pacific Corporation (UNP) | 0.2 | $4.2M | +104% | 18k | 242.62 |
|
| Home Depot (HD) | 0.2 | $4.2M | 13k | 328.93 |
|
|
| Ishares Tr Etf (IVE) | 0.2 | $4.2M | -15% | 20k | 211.15 |
|
| Vanguard Value ETF Etf (VTV) | 0.2 | $4.2M | +6% | 21k | 196.22 |
|
| Vanguard Russell 1000 Growth ETF Etf (VONG) | 0.2 | $4.2M | -48% | 38k | 109.69 |
|
| Eaton (ETN) | 0.2 | $4.2M | +264% | 12k | 357.69 |
|
| Invesco NASDAQ 100 ETF Etf (QQQM) | 0.2 | $4.1M | -38% | 17k | 237.64 |
|
| Pfizer (PFE) | 0.1 | $4.1M | +12% | 146k | 28.08 |
|
| iShares MSCI EAFE ETF Etf (EFA) | 0.1 | $4.1M | -13% | 42k | 97.13 |
|
| Janus Detroit Str Tr Etf (JAAA) | 0.1 | $4.1M | +5% | 81k | 50.37 |
|
| Ishares Silver Trust Etf (SLV) | 0.1 | $4.0M | +169% | 59k | 68.14 |
|
| Goldman Sachs (GS) | 0.1 | $4.0M | -30% | 4.7k | 846.16 |
|
| Air Products & Chemicals (APD) | 0.1 | $3.9M | +57% | 14k | 290.50 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $3.9M | -6% | 6.5k | 604.47 |
|
| Pimco Etf Tr Etf (MUNI) | 0.1 | $3.9M | +7% | 75k | 52.19 |
|
| Johnson & Johnson (JNJ) | 0.1 | $3.9M | +6% | 16k | 244.45 |
|
| At&t (T) | 0.1 | $3.9M | -3% | 135k | 28.99 |
|
| Ishares Tr 0-5yr invt gr cp (SLQD) | 0.1 | $3.9M | +19% | 77k | 50.49 |
|
| Sprott Asset Management Etf (PHYS) | 0.1 | $3.9M | -8% | 109k | 35.44 |
|
| Putnam Etf Trust Etf (PVAL) | 0.1 | $3.9M | +36% | 83k | 46.40 |
|
| United Rentals (URI) | 0.1 | $3.8M | +624% | 5.3k | 728.56 |
|
| Kingsway Finl Svcs (KFS) | 0.1 | $3.8M | 361k | 10.43 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $3.8M | +101% | 99k | 37.84 |
|
| J P Morgan Exchange Traded F Etf (JEPQ) | 0.1 | $3.8M | -5% | 68k | 55.52 |
|
| iShares MSCI Emerging Index Fund Etf (EEM) | 0.1 | $3.7M | +21% | 65k | 56.79 |
|
| Ishares Tr Etf (IWF) | 0.1 | $3.7M | +5% | 8.7k | 426.42 |
|
| Ishares Tr Etf (IWB) | 0.1 | $3.7M | 10k | 356.57 |
|
|
| Select Sector Spdr Tr Etf (XLF) | 0.1 | $3.7M | +4% | 74k | 49.37 |
|
| Ishares Tr Etf (ICF) | 0.1 | $3.6M | +8% | 58k | 61.89 |
|
| Ishares Tr rus200 grw idx (IWY) | 0.1 | $3.6M | +9% | 14k | 248.84 |
|
| Ishares Tr Etf (IBTI) | 0.1 | $3.6M | +15% | 161k | 22.28 |
|
| Invesco Exchange Traded Fd T Etf (XMMO) | 0.1 | $3.5M | +16% | 24k | 145.02 |
|
| iShares 7-10 Year Treasury Bond ETF Etf (IEF) | 0.1 | $3.5M | -8% | 36k | 95.44 |
|
| Vanguard Ultra-Short Bond ETF Etf (VUSB) | 0.1 | $3.4M | +93% | 69k | 49.79 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.4M | +27% | 33k | 102.67 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.4M | +39% | 23k | 147.11 |
|
| Arista Networks (ANET) | 0.1 | $3.4M | +27% | 28k | 122.78 |
|
| Cisco Systems (CSCO) | 0.1 | $3.4M | +7% | 43k | 77.59 |
|
| Proshares Short S&p500 (SH) | 0.1 | $3.3M | +20% | 88k | 37.93 |
|
| Advanced Micro Devices (AMD) | 0.1 | $3.3M | +2% | 16k | 203.44 |
|
| Schwab US Broad Market ETF Etf (SCHB) | 0.1 | $3.3M | -14% | 133k | 25.10 |
|
| Pacer Fds Tr Etf (COWZ) | 0.1 | $3.3M | +21% | 53k | 62.56 |
|
| Ishares Tr Etf (ILF) | 0.1 | $3.3M | +5% | 93k | 35.52 |
|
| Global X Fds Etf (XYLD) | 0.1 | $3.3M | +50% | 85k | 39.13 |
|
| Schwab Strategic Tr 0 (SCHP) | 0.1 | $3.3M | +106% | 124k | 26.61 |
|
| Vanguard Scottsdale Fds Etf (VGIT) | 0.1 | $3.3M | +11% | 55k | 59.55 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $3.3M | +9% | 17k | 194.15 |
|
| MasterCard Incorporated (MA) | 0.1 | $3.3M | -3% | 6.6k | 499.67 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $3.3M | +64% | 56k | 58.78 |
|
| Lowe's Companies (LOW) | 0.1 | $3.3M | +3% | 14k | 236.29 |
|
| GraniteShares Gold Trust Shares of Beneficial Interest Etf (BAR) | 0.1 | $3.3M | NEW | 71k | 46.13 |
|
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.1 | $3.2M | +46% | 51k | 64.08 |
|
| Vanguard Specialized Funds Etf (VIG) | 0.1 | $3.2M | +8% | 15k | 215.07 |
|
| Merck & Co (MRK) | 0.1 | $3.2M | +90% | 27k | 120.30 |
|
| Green Brick Partners (GRBK) | 0.1 | $3.2M | 49k | 64.45 |
|
|
| State Street Health Care Select Sector SPDR ETF Etf (XLV) | 0.1 | $3.2M | -12% | 22k | 146.62 |
|
| J P Morgan Exchange Traded F Etf (JPST) | 0.1 | $3.2M | +13% | 63k | 50.61 |
|
| First Trust NASDAQ-100-Technology Sector Index Fund Etf (QTEC) | 0.1 | $3.2M | -4% | 15k | 216.00 |
|
| Vanguard Total International Stock ETF Etf (VXUS) | 0.1 | $3.2M | +5% | 41k | 77.11 |
|
| Pacer Fds Tr Etf (ICOW) | 0.1 | $3.1M | +3% | 74k | 42.44 |
|
| Vanguard Mun Bd Fds Etf (VSDM) | 0.1 | $3.1M | NEW | 41k | 76.29 |
|
| Global X Fds (SHLD) | 0.1 | $3.1M | -11% | 44k | 70.84 |
|
| Global X Fds Etf (QYLD) | 0.1 | $3.0M | +6% | 174k | 17.15 |
|
| Vanguard Index Fds Etf (VBR) | 0.1 | $3.0M | -24% | 14k | 217.27 |
|
| Qualcomm (QCOM) | 0.1 | $2.9M | -6% | 23k | 128.79 |
|
| Northern Lts Fd Tr Iv Etf (FDLS) | 0.1 | $2.9M | +11% | 78k | 36.94 |
|
| Morgan Stanley (MS) | 0.1 | $2.9M | 17k | 164.58 |
|
|
| Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) | 0.1 | $2.8M | +2% | 25k | 112.11 |
|
| Northern Lts Fd Tr Iv intrntinl esg (WWJD) | 0.1 | $2.8M | +10% | 75k | 37.39 |
|
| Ast Spacemobile Inc Com Cl A (ASTS) | 0.1 | $2.8M | -11% | 34k | 82.87 |
|
| Capital Grp Fixed Incm Etf T Etf (CGCP) | 0.1 | $2.8M | -7% | 125k | 22.34 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $2.8M | NEW | 38k | 72.69 |
|
| Deere & Company (DE) | 0.1 | $2.8M | +568% | 4.9k | 563.39 |
|
| UnitedHealth (UNH) | 0.1 | $2.8M | +7% | 10k | 270.62 |
|
| Legg Mason Etf Invt Etf (LVHI) | 0.1 | $2.8M | +667% | 68k | 40.54 |
|
| Invesco Exch Traded Fd Tr Ii Etf (RWJ) | 0.1 | $2.7M | +9% | 53k | 50.48 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.7M | -34% | 14k | 192.91 |
|
| Pepsi (PEP) | 0.1 | $2.7M | -7% | 17k | 155.30 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.6M | -22% | 54k | 48.75 |
|
| iShares iBonds Dec 2029 Term Corporate ETF Etf (IBDU) | 0.1 | $2.6M | +27% | 113k | 23.26 |
|
| Altria (MO) | 0.1 | $2.6M | -26% | 40k | 65.99 |
|
| Ishares Tr Etf (EFV) | 0.1 | $2.6M | -13% | 35k | 74.35 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.1 | $2.6M | +84% | 68k | 38.42 |
|
| Vanguard Instl Index (VBIL) | 0.1 | $2.6M | +200% | 34k | 75.65 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $2.6M | -27% | 24k | 108.26 |
|
| International Business Machines (IBM) | 0.1 | $2.5M | +13% | 11k | 242.41 |
|
| Spdr Series Trust Etf (SDY) | 0.1 | $2.5M | -2% | 17k | 145.95 |
|
| Northern Lts Fd Tr Iv Etf (IBD) | 0.1 | $2.5M | +3% | 106k | 23.86 |
|
| Asml Holding (ASML) | 0.1 | $2.5M | +32% | 1.9k | 1320.83 |
|
| Credo Technology Group Holding (CRDO) | 0.1 | $2.5M | +292% | 27k | 93.87 |
|
| Philip Morris International (PM) | 0.1 | $2.5M | -10% | 15k | 165.35 |
|
| Coca-Cola Company (KO) | 0.1 | $2.5M | -24% | 33k | 76.05 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.5M | +2% | 5.0k | 491.57 |
|
| Spdr Series Trust Etf (SPYG) | 0.1 | $2.5M | +55% | 25k | 97.91 |
|
| Applied Materials (AMAT) | 0.1 | $2.5M | +13% | 7.2k | 341.84 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.5M | +214% | 21k | 115.00 |
|
| S&p Global (SPGI) | 0.1 | $2.4M | +41% | 5.7k | 425.34 |
|
| Network Associates Inc cl a (NET) | 0.1 | $2.4M | +58% | 12k | 206.34 |
|
| Vanguard Intl Equity Index F Etf (VWO) | 0.1 | $2.4M | +4% | 45k | 54.05 |
|
| Neos Etf Trust Etf (QQQI) | 0.1 | $2.4M | +38% | 48k | 49.69 |
|
| American Express Company (AXP) | 0.1 | $2.4M | +178% | 7.9k | 302.51 |
|
| abrdn Physical Gold Shares ETF Etf (SGOL) | 0.1 | $2.4M | +12% | 53k | 44.62 |
|
| Ishares Tr Etf (IEUR) | 0.1 | $2.4M | +180% | 34k | 70.27 |
|
| Honeywell International (HON) | 0.1 | $2.3M | +2% | 10k | 226.04 |
|
| Intuitive Surgical (ISRG) | 0.1 | $2.3M | +7% | 5.0k | 460.99 |
|
| Amgen (AMGN) | 0.1 | $2.3M | -4% | 6.4k | 351.89 |
|
| Ishares Tr core msci pac (IPAC) | 0.1 | $2.2M | +360% | 29k | 76.51 |
|
| Vistra Energy (VST) | 0.1 | $2.2M | +11% | 15k | 150.34 |
|
| iShares iBoxx $ High Yield Corporate Bond ETF Etf (HYG) | 0.1 | $2.2M | -4% | 28k | 79.56 |
|
| Ishares U S Etf Tr Etf (NEAR) | 0.1 | $2.2M | +2% | 44k | 50.84 |
|
| Linde (LIN) | 0.1 | $2.2M | +103% | 4.5k | 495.77 |
|
| Select Sector Spdr Tr Etf (XLU) | 0.1 | $2.2M | +82% | 47k | 45.89 |
|
| Lam Research (LRCX) | 0.1 | $2.2M | -35% | 10k | 213.66 |
|
| Alerian MLP ETF Etf (AMLP) | 0.1 | $2.1M | -31% | 41k | 52.64 |
|
| Celestica (CLS) | 0.1 | $2.1M | 7.5k | 281.68 |
|
|
| Vaneck Etf Trust Etf (GDX) | 0.1 | $2.1M | +248% | 23k | 91.77 |
|
| Schwab Strategic Tr Etf (FNDF) | 0.1 | $2.1M | +6% | 43k | 48.93 |
|
| Robinhood Mkts (HOOD) | 0.1 | $2.1M | +120% | 30k | 69.30 |
|
| Citigroup (C) | 0.1 | $2.1M | 18k | 113.41 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $2.1M | -45% | 5.3k | 390.43 |
|
| Innovator Etfs Trust Etf (ZALT) | 0.1 | $2.1M | +3% | 64k | 32.46 |
|
| AmerisourceBergen (COR) | 0.1 | $2.1M | -17% | 6.5k | 314.17 |
|
| Ishares Tr Etf (STIP) | 0.1 | $2.0M | +18% | 20k | 103.43 |
|
| Ishares Tr Etf (TIP) | 0.1 | $2.0M | +197% | 19k | 110.36 |
|
| Boeing Company (BA) | 0.1 | $2.0M | +58% | 10k | 199.03 |
|
| Oneok (OKE) | 0.1 | $2.0M | +74% | 23k | 90.39 |
|
| Abrdn Silver Etf Trust Etf (SIVR) | 0.1 | $2.0M | NEW | 28k | 71.61 |
|
| Global X Artificial Intelligence & Technology ETF Etf (AIQ) | 0.1 | $2.0M | -32% | 43k | 46.67 |
|
| Ishares Tr Etf (ICSH) | 0.1 | $2.0M | 40k | 50.62 |
|
|
| Digitalocean Hldgs (DOCN) | 0.1 | $2.0M | -32% | 23k | 85.78 |
|
| Blackrock (BLK) | 0.1 | $2.0M | -5% | 2.1k | 962.10 |
|
| First Tr Exchange-traded Etf (FCG) | 0.1 | $2.0M | NEW | 63k | 31.69 |
|
| First Trust Large Cap Core Alp Fnd (FEX) | 0.1 | $2.0M | -4% | 16k | 121.93 |
|
| JPMorgan Intl Research Enhanced Equity ETF Etf (JIRE) | 0.1 | $2.0M | 26k | 75.74 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $2.0M | +12% | 5.7k | 343.30 |
|
| Sprott Asset Management Etf (CEF) | 0.1 | $1.9M | +4% | 41k | 47.72 |
|
| First Tr Exchange-traded Etf (FTGS) | 0.1 | $1.9M | +2% | 57k | 34.05 |
|
| Invesco Exchange Traded Fd T Etf (SPGP) | 0.1 | $1.9M | +3% | 18k | 107.62 |
|
| Paypal Holdings (PYPL) | 0.1 | $1.9M | +159% | 43k | 45.23 |
|
Past Filings by Belpointe Asset Management
SEC 13F filings are viewable for Belpointe Asset Management going back to 2017
- 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
- Belpointe Asset Management 2022 Q1 filed April 28, 2022