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Belpointe Prep shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Belpointe Prep (OZ) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Belpointe Prep

Tip: Access up to 7 years of quarterly data

All positions including Belpointe Prep held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Belpointe Prep by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $57k 1.3k 45.29

More positions owned by Mercer Global Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Avan Us Smal Etf (AVSC)
Ishares Tr National Mun Etf (MUB)

View all positions for Mercer Global Advisors

Top funds holding Belpointe Prep

Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Precision Wealth Strategies
Belpointe Asset Management
Advisor Group Holdings
United Asset Strategies
Brookwood Investment Group
LPL Financial
Mason & Associates
Wealth Alliance
Lido Advisors
Sheets Smith Wealth Management
Robertson Stephens Wealth Management
Rockefeller Capital Management
Navis Wealth Advisors
SRS Capital Advisors

View all funds holding Belpointe Prep