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Belpointe Asset Management LLC

Belpointe Asset Management LLC is an Investment Adviser institutional filer with the SEC under CIK 1721242, reporting 1,121 portfolio positions, with 14 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: NV
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-31

Top 10 portfolio positions

The largest reported holdings in Belpointe Asset Management LLC's most recent 13F filing, ranked by reported market value.

  1. Invesco QQQ Trust (QQQ)
  2. SPDR S&P 500 ETF (SPY)
  3. Nvidia Corporation Com (NVDA)
  4. Apple Inc Com (AAPL)
  5. ANYDRUS ADVANTAGE ETF (NDOW)
  6. Schwab U.S. Large-Cap Growth ETF (SCHG)
  7. NELSON SELECT (NELS)
  8. COLLABORATIVE INVESTMNT SER (PLGI)
  9. Vanguard S&P 500 ETF (VOO)
  10. AMAZON COM INC (AMZN)
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