BELLEVUE ASSET MANAGEMENT, LLC - Portfolio overview

BELLEVUE ASSET MANAGEMENT, LLC has 506 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 24.05%
2. AAPL - APPLE INC, 6.82%
3. CGGR - CAPITAL GROUP GROWTH ETF, 5.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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