Belpointe Asset Management LLC - Portfolio overview

Belpointe Asset Management LLC has 1239 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF, 3.66%
2. QQQ - Invesco QQQ Trust, 2.89%
3. AAPL - Apple Inc Com, 2.27%

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

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