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Belpointe Asset Management LLC

Q2 2026 13F filing

Updated 41 days ago

1,121 disclosed positions worth $3.1B

Portfolio value
$3.1B
Total holdings
1,121
New positions
183
Closed positions
128
Increased
491
Decreased
390
Turnover
27.7%
Filed
2026-07-31

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

Invesco QQQ Trust

-14.0%
Value
$91.7M
Shares
124.5K
% Port
2.99%
S
2.SPY

SPDR S&P 500 ETF

-26.6%
Value
$89.1M
Shares
119.3K
% Port
2.91%
N

Nvidia Corporation Com

+6.9%
Value
$79.5M
Shares
397.4K
% Port
2.60%
A

Apple Inc Com

-0.6%
Value
$74.4M
Shares
257.0K
% Port
2.43%
?
5.N/A

ANYDRUS ADVANTAGE ETF

+7.6%
Value
$67M
Shares
2.26M
% Port
2.19%
S

Schwab U.S. Large-Cap Growth ETF

+1.1%
Value
$63.8M
Shares
1.89M
% Port
2.08%
?
7.N/A

NELSON SELECT

+8.6%
Value
$53.4M
Shares
1.86M
% Port
1.75%
?
8.N/A

COLLABORATIVE INVESTMNT SER

-13.7%
Value
$50M
Shares
2.06M
% Port
1.63%
V

Vanguard S&P 500 ETF

+14.3%
Value
$43.6M
Shares
63.5K
% Port
1.43%
A
10.AMZN

AMAZON COM INC

+1.6%
Value
$42.7M
Shares
179.1K
% Port
1.39%
M
11.MSFT

Microsoft Corp Com

+6.1%
Value
$38.6M
Shares
103.6K
% Port
1.26%
S

SCHWAB STRATEGIC TR

-2.4%
Value
$38.6M
Shares
1.31M
% Port
1.26%
?
13.N/A

RAREVIEW TOTAL RETURN BOND ETF

+8.3%
Value
$38.3M
Shares
1.53M
% Port
1.25%
E
14.ETHA

ISHARES TR

-2.2%
Value
$35.7M
Shares
47.7K
% Port
1.17%
S

SCHWAB STRATEGIC TR

+0.3%
Value
$35.7M
Shares
1.15M
% Port
1.17%
?
16.N/A

RAREVIEW SYSTEMATIC EQUITY ETF

-4.5%
Value
$35.6M
Shares
899.5K
% Port
1.16%
V
17.VGES

VANGUARD INDEX FDS

+482.5%
Value
$33.4M
Shares
387.5K
% Port
1.09%
B
18.BTCW

WISDOMTREE TR

-1.7%
Value
$31.3M
Shares
327.3K
% Port
1.02%
G

ALPHABET INC

+0.1%
Value
$28.7M
Shares
80.3K
% Port
0.94%
S

SCHWAB STRATEGIC TR

+1.9%
Value
$28.2M
Shares
1.02M
% Port
0.92%
B
21.BMI

BADGER METER INC

0.0%
Value
$26.6M
Shares
179.0K
% Port
0.87%
S

SPDR SERIES TRUST

+18.3%
Value
$24.1M
Shares
274.0K
% Port
0.79%
E
23.ETHA

ISHARES TR

+10.0%
Value
$23.8M
Shares
160.6K
% Port
0.78%
M
24.META

Meta Platforms Inc Cl A

+16.2%
Value
$22.8M
Shares
40.5K
% Port
0.75%
?
25.N/A

TIDAL TRUST III

+35.0%
Value
$20.9M
Shares
702.0K
% Port
0.68%
E
26.ETHA

iShares Flexible Income Active ETF

-17.4%
Value
$20.3M
Shares
387.2K
% Port
0.66%
T
27.TSLA

Tesla Inc Com

-2.6%
Value
$20M
Shares
47.5K
% Port
0.65%
V
28.VGES

VANGUARD SCOTTSDALE FDS

+0.8%
Value
$19.2M
Shares
231.8K
% Port
0.63%
G
29.GE

GE AEROSPACE

+13.3%
Value
$19.1M
Shares
51.1K
% Port
0.62%
B

Berkshire Hathaway Inc. New Common Stock

+6.0%
Value
$18.8M
Shares
37.6K
% Port
0.61%
E
31.ETHA

ISHARES INC

-14.3%
Value
$18.7M
Shares
183.2K
% Port
0.61%
S

SPDR INDEX SHS FDS

+1.1%
Value
$18.6M
Shares
370.0K
% Port
0.61%
G

ALPHABET INC

+1.4%
Value
$17.5M
Shares
49.5K
% Port
0.57%
?
34.N/A

COLLABORATIVE INVESTMNT SER

+1.0%
Value
$17.4M
Shares
730.7K
% Port
0.57%
V
35.VGES

Vanguard Total Stock Market ETF

-2.5%
Value
$16.4M
Shares
44.4K
% Port
0.54%
V
36.VGES

VANGUARD INDEX FDS

+306.7%
Value
$16.3M
Shares
202.9K
% Port
0.53%
J

JPMORGAN CHASE & CO

+8.2%
Value
$15.7M
Shares
48.0K
% Port
0.51%
M
38.MU

MICRON TECHNOLOGY INC

-31.0%
Value
$15.4M
Shares
13.3K
% Port
0.50%
E
39.ETHA

ISHARES TR

+9.9%
Value
$14.3M
Shares
337.0K
% Port
0.47%
S

SPDR SERIES TRUST

-33.1%
Value
$14M
Shares
598.5K
% Port
0.46%
V
41.VGES

VANGUARD INDEX FDS

-0.1%
Value
$13.3M
Shares
43.4K
% Port
0.43%
G
42.GLD

SPDR GOLD TR GOLD SHS

-8.3%
Value
$13M
Shares
35.4K
% Port
0.43%
?
43.N/A

GOOSE HOLLOW TACTICAL ALLOCATION ETF

+2.0%
Value
$12.7M
Shares
413.9K
% Port
0.41%
J

J P MORGAN EXCHANGE TRADED F

+8.8%
Value
$12.2M
Shares
216.0K
% Port
0.40%
E
45.ETHA

ISHARES TR

-8.4%
Value
$12M
Shares
155.7K
% Port
0.39%
?
46.N/A

NORTHERN LTS FD TR IV

+0.1%
Value
$11.8M
Shares
41.1K
% Port
0.38%
A
47.ABBV

ABBVIE INC

+7.6%
Value
$11.7M
Shares
46.7K
% Port
0.38%
C

CAPITAL GROUP GBL GROWTH EQT

+651.7%
Value
$11.7M
Shares
277.1K
% Port
0.38%
E
49.ETHA

ISHARES TR

+3.6%
Value
$11.4M
Shares
92.0K
% Port
0.37%
V
50.V

VISA INC

+19.2%
Value
$11.3M
Shares
33.1K
% Port
0.37%