Belleair Asset Management, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $8.39B, Dimensional ETF Tr Us Marketwi with a value of $7.83B, Dimensional ETF Tr Short Durat with a value of $7.39B, Vanguard Bd Index Fd Inc Short with a value of $5.49B, and Dimensional ETF Tr with a value of $4.71B.
Examining the 13F form we can see an increase of $105B in the current position value.
Belleair Asset Management, LLC is based out at Belleair Bluffs, FL
Below you can find more details about Belleair Asset Management, LLC portfolio as well as his latest detailed transactions.
