Belleair Asset Management, LLC Purchases in Q4 2025

Belleair Asset Management, LLC

  • $105 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
140K
New
$59.84 - $60.54 $8.38M - $8.48M
140K $8.39B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
168K
New
$43.57 - $45.71 $7.33M - $7.69M
168K $7.83B
DFSD
Dimensional ETF Tr Short Durat

ETFs
154K
New
$48.17 - $48.5 $7.42M - $7.47M
154K $7.39B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
69.7K
New
$78.65 - $79.19 $5.48M - $5.52M
69.7K $5.49B
DFAX
Dimensional ETF Tr
144K
New
$30.71 - $32.34 $4.42M - $4.66M
144K $4.71B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
104K
New
$37.61 - $39.41 $3.91M - $4.1M
104K $4.12B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
82.6K
New
$49.98 - $50.22 $4.13M - $4.15M
82.6K $4.08B
ITOT
Ishares Core S&P Total U.S. St

ETFs
25.9K
New
$142.79 - $150.05 $3.7M - $3.89M
25.9K $3.85B
DFAT
Dimensional ETF Tr U S Target

ETFs
64.4K
New
$55.75 - $58.83 $3.59M - $3.79M
64.4K $3.83B
DFIV
Dimensional ETF Tr

ETFs
64.8K
New
$45.13 - $48.25 $2.93M - $3.13M
64.8K $3.23B
IDEV
Ishares Core Msci Intl Develop

ETFs
31.8K
New
$79.1 - $82.39 $2.51M - $2.62M
31.8K $2.62B
AVDV
American Centy ETF Tr Avantis

ETFs
27.9K
New
$87.37 - $90.92 $2.44M - $2.54M
27.9K $2.62B
SUB
Ishares Short Term National Mu

ETFs
20.7K
New
$106.22 - $106.81 $2.19M - $2.21M
20.7K $2.2B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
16.7K
New
$119.13 - $120.38 $1.98M - $2M
16.7K $1.99B
DFUS
Dimensional ETF Tr U S Equity

ETFs
25.6K
New
$71.0 - $74.64 $1.82M - $1.91M
25.6K $1.9B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
31.3K
New
$53.84 - $54.32 $1.68M - $1.7M
31.3K $1.68B
OZK
Bank Ozk

Financial Services
35.9K
New
$43.79 - $52.03 $1.57M - $1.87M
35.9K $1.65B
IEMG
Ishares Inc

ETFs
19.6K
New
N/A
19.6K $1.32B
MSFT
Microsoft Corp

Technology
2.61K
New
$496.82 - $542.07 $1.29M - $1.41M
2.61K $1.26B
AAPL
Apple Inc.

Technology
4.46K
New
$245.27 - $275.25 $1.09M - $1.23M
4.46K $1.21B
VGSH
Vanguard

ETFs
20.2K
New
$58.64 - $58.96 $1.18M - $1.19M
20.2K $1.19B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13.7K
New
$78.97 - $83.03 $1.08M - $1.14M
13.7K $1.13B
VTI
Vanguard Total Stock Market Et

ETFs
3.37K
New
$321.8 - $337.95 $1.08M - $1.14M
3.37K $1.13B
CAH
Cardinal Health Inc

Healthcare
5.35K
New
$153.27 - $206.06 $821K - $1.1M
5.35K $1.1B
RY
Royal Bank Of Canada

Financial Services
6.45K
New
$143.64 - $149.05 $926K - $961K
6.45K $1.1B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
30.8K
New
$31.28 - $33.46 $964K - $1.03M
30.8K $1.02B
VEA
Vanguard Ftse Developed Market

ETFs
15.8K
New
$59.18 - $62.09 $937K - $983K
15.8K $989M
LOW
Lowes Companies Inc

Consumer Cyclical
3.95K
New
$225.0 - $247.99 $888K - $979K
3.95K $952M
DIHP
Dimensional ETF Tr Dimensional

ETFs
30K
New
$30.11 - $31.43 $904K - $944K
30K $951M
Ea Series Trust
40.6K
New
N/A
40.6K $946M
MA
Mastercard Inc

Financial Services
1.59K
New
$536.85 - $580.45 $851K - $921K
1.59K $905M
CMA
Comerica Inc

Financial Services
9.81K
New
$69.09 - $80.21 $678K - $787K
9.81K $853M
ORI
Old Republic International Corp

Financial Services
17.5K
New
$38.4 - $44.35 $670K - $774K
17.5K $796M
AVEM
American Centy ETF Tr Avantis

ETFs
8.96K
New
$73.09 - $78.36 $655K - $702K
8.96K $690M
DUHP
Dimensional ETF Tr Dimensional

ETFs
17.7K
New
$37.18 - $38.47 $658K - $681K
17.7K $673M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.3K
New
$42.26 - $44.28 $562K - $589K
13.3K $590M
XOM
Exxon Mobil Corp

Energy
4.79K
New
$110.64 - $119.78 $530K - $574K
4.79K $576M
GOOGL
Alphabet Inc.

Communication Services
1.68K
New
$236.57 - $291.31 $397K - $489K
1.68K $526M
WM
Waste Management Inc

Industrials
2.39K
New
$196.77 - $219.98 $470K - $526K
2.39K $525M
RF
Regions Financial Corp

Financial Services
19.2K
New
$23.35 - $26.39 $448K - $506K
19.2K $520M
CVX
Chevron Corp

Energy
3.41K
New
$148.9 - $157.72 $508K - $538K
3.41K $520M
GOOG
Alphabet Inc.

Communication Services
1.64K
New
$237.49 - $291.74 $389K - $478K
1.64K $514M
JPM
Jpmorgan Chase & CO

Financial Services
1.59K
New
$294.11 - $320.41 $466K - $508K
1.59K $511M
IQLT
Ishares Msci Intl Quality Fact

ETFs
11.2K
New
$43.84 - $45.35 $489K - $506K
11.2K $507M
AVUV
American Centy ETF Tr Avantis

ETFs
4.76K
New
$95.19 - $100.66 $453K - $479K
4.76K $485M
HON
Honeywell International Inc

Industrials
2.42K
New
$194.07 - $220.67 $470K - $535K
2.42K $473M
VUG
Vanguard Growth ETF

ETFs
948
New
$470.44 - $504.26 $446K - $478K
948 $462M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.33K
New
$52.54 - $55.77 $437K - $464K
8.33K $448M
DISV
Dimensional ETF Tr Dimensional

ETFs
11.6K
New
$35.06 - $36.3 $407K - $421K
11.6K $441M
Activity Summary
Buys All Purchases 79 New Holdings 79 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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