Belpointe Asset Management LLC Portfolio Holdings
Belpointe Asset Management LLC
- $2.9 Billion
- Q4 2025
Belpointe Asset Management LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.9 Billion distributed in 1019 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $705M, Spdr S&P 500 ETF Trust with a value of $115M, Invesco Qqq Trust, Series 1 with a value of $82.5M, Nvidia Corp with a value of $70.3M, and Apple Inc. with a value of $67.3M.
Examining the 13F form we can see an increase of $579M in the current position value, from $2.32B to 2.9B.
Below you can find more details about Belpointe Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.9 Billion
ETFs: $1.28 Billion
Technology: $1.02 Billion
Financial Services: $124 Million
Consumer Cyclical: $98.9 Million
Communication Services: $82.9 Million
Healthcare: $75.3 Million
Industrials: $65.3 Million
Consumer Defensive: $42.3 Million
Other: $101 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,019
- Current Value $2.9 Billion
- Prior Value $2.32 Billion
- Filing
- Period Q4 2025
- Filing Date January 27, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 146 stocks
- Additional Purchases 447 stocks
- Sold out of 0 stocks
- Reduced holdings in 370 stocks