account_balance
Investment manager · 13F filer · SEC CIK 1721242
Belpointe Asset Management LLC
Reported value$3.63Bas of Sep 30, 2026
Positions1,149 152 new, 124 sold out
Top 10 weight22.5%SPY alone is 4%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF
4.2%Added +68%
NVDANvidia Corporation Com
2.9%Added +15%
QQQInvesco QQQ Trust
2.7%Added +5%
AAPLApple Inc Com
2.6%Added +12%
NELSNelson Select
1.9%Added +30%
SCHGSchwab U.S. Large-Cap Growth ETF
1.8%
NDOWAnydrus Advantage ETF
1.8%
MSFTMicrosoft Corp Com
1.6%Added +11%
AMZNAmazon Com Inc
1.5%Added +24%
PLGICollaborative Investmnt Ser
1.3%Trimmed −7%
RTRERareview Total Return Bond ETF
1.2%Added +21%
RSEERareview Systematic Equity ETF
1.1%Added +19%
SPYSPDR S&P 500 ETF
4.2%Added +68%
NVDANvidia Corporation Com
2.9%Added +15%
QQQ2.7%
AAPL2.6%NELS1.9%
SCHG1.8%
NDOW1.8%
MSFT1.6%AMZN1.5%PLGI1.3%
RTRE1.2%
RSEE1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF 4.2% Added +68%NVDA Nvidia Corporation Com 2.9% Added +15%
QQQ Invesco QQQ Trust 2.7% Added +5%
AAPL Apple Inc Com 2.6% Added +12%NELS Nelson Select 1.9% Added +30%
SCHG Schwab U.S. Large-Cap Growth ETF 1.8% Held
NDOW Anydrus Advantage ETF 1.8% Held
MSFT Microsoft Corp Com 1.6% Added +11%AMZN Amazon Com Inc 1.5% Added +24%PLGI Collaborative Investmnt Ser 1.3% Trimmed −7%
RTRE Rareview Total Return Bond ETF 1.2% Added +21%
RSEE Rareview Systematic Equity ETF 1.1% Added +19%
What changed