Belpointe Asset Management LLC
All 13F Filings
- Location
- Reno, NV
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 3,060,517
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 1,121 | 3,060,517 | 13F-HR | Belpointe Asset Management LLC |
| Q1 2026 | 4/28/2026 | 1,066 | 2,739,496 | 13F-HR | Belpointe Asset Management LLC |
| Q4 2025 | 1/27/2026 | 1,019 | 2,768,154 | 13F-HR | Belpointe Asset Management LLC |
| Q3 2025 | 11/3/2025 | 982 | 2,617,756 | 13F-HR | Belpointe Asset Management LLC |
| Q2 2025 | 7/22/2025 | 935 | 2,400,213 | 13F-HR | Belpointe Asset Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.127 M | 36.8% | 153.2 K | 0 | 153.2 K |
| ETFs | 1.933 M | 63.2% | 167.8 K | 0 | 167.8 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
3,060,517
Holdings
1121
QoQ value change ($000)
321,021
(11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.