BELLEVUE ASSET MANAGEMENT, LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 216,737
- Description
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- Website
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- 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 | 8/4/2026 | 578 | 216,737 | 13F-HR | BELLEVUE ASSET MANAGEMENT, LLC |
| Q1 2026 | 4/24/2026 | 369 | 199,843 | 13F-HR | BELLEVUE ASSET MANAGEMENT, LLC |
| Q4 2025 | 1/23/2026 | 489 | 309,251 | 13F-HR | BELLEVUE ASSET MANAGEMENT, LLC |
| Q3 2025 | 11/4/2025 | 487 | 217,315 | 13F-HR | BELLEVUE ASSET MANAGEMENT, LLC |
| Q2 2025 | 7/23/2025 | 472 | 205,468 | 13F-HR | BELLEVUE ASSET MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 139.7 K | 64.4% | 9.503 K | 0 | 9.503 K |
| ETFs | 77.06 K | 35.6% | 7.45 K | 0 | 7.45 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
216,737
Holdings
578
QoQ value change ($000)
16,894
(8.5%)
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.