DOSSIER · 13F-HR · Q2 2026
BELLEVUE ASSET MANAGEMENT, LLC
$217M in tracked AUM across 578 positions as of Q2 2026.
BA
CIK 0001801619 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Bellevue Asset Management, LLC reported a substantial expansion in its portfolio activity for the quarter ending December 31, 2025. The total portfolio value surged by 209.5%, growing from approximately $99.92M to $309.25M. This dramatic increase is attributable to a combination of significant capital inflows and a strategic pivot in asset allocation. The portfolio currently holds 489 positions, indicating a high level of diversification.
The portfolio st...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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