13F Insight
DOSSIER · 13F-HR · Q1 2026

Belpointe Asset Management LLC

Belpointe Asset's family office based in Boston, MA — $2.7B in tracked AUM across 1,066 positions as of Q1 2026.

BA
Belpointe Asset·Boston, MA·Family Office
CIK 0001721242 · last filed Mar 31, 2026
Total AUM
$2.7B
▼ 19.0%
vs prior
Holdings
1,066
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Belpointe Asset Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF
$106M163K3.9%
02
QQQ
Invesco QQQ Trust
$83M145K3.0%
03
AAPL
Apple Inc Com
$66M259K2.4%
04
NVDA
Nvidia Corporation Com
$65M372K2.4%
05
PLGI
COLLABORATIVE INVESTMNT SER
$58M2.4M2.1%
06
NDOW
ANYDRUS ADVANTAGE ETF
$58M2.1M2.1%
07
SCHG
Schwab U.S. Large-Cap Growth ETF
$54M1.9M2.0%
08
NELS
NELSON SELECT
$42M1.7M1.5%
09
AMZN
Amazon COM Inc
$37M176K1.3%
10
MSFT
Microsoft Corp Com
$36M98K1.3%

Filing history

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