13F Insight
DOSSIER · 13F Holders · Q2 2026
OZ

BELPOINTE PREP LLC

45 institutions still hold BELPOINTE PREP LLC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 080694102·45 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$52M
visible holders
Holders
45
filers reporting
Concentration
20.39%
Precision Wealth Strategies, LLC #1
top holder share
AI Holders Summary · Q2 2026

45 institutions reported OZ in Q2 2026. Precision Wealth Strategies, LLC leads at 20.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Precision Wealth Strategies, LLC
CIK 0001844197
$11M235K3.21%Q2 202602
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$10M240K0.13%Q3 202603
Belpointe Asset Management LLC
CIK 0001721242
$9M216K0.24%Q3 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M94K0.01%Q2 202605
United Asset Strategies, Inc.
CIK 0001539948
$4M91K0.26%Q3 202606
Lido Advisors, LLC
CIK 0001650150
$3M64K0.01%Q3 202607
Brookwood Investment Group LLC
CIK 0002066812
$2M36K0.18%Q2 202608
Mason & Associates Inc
CIK 0001917686
$1M25K0.18%Q2 202609
LPL Financial LLC
CIK 0001403438
$1M25K0.00%Q3 202610
WEALTH ALLIANCE, LLC
CIK 0001793904
$1M23K0.09%Q2 202611
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$897K22K0.09%Q3 202612
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$870K21K0.02%Q3 202613
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$845K16K0.02%Q1 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$832K18K0.00%Q2 202615
Navis Wealth Advisors, LLC
CIK 0001849055
$735K16K0.28%Q2 202616
Arax Advisory Partners
CIK 0001586767
$720K16K0.00%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$673K15K0.00%Q2 202618
Keystone Wealth Services, LLC
CIK 0001866189
$646K16K0.12%Q3 202619
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$612K15K0.18%Q3 202620
Mariner, LLC
CIK 0001373442
$542K12K0.00%Q2 2026
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