13F Insight
DOSSIER · 13F Holders · Q4 2025
OZ

BELPOINTE PREP LLC

47 institutions still hold BELPOINTE PREP LLC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 080694102·47 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$66M
visible holders
Holders
47
filers reporting
Concentration
24.42%
Precision Wealth Strategies, LLC #1
top holder share
AI Holders Summary · Q4 2025

47 institutions reported OZ in Q4 2025. Precision Wealth Strategies, LLC leads at 24.4% 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
$16M247K5.20%Q4 202502
Belpointe Asset Management LLC
CIK 0001721242
$12M226K0.44%Q1 202603
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$11M241K0.16%Q2 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M94K0.01%Q1 202605
United Asset Strategies, Inc.
CIK 0001539948
$4M89K0.28%Q2 202606
Lido Advisors, LLC
CIK 0001650150
$3M64K0.01%Q1 202607
Brookwood Investment Group LLC
CIK 0002066812
$2M38K0.25%Q1 202608
Mason & Associates Inc
CIK 0001917686
$1M25K0.25%Q1 202609
WEALTH ALLIANCE, LLC
CIK 0001793904
$1M23K0.12%Q1 202610
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$1M21K0.03%Q1 202611
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$987K22K0.10%Q2 202612
Rockefeller Capital Management L.P.
CIK 0001739439
$977K18K0.00%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$975K18K0.00%Q1 202614
Mariner, LLC
CIK 0001373442
$930K17K0.00%Q1 202615
LPL Financial LLC
CIK 0001403438
$875K16K0.00%Q1 202616
Navis Wealth Advisors, LLC
CIK 0001849055
$863K16K0.44%Q1 202617
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$845K16K0.02%Q1 202618
Keystone Wealth Services, LLC
CIK 0001866189
$828K16K0.18%Q1 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$696K13K0.00%Q1 202620
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$677K15K0.18%Q2 2026
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