13F Insight
DOSSIER · 13F Holders · Q4 2025Most-boughtAI cap-ex
OZ

BELPOINTE PREP LLC

48 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 080694102·48 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 4.1%
vs prior quarter
13F value held
$69M
68.0% inst. owned
of float
Holders
48
+70 QoQ
filers reporting
Activity
+79 / −8
+1,028 added · −831 reduced
this quarter
Concentration
23.32%
Precision Wealth Strategies, LLC #1
top holder share
AI Holders Summary · Q4 2025

48 institutions reported OZ in Q4 2025. Precision Wealth Strategies, LLC leads at 23.3% of the visible book. +70 net new institutions vs prior quarter — accumulation reading.

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
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$13M247K0.23%Q1 202603
Belpointe Asset Management LLC
CIK 0001721242
$12M226K0.44%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M94K0.01%Q1 202605
United Asset Strategies, Inc.
CIK 0001539948
$5M89K0.38%Q1 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
SHEETS SMITH WEALTH MANAGEMENT
CIK 0001157436
$1M22K0.13%Q1 202611
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$1M21K0.03%Q1 202612
Rockefeller Capital Management L.P.
CIK 0001739439
$976,75218K0.00%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$975,15618K0.00%Q1 202614
Mariner, LLC
CIK 0001373442
$930,41517K0.00%Q1 202615
LPL Financial LLC
CIK 0001403438
$875,30016K0.00%Q1 202616
Navis Wealth Advisors, LLC
CIK 0001849055
$863,22316K0.44%Q1 202617
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$845,34816K0.02%Q1 202618
Keystone Wealth Services, LLC
CIK 0001866189
$827,68616K0.18%Q1 202619
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$803,10715K0.24%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$560,67511K0.00%Q1 2026
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