Belpointe Asset Management LLC Portfolio Holdings
Belpointe Asset Management LLC
- $2.14 Billion
- Q2 2025
Belpointe Asset Management LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.14 Billion distributed in 935 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $175M, Nvidia Corp with a value of $59.2M, Invesco Qqq Trust, Series 1 with a value of $58.1M, Spdr S&P 500 ETF Trust with a value of $53.4M, and Apple Inc. with a value of $51.5M.
Examining the 13F form we can see an increase of $456M in the current position value, from $1.69B to 2.14B.
Below you can find more details about Belpointe Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.14 Billion
ETFs: $1.12 Billion
Technology: $459 Million
Financial Services: $119 Million
Consumer Cyclical: $89 Million
Communication Services: $79.7 Million
Industrials: $65.5 Million
Healthcare: $56 Million
Consumer Defensive: $44 Million
Other: $100 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 935
- Current Value $2.14 Billion
- Prior Value $1.69 Billion
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 124 stocks
- Additional Purchases 388 stocks
- Sold out of 0 stocks
- Reduced holdings in 375 stocks