Belpointe Asset Management LLC Portfolio Holdings
Belpointe Asset Management LLC
- $2.32 Billion
- Q3 2025
Belpointe Asset Management LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.32 Billion distributed in 982 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $156M, Nvidia Corp with a value of $71.6M, Invesco Qqq Trust, Series 1 with a value of $70.7M, Spdr S&P 500 ETF Trust with a value of $65.7M, and Apple Inc. with a value of $63M.
Examining the 13F form we can see an increase of $177M in the current position value, from $2.14B to 2.32B.
Below you can find more details about Belpointe Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.32 Billion
ETFs: $1.24 Billion
Technology: $473 Million
Financial Services: $127 Million
Consumer Cyclical: $99.7 Million
Communication Services: $89.5 Million
Industrials: $68.7 Million
Healthcare: $60.1 Million
Consumer Defensive: $42.2 Million
Other: $105 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 982
- Current Value $2.32 Billion
- Prior Value $2.14 Billion
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 134 stocks
- Additional Purchases 418 stocks
- Sold out of 0 stocks
- Reduced holdings in 383 stocks