Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Belpointe Asset Management LLC (CIK 1721242) reported $2.74B across 1,061 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($105.7M, 3.86%), QQQ ($83.5M, 3.05%), AAPL ($65.6M, 2.40%), NVDA ($64.8M, 2.37%), MOPPX ($57.9M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF | $105.7M | 3.86% | 162,559 | Trimmed |
| 2 | QQQ | Invesco QQQ Trust | $83.5M | 3.05% | 144,664 | Added |
| 3 | AAPL | Apple Inc Com | $65.6M | 2.40% | 258,568 | Added |
| 4 | NVDA | Nvidia Corporation Com | $64.8M | 2.37% | 371,643 | Trimmed |
| 5 | MOPPX | COLLABORATIVE INVESTMNT SER | $57.9M | 2.11% | 2.4M | Added |
| 6 | NDOW | ANYDRUS ADVANTAGE ETF | $57.7M | 2.10% | 2.1M | Added |
| 7 | SCHG | Schwab U.S. Large-Cap Growth ETF | $54.3M | 1.98% | 1.9M | Added |
| 8 | MOPPX | NELSON SELECT | $42.4M | 1.55% | 1.7M | Added |
| 9 | AMZN | Amazon COM Inc | $36.7M | 1.34% | 176,274 | Added |
| 10 | MSFT | Microsoft Corp Com | $36.1M | 1.32% | 97,568 | Added |
| 11 | RTRE | RAREVIEW TOTAL RETURN BOND ETF | $35.5M | 1.29% | 1.4M | Added |
| 12 | SCHX | SCHWAB STRATEGIC TR | $34.4M | 1.26% | 1.3M | Trimmed |
| 13 | VOO | Vanguard S&P 500 ETF | $33.2M | 1.21% | 55,548 | Added |
| 14 | FNDX | SCHWAB STRATEGIC TR | $31.9M | 1.16% | 1.1M | Trimmed |
| 15 | IVV | ISHARES TR | $31.9M | 1.16% | 48,759 | Added |
| 16 | RSEE | RAREVIEW SYSTEMATIC EQUITY ETF | $30.8M | 1.12% | 942,019 | Added |
| 17 | DGRW | WISDOMTREE TR | $29.2M | 1.07% | 332,954 | Added |
| 18 | VUG | VANGUARD INDEX FDS | $29.1M | 1.06% | 66,532 | Trimmed |
| 19 | BMI | BADGER METER INC | $27.3M | 1.00% | 178,960 | Hold |
| 20 | SCHF | SCHWAB STRATEGIC TR | $24.7M | 0.90% | 999,638 | Added |
| 21 | BINC | BLACKROCK ETF TRUST II | $24.3M | 0.89% | 468,472 | Trimmed |
| 22 | BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $23.0M | 0.84% | 251,146 | Added |
| 23 | GOOGL | ALPHABET INC | $23.0M | 0.84% | 80,147 | Added |
| 24 | SPHY | SPDR SERIES TRUST | $20.9M | 0.76% | 894,286 | Trimmed |
| 25 | META | Meta Platforms Inc Cl A | $19.9M | 0.73% | 34,858 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31