Notify me when Belpointe Asset Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,019 | $2,768,153,553 | +$544,583,392 | -$276,873,849 | +$267,709,543 | NOW, SPY, QQQ, NVDA, AAPL | 13F-HR | 27 Jan 2026, 11:40 |
| Q3 2025 | 982 | $2,617,756,266 | +$283,926,276 | -$190,877,228 | +$93,049,048 | NOW, NVDA, QQQ, SPY, AAPL | 13F-HR | 31 Oct 2025, 18:44 |
| Q2 2025 | 935 | $2,400,212,952 | +$566,529,437 | -$245,425,697 | +$321,103,740 | NOW, NVDA, QQQ, SPY, AAPL | 13F-HR | 22 Jul 2025, 12:29 |
| Q1 2025 | 914 | $1,921,907,947 | +$505,642,213 | -$290,505,225 | +$215,136,988 | SGOV, AAPL, SPY, QQQ, NVDA | 13F-HR | 20 May 2025, 16:03 |
| Q4 2024 | 849 | $1,594,314,668 | +$101,421,289 | -$92,875,580 | +$8,545,709 | AAPL, SPY, QQQ, NVDA, NDOW | 13F-HR | 13 Feb 2025, 14:23 |
| Q3 2024 | 921 | $1,667,218,413 | +$275,417,922 | -$112,468,365 | +$162,949,557 | AAPL, SPY, QQQ, NVDA, NDOW | 13F-HR | 12 Nov 2024, 19:47 |
| Q2 2024 | 849 | $1,432,274,431 | +$293,445,289 | -$189,487,021 | +$103,958,268 | AAPL, SPY, QQQ, NVDA, MSFT | 13F-HR | 02 Aug 2024, 16:55 |
| Q1 2024 | 783 | $1,335,217,243 | +$294,140,667 | -$172,968,259 | +$121,172,408 | AAPL, SPY, QQQ, NVDA, MSFT | 13F-HR | 08 May 2024, 12:53 |
| Q4 2023 | 701 | $1,138,578,158 | +$205,861,974 | -$115,703,733 | +$90,158,241 | SPY, AAPL, QQQ, BMI, MSFT | 13F-HR | 13 Feb 2024, 11:45 |
| Q3 2023 | 650 | $965,628,007 | +$147,087,089 | -$93,367,560 | +$53,719,529 | SPY, AAPL, QQQ, BMI, MSFT | 13F-HR | 15 Nov 2023, 15:42 |
| Q2 2023 | 612 | $944,172,216 | +$72,921,443 | -$1,087,621,178 | -$1,014,699,735 | SPY, AAPL, QQQ, BMI, OZ | 13F-HR | 14 Aug 2023, 19:06 |
| Q1 2023 | 3,721 | $1,846,167,533 | +$317,554,830 | -$208,296,021 | +$109,258,809 | AAPL, SPY, BRKB, QQQ, MSFT | 13F-HR | 15 May 2023, 11:23 |
| Q4 2022 | 3,677 | $1,654,410,165 | +$302,893,993 | -$210,861,625 | +$92,032,368 | AAPL, SPY, BRKB, BIL, QQQ | 13F-HR | 08 Feb 2023, 13:46 |
| Q3 2022 | 1,159 | $1,478,212,000 | +$265,749,577 | -$182,592,924 | +$83,156,653 | AAPL, SPY, BRKB, QQQ, AMZN | 13F-HR | 14 Nov 2022, 11:53 |
| Q2 2022 | 1,127 | $1,486,047,000 | +$287,675,261 | -$163,444,874 | +$124,230,387 | AAPL, SPY, BRKB, QQQ, MSFT | 13F-HR | 02 Aug 2022, 14:19 |
| Q1 2022 | 1,222 | $1,649,471,000 | +$302,998,511 | -$196,992,685 | +$106,005,826 | AAPL, BRKB, SPY, AMZN, QQQ | 13F-HR | 28 Apr 2022, 15:27 |
| Q4 2021 | 1,196 | $1,600,921,000 | +$211,421,008 | -$173,687,305 | +$37,733,703 | AAPL, SPY, BRKB, AMZN, VTI | 13F-HR | 15 Feb 2022, 14:18 |
| Q3 2021 | 1,162 | $1,461,137,000 | +$282,775,569 | -$173,692,353 | +$109,083,216 | AAPL, SPY, AMZN, BRKB, QQQ | 13F-HR | 15 Nov 2021, 11:18 |
| Q2 2021 | 1,130 | $1,387,322,000 | +$271,692,485 | -$127,895,572 | +$143,796,913 | AAPL, AMZN, SPY, VTI, QQQ | 13F-HR | 09 Aug 2021, 15:55 |
| Q1 2021 | 1,005 | $1,164,281,000 | +$179,343,384 | -$170,514,440 | +$8,828,944 | AAPL, AMZN, IVOL, SPY, VTI | 13F-HR | 14 May 2021, 12:42 |
| Q4 2020 | 955 | $1,091,802,000 | +$247,997,622 | -$117,846,453 | +$130,151,169 | AAPL, AMZN, SPY, VTI, MSFT | 13F-HR | 12 Feb 2021, 18:20 |
| Q3 2020 | 774 | $897,595,000 | +$180,496,216 | -$72,913,154 | +$107,583,062 | AAPL, AMZN, SPY, TADS, TAEQ | Restatement | 13 Nov 2020, 15:57 |
| Q2 2020 | 732 | $771,038,000 | +$179,031,300 | -$84,273,725 | +$94,757,575 | AAPL, AMZN, TAEQ, TADS, SPY | 13F-HR | 20 Jul 2020, 12:23 |
| Q1 2020 | 617 | $570,744,000 | +$94,638,487 | -$176,548,883 | -$81,910,396 | AAPL, SPY, QQQ, AMZN, VTI | 13F-HR | 20 Jul 2020, 11:21 |
| Q4 2019 | 780 | $786,017,000 | +$209,901,536 | -$49,893,136 | +$160,008,400 | AAPL, SPLV, SPY, AMZN, VTI | 13F-HR | 18 Feb 2020, 11:23 |
| Q3 2019 | 673 | $592,822,000 | +$139,593,327 | -$56,576,594 | +$83,016,733 | HECO, AAPL, SPY, AMZN, HUSE | 13F-HR | 16 Jan 2020, 15:56 |
| Q2 2019 | 607 | $507,963,000 | +$186,181,559 | -$108,542,063 | +$77,639,496 | HUSE, HECO, SPY, AAPL, AMZN | 13F-HR | 22 Nov 2019, 16:09 |
| Q1 2019 | 472 | $419,533,000 | +$112,972,413 | -$120,101,913 | -$7,129,500 | HUSE, SPY, AAPL, SCHX, AMZN | 13F-HR | 10 Jun 2019, 18:57 |
| Q4 2018 | 497 | $393,818,000 | +$48,038,109 | -$206,980,737 | -$158,942,628 | HUSE, SPY, BMI, BMY, QQQ | 13F-HR | 05 Mar 2019, 21:15 |
| Q3 2018 | 647 | $631,375,000 | +$281,211,122 | -$25,331,284 | +$255,879,838 | HUSE, SPY, AAPL, TIP, VTI | 13F-HR | 23 Nov 2018, 15:28 |
| Q2 2018 | 337 | $357,941,000 | +$66,516,998 | -$57,397,787 | +$9,119,211 | HUSE, SPY, BMY, AAPL, SSO | 13F-HR | 06 Aug 2018, 15:08 |
| Q1 2018 | 347 | $342,698,000 | +$57,296,804 | -$168,463,375 | -$111,166,571 | HUSE, SPY, BMY, VTI, GLD | 13F-HR | 06 Aug 2018, 13:54 |
| Q4 2017 | 459 | $456,519,000 | +$70,230,023 | -$49,829,956 | +$20,400,067 | HUSE, SPY, AAPL, BMY, VTI | 13F-HR | 14 Feb 2018, 18:49 |
| Q3 2017 | 419 | $426,806,000 | $0 | $0 | $0 | HUSE, SPY, AAPL, BMY, VTI | 13F-HR | 15 Nov 2017, 21:14 |