Arkolith/Funds/Belpointe Asset Management LLC

Belpointe Asset Management LLC

CIK 1721242
Holdings as of Mar 31, 2026·disclosed Apr 28, 2026·~28-day 13F lag·One quarter behind·13F-HR
Inactive

Belpointe Asset Management LLC holds a diversified book of 1066 reported positions worth $2.7B as of Q1 2026 (disclosed Apr 28, 2026, a ~28-day 13F lag). This quarter they opened SS Multi-Asset Real Ret ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 4% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
14%
Top 10 holdings
22%
Top 20 holdings
33%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

37% mapped to company sectors

ETFs / funds
55%
Information Technology
13%
No sector on file yet
8%
Financials
6%
Consumer Discretionary
4%
Industrials
4%
Health Care
2%
Utilities
2%

+5 sectors below the cut, 6% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Belpointe Asset Management LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.11 / 80$4.5B
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd25 / 80$1.0B
Prospect Hill Management, LLC9 / 80$241.4M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Planning Project LLC12 / 80$447.7M
Ebert Capital Management Inc.16 / 80$91.8M

Ranked by the share of each fund's own book sitting in the names it shares with Belpointe Asset Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

1,066 positions
#SecurityValueShares% PortLast moveHistory
1SPDR S&P 500 ETF
ETF
$105.7M162.6K
3.9%
−6.2%
Reduced · −11K sh
2Invesco QQQ Trust
ETF
$83.5M144.7K
3.0%
+5.8%
Added · +8K sh
3Apple Inc Com
COM
$65.6M258.6K
2.4%
+2.7%
Added · +7K sh
4Nvidia Corporation Com
COM
$64.8M371.6K
2.4%
−1.4%
Reduced · −5K sh
5Collaborative Investmnt Ser
ETF
$57.9M2.39M
2.1%
+42%
Added · +702K sh
6Anydrus Advantage ETF
ETF
$57.7M2.10M
2.1%
+5.4%
Added · +108K sh
7Schwab U.S. Large-Cap Growth ETF
ETF
$54.3M1.86M
2.0%
+0.8%
Added · +14K sh
8Nelson Select
ETF
$42.4M1.71M
1.5%
+8.0%
Added · +127K sh
9Amazon COM Inc
COM
$36.7M176.3K
1.3%
+25%
Added · +35K sh
10Microsoft Corp Com
COM
$36.1M97.6K
1.3%
+14%
Added · +12K sh
11Rareview Total Return Bond ETF
ETF
$35.5M1.42M
1.3%
+22%
Added · +257K sh
12Schwab Strategic TR
ETF
$34.4M1.34M
1.3%
−8.8%
Reduced · −130K sh
13Vanguard S&P 500 ETF
ETF
$33.2M55.5K
1.2%
+5.3%
Added · +3K sh
14Schwab Strategic TR
COM
$31.9M1.14M
1.2%
−15%
Reduced · −201K sh
15Ishares TR
ETF
$31.9M48.8K
1.2%
+23%
Added · +9K sh
16Rareview Systematic Equity ETF
ETF
$30.8M942.0K
1.1%
+5.5%
Added · +49K sh
17Wisdomtree TR
ETF
$29.2M333.0K
1.1%
+1.3%
Added · +4K sh
18Vanguard Index FDS
ETF
$29.1M66.5K
1.1%
−0.3%
Reduced · −238 sh
19Badger Meter Inc
COM
$27.3M179.0K
1.0%
Held
20Schwab Strategic TR
ETF
$24.7M999.6K
0.9%
+16%
Added · +134K sh
21BlackRock ETF Trust II
ETF
$24.3M468.5K
0.9%
−11%
Reduced · −55K sh
22Alphabet Inc
COM
$23.0M80.1K
0.8%
+21%
Added · +14K sh
23State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ETF
$23.0M251.1K
0.8%
+20%
Added · +42K sh
24SPDR Series Trust
ETF
$20.9M894.3K
0.8%
−4.1%
Reduced · −39K sh
25Meta Platforms Inc Cl A
COM
$19.9M34.9K
0.7%
−6.7%
Reduced · −2K sh
26Vanguard Scottsdale FDS
ETF
$19.0M230.0K
0.7%
+0.5%
Added · +1K sh
27Ishares TR
ETF
$18.1M146.0K
0.7%
+22%
Added · +26K sh
28Tesla Inc Com
COM
$18.1M48.7K
0.7%
−6.8%
Reduced · −4K sh
29SPDR Series Trust
ETF
$17.7M231.6K
0.6%
+0.8%
Added · +2K sh
30Berkshire Hathaway Inc. New Common Stock
COM
$17.0M35.5K
0.6%
+4.5%
Added · +2K sh
31Ishares Inc
ETF
$16.8M213.7K
0.6%
+24%
Added · +41K sh
32SPDR Index SHS FDS
ETF
$16.7M366.0K
0.6%
+0.3%
Added · +1K sh
33Collaborative Investmnt Ser
ETF
$16.7M723.3K
0.6%
+15%
Added · +96K sh
34SPDR Gold Shares
ETF
$16.6M38.6K
0.6%
−6.7%
Reduced · −3K sh
35Vanguard Total Stock Market ETF
ETF
$14.6M45.6K
0.5%
−6.6%
Reduced · −3K sh
36Vanguard Index FDS
ETF
$14.3M49.9K
0.5%
+5.0%
Added · +2K sh
37Alphabet Inc
COM
$14.0M48.8K
0.5%
+0.8%
Added · +374 sh
38Tidal Trust III
ETF
$13.6M519.9K
0.5%
+33%
Added · +129K sh
39JP Morgan Chase & Co. Common Stock
COM
$13.0M44.3K
0.5%
+7.4%
Added · +3K sh
40Ishares TR
ETF
$13.0M306.7K
0.5%
−3.2%
Reduced · −10K sh
41GE Aerospace Common Stock
COM
$12.8M45.1K
0.5%
~0%
Reduced · −3 sh
42Goose Hollow Tactical Allocation ETF
ETF
$12.1M405.7K
0.4%
~0%
Reduced · −22 sh
43Belpointe Prep LLC
ETF
$12.0M226.5K
0.4%
+3.3%
Added · +7K sh
44Netflix Inc.
COM
$11.6M120.8K
0.4%
+12%
Added · +13K sh
45Costco Wholesale Corporation
COM
$11.6M11.6K
0.4%
+37%
Added · +3K sh
46Ishares TR
ETF
$11.5M169.9K
0.4%
+55%
Added · +60K sh
47J P Morgan Exchange Traded F
ETF
$11.3M198.6K
0.4%
+20%
Added · +34K sh
48Vanguard Index FDS
ETF
$11.2M43.4K
0.4%
−7.5%
Reduced · −3K sh
49iShares Core U.S. Aggregate Bond ETF
ETF
$10.6M107.0K
0.4%
+87%
Added · +50K sh
50Exxon Mobil Corporation Common Stock
COM
$10.6M62.5K
0.4%
+4.7%
Added · +3K sh
Showing 50 of 1,066 positions
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Filing history

As-of date vs the date the SEC received each filing

$2.8B · Q4 2025Q3 2020 · $898.5MQ1 2026 · $2.7B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q1 2026Mar 31, 2026Apr 28, 202628d1,066$2.7B13F-HR
Q4 2025Dec 31, 2025Jan 27, 202627d1,019$2.8B13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d982$2.6B13F-HR
Q2 2025Jun 30, 2025Jul 22, 202522d935$2.4B13F-HR
Q1 2025Mar 31, 2025May 20, 202550d914$1.9B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202544d849$1.7B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d928$1.7B13F-HR
Q2 2024Jun 30, 2024Aug 2, 202433d849$1.4B13F-HR
Q1 2024Mar 31, 2024May 8, 202438d783$1.3B13F-HR
Q4 2023Dec 31, 2023Feb 13, 202444d701$1.1B13F-HR
Q3 2023Sep 30, 2023Nov 15, 202346d651$965.6M13F-HR
Q2 2023Jun 30, 2023Aug 15, 202346d612$945.4M13F-HR
Q1 2023Mar 31, 2023May 15, 202345d3,721$1.9B13F-HR
Q4 2022Dec 31, 2022Feb 8, 202339d3,677$1.7B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d1,159$1.5B13F-HR
Q2 2022Jun 30, 2022Aug 2, 202233d1,127$1.5B13F-HR
Q1 2022Mar 31, 2022Apr 28, 202228d1,222$1.7B13F-HR
Q4 2021Dec 31, 2021Feb 15, 202246d1,196$1.6B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d1,162$1.5B13F-HR
Q2 2021Jun 30, 2021Aug 9, 202140d1,130$1.4B13F-HR
Q1 2021Mar 31, 2021May 14, 202144d1,005$1.2B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d955$1.1B13F-HR
Q3 2020Sep 30, 2020Nov 13, 202044d774$898.5M13F-HR/A
Amended / restated
  • Q3 2020 · filed Nov 13, 202013F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.