Belpointe Asset Management LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Belpointe Asset Management LLC maintained a portfolio of 1214 distinct positions. They heavily accumulated shares in Invesco QQQ Trust, increasing their position by 5.8%. The fund also reduced its exposure to SCHWAB STRATEGIC TR by 14.9%.
PCA Score Concentration Risk
Risk ENB
Total Positions
1214
Quarter
2026 Q1
Top Holding
SPY (3.9%)
Top 10 Concentration
22.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1214
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
SPDR S&P 500 ET...
ETF 3.86% 4.27% #1 1
Prev: #2
4.0 -10,755 -6.2%
P
S
162,559 $105,719,497 2017 Q3 13F Filing 2026-03-31 2026-04-28
QQQ
Invesco QQQ Tru...
ETF 3.05% 3.03% #2 1
Prev: #3
4.7 7,989 5.8%
P
S
144,664 $83,497,429 2017 Q3 13F Filing 2026-03-31 2026-04-28
AAPL
Apple Inc Com
Technology 2.40% 2.47% #3 2
Prev: #5
2.5 6,864 2.7%
P
S
258,568 $65,623,075 2017 Q3 13F Filing 2026-03-31 2026-04-28
NVDA
Nvidia Corporat...
Technology 2.37% 2.54% #4
Prev: #4
1.9 -5,311 -1.4%
P
S
371,643 $64,814,901 2017 Q3 13F Filing 2026-03-31 2026-04-28
PLGI
COLLABORATIVE I...
ETF 2.11% 1.53% #5 3
Prev: #8
3.8 701,879 41.5%
P
S
2,391,238 $57,872,520 2025 Q4 13F Filing 2026-03-31 2026-04-28
NDOW
ANYDRUS ADVANTA...
ETF 2.10% 1.99% #6 1
Prev: #7
2.8 107,747 5.4%
P
S
2,102,667 $57,655,143 2024 Q2 13F Filing 2026-03-31 2026-04-28
SCHG
Schwab U.S. Lar...
ETF 1.98% 2.18% #7 1
Prev: #6
1.3 14,364 0.8%
P
S
1,864,285 $54,306,662 2018 Q3 13F Filing 2026-03-31 2026-04-28
NELS
NELSON SELECT
ETF 1.55% 1.48% #8 2
Prev: #10
2.6 126,709 8.0%
P
S
1,712,752 $42,445,420 2025 Q4 13F Filing 2026-03-31 2026-04-28
AMZN
Amazon COM Inc
Consumer Cyclical 1.34% 1.18% #9 5
Prev: #14
3.0 35,097 24.9%
P
S
176,274 $36,712,640 2017 Q3 13F Filing 2026-03-31 2026-04-28
MSFT
Microsoft Corp ...
Technology 1.32% 1.49% #10 1
Prev: #9
2.5 12,198 14.3%
P
S
97,568 $36,117,722 2017 Q3 13F Filing 2026-03-31 2026-04-28
RTRE
RAREVIEW TOTAL ...
ETF 1.29% 1.06% #11 8
Prev: #19
3.0 256,753 22.1%
P
S
1,416,149 $35,453,728 2024 Q2 13F Filing 2026-03-31 2026-04-28
SCHX
SCHWAB STRATEGI...
ETF 1.26% 1.43% #12 1
Prev: #11
1.0 -129,717 -8.8%
P
S
1,343,042 $34,435,611 2017 Q3 13F Filing 2026-03-31 2026-04-28
VOO
Vanguard S&P 50...
ETF 1.21% 1.19% #13
Prev: #13
2.5 2,814 5.3%
P
S
55,548 $33,193,098 2017 Q3 13F Filing 2026-03-31 2026-04-28
FNDX
SCHWAB STRATEGI...
ETF 1.16% 1.32% #14 2
Prev: #12
1.0 -200,679 -14.9%
P
S
1,144,416 $31,871,997 2022 Q1 13F Filing 2026-03-31 2026-04-28
IVV
ISHARES TR
ETF 1.16% 0.98% #15 6
Prev: #21
3.0 8,992 22.6%
P
S
48,759 $31,851,491 2017 Q3 13F Filing 2026-03-31 2026-04-28
RSEE
RAREVIEW SYSTEM...
ETF 1.12% 1.10% #16 1
Prev: #17
2.4 48,930 5.5%
P
S
942,019 $30,759,410 2022 Q2 13F Filing 2026-03-31 2026-04-28
DGRW
WISDOMTREE TR
ETF 1.07% 1.06% #17 1
Prev: #18
0.9 4,116 1.3%
P
S
332,954 $29,246,722 2022 Q1 13F Filing 2026-03-31 2026-04-28
VUG
VANGUARD INDEX ...
ETF 1.06% 1.18% #18 3
Prev: #15
0.9 -238 -0.4%
P
S
66,532 $29,061,433 2017 Q3 13F Filing 2026-03-31 2026-04-28
BMI
BADGER METER IN...
Technology 1.00% 1.13% #19 3
Prev: #16
1.4 no change no change
P
S
178,960 $27,264,556 2018 Q4 13F Filing 2026-03-31 2026-04-28
SCHF
SCHWAB STRATEGI...
ETF 0.90% 0.75% #20 5
Prev: #25
2.4 134,374 15.5%
P
S
999,638 $24,741,078 2017 Q4 13F Filing 2026-03-31 2026-04-28
BINC
BLACKROCK ETF T...
ETF 0.89% 1.00% #21 1
Prev: #20
0.9 -55,274 -10.6%
P
S
468,472 $24,327,779 2025 Q3 13F Filing 2026-03-31 2026-04-28
GOOGL
ALPHABET INC
Communication Services 0.84% 0.75% #22 4
Prev: #26
2.8 14,082 21.3%
P
S
80,147 $23,047,598 2017 Q3 13F Filing 2026-03-31 2026-04-28
BIL
State Street SP...
ETF 0.84% 0.69% #23 5
Prev: #28
2.3 41,567 19.8%
P
S
251,146 $23,015,021 2018 Q3 13F Filing 2026-03-31 2026-04-28
SPHY
SPDR SERIES TRU...
ETF 0.76% 0.80% #24
Prev: #24
0.8 -38,543 -4.1%
P
S
894,286 $20,854,759 2022 Q1 13F Filing 2026-03-31 2026-04-28
META
Meta Platforms ...
Communication Services 0.73% 0.89% #25 3
Prev: #22
0.8 -2,487 -6.7%
P
S
34,858 $19,944,230 2017 Q3 13F Filing 2026-03-31 2026-04-28
VCIT
VANGUARD SCOTTS...
ETF 0.69% 0.69% #26 1
Prev: #27
0.8 1,164 0.5%
P
S
230,023 $19,034,406 2017 Q3 13F Filing 2026-03-31 2026-04-28
IJR
ISHARES TR
ETF 0.66% 0.52% #27 9
Prev: #36
2.8 26,207 21.9%
P
S
145,957 $18,143,981 2017 Q3 13F Filing 2026-03-31 2026-04-28
TSLA
Tesla Inc Com
Consumer Cyclical 0.66% 0.85% #28 5
Prev: #23
0.8 -3,561 -6.8%
P
S
48,741 $18,119,468 2017 Q3 13F Filing 2026-03-31 2026-04-28
SPLG
SPDR SERIES TRU...
ETF 0.65% 0.67% #29
Prev: #29
0.8 1,964 0.9%
P
S
231,592 $17,726,127 2018 Q3 13F Filing 2026-03-31 2026-04-28
BRK/B
Berkshire Hatha...
Financial Services 0.62% 0.62% #30
Prev: #30
0.7 1,521 4.5%
P
S
35,455 $16,990,061 2017 Q3 13F Filing 2026-03-31 2026-04-28
EMXC
ISHARES INC
ETF 0.61% 0.45% #31 13
Prev: #44
2.7 40,728 23.5%
P
S
213,746 $16,813,352 2021 Q2 13F Filing 2026-03-31 2026-04-28
SPDW
SPDR INDEX SHS ...
ETF 0.61% 0.59% #32 1
Prev: #33
0.7 1,198 0.3%
P
S
365,956 $16,705,909 2018 Q3 13F Filing 2026-03-31 2026-04-28
RDFI
COLLABORATIVE I...
ETF 0.61% 0.54% #33 2
Prev: #35
2.2 96,394 15.4%
P
S
723,349 $16,675,303 2021 Q1 13F Filing 2026-03-31 2026-04-28
GLD
SPDR Gold Share...
ETF 0.61% 0.59% #34 3
Prev: #31
0.7 -2,789 -6.7%
P
S
38,646 $16,628,986 2017 Q3 13F Filing 2026-03-31 2026-04-28
VTI
Vanguard Total ...
ETF 0.53% 0.59% #35 3
Prev: #32
0.7 -3,214 -6.6%
P
S
45,554 $14,614,701 2017 Q3 13F Filing 2026-03-31 2026-04-28
VO
VANGUARD INDEX ...
ETF 0.52% 0.50% #36 3
Prev: #39
2.2 2,392 5.0%
P
S
49,901 $14,330,976 2017 Q3 13F Filing 2026-03-31 2026-04-28
GOOG
ALPHABET INC
Communication Services 0.51% 0.55% #37 3
Prev: #34
0.7 374 0.8%
P
S
48,767 $13,989,971 2017 Q3 13F Filing 2026-03-31 2026-04-28
SNTH
TIDAL TRUST III
ETF 0.50% 0.39% #38 8
Prev: #46
2.7 128,788 32.9%
P
S
519,902 $13,642,235 2025 Q2 13F Filing 2026-03-31 2026-04-28
JPM
JP Morgan Chase...
Financial Services 0.48% 0.48% #39 3
Prev: #42
2.2 3,064 7.4%
P
S
44,319 $13,037,287 2017 Q3 13F Filing 2026-03-31 2026-04-28
SHYG
ISHARES TR
ETF 0.47% 0.49% #40
Prev: #40
0.7 -10,125 -3.2%
P
S
306,676 $12,975,500 2020 Q2 13F Filing 2026-03-31 2026-04-28
GE
GE Aerospace Co...
Industrials 0.47% 0.50% #41 3
Prev: #38
0.7 -3 -0.0%
P
S
45,100 $12,798,174 2017 Q3 13F Filing 2026-03-31 2026-04-28
GHTA
GOOSE HOLLOW TA...
ETF 0.44% 0.44% #42 3
Prev: #45
0.7 -22 -0.0%
P
S
405,718 $12,051,308 2022 Q3 13F Filing 2026-03-31 2026-04-28
OZ
BELPOINTE PREP ...
ETF 0.44% 0.51% #43 6
Prev: #37
0.7 7,241 3.3%
P
S
226,458 $12,047,566 2021 Q4 13F Filing 2026-03-31 2026-04-28
NFLX
NETFLIX INC.
ETF 0.42% 0.37% #44 3
Prev: #47
2.2 12,959 12.0%
P
S
120,842 $11,618,992 2018 Q2 13F Filing 2026-03-31 2026-04-28
COST
COSTCO WHOLESAL...
Consumer Defensive 0.42% 0.26% #45 21
Prev: #66
2.7 3,155 37.3%
P
S
11,607 $11,566,278 2017 Q3 13F Filing 2026-03-31 2026-04-28
IJH
ISHARES TR
ETF 0.42% 0.26% #46 21
Prev: #67
3.2 60,437 55.2%
P
S
169,936 $11,475,869 2018 Q3 13F Filing 2026-03-31 2026-04-28
JEPI
J P MORGAN EXCH...
ETF 0.41% 0.34% #47 3
Prev: #50
2.7 33,668 20.4%
P
S
198,577 $11,255,470 2021 Q4 13F Filing 2026-03-31 2026-04-28
VOT
VANGUARD INDEX ...
ETF 0.41% 0.47% #48 5
Prev: #43
0.7 -3,496 -7.5%
P
S
43,411 $11,172,083 2017 Q3 13F Filing 2026-03-31 2026-04-28
AGG
iShares Core U....
ETF 0.39% 0.21% #49 31
Prev: #80
3.2 49,783 87.0%
P
S
107,007 $10,622,690 2017 Q3 13F Filing 2026-03-31 2026-04-28
XOM
Exxon Mobil Cor...
Energy 0.39% 0.26% #50 18
Prev: #68
0.7 2,775 4.7%
P
S
62,450 $10,595,553 2017 Q3 13F Filing 2026-03-31 2026-04-28
Showing 1-50 of 1214 holdings

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