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Portfolio (Quarterly) Guide ↗

Belpointe Asset Management LLC

· CIK 0001721242
13F Portfolio $3.1B AUM 1,121 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1121 New
Page 31 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 RTH VANECK ETF TRUST 2,782.0 $711K 0.02% NEW $255.74 +2.3%
602 CDX SIMPLIFY EXCHANGE TRADED FUN 33,481.0 $707K 0.02% NEW $21.12 -1.9%
603 EMCB WISDOMTREE TR 10,681.0 $707K 0.02% NEW $66.18 -0.4%
604 ISRG INTUITIVE SURGICAL INC Healthcare 1,777.0 $707K 0.02% NEW $397.68 -5.8%
605 OHI OMEGA HEALTHCARE INVS INC Real Estate 14,725.0 $702K 0.02% NEW $47.68 -2.0%
606 IBDX ISHARES TR 27,828.0 $701K 0.02% NEW $25.19 -1.4%
607 XTRE BONDBLOXX ETF TRUST 14,240.0 $698K 0.02% NEW $49.03 -0.4%
608 ILF ISHARES TR 20,682.0 $698K 0.02% NEW $33.75 -0.1%
609 BWZ SPDR SERIES TRUST 26,079.0 $698K 0.02% NEW $26.75 +2.3%
610 BOND PIMCO ETF TR 7,564.0 $697K 0.02% NEW $92.21 -1.7%
611 VGK VANGUARD INTL EQUITY INDEX F 7,876.0 $697K 0.02% NEW $88.55 +3.9%
612 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 9,402.0 $696K 0.02% NEW $74.04 +6.0%
613 BITB BITWISE BITCOIN ETF TR Financial Services 21,849.0 $696K 0.02% NEW $31.86 +23.8%
614 RITM RITHM CAPITAL CORP Real Estate 74,100.0 $696K 0.02% NEW $9.39 +8.2%
615 RDVY FIRST TR EXCHANGE TRADED FD 8,573.0 $695K 0.02% NEW $81.06 +0.5%
616 CALF PACER FDS TR 13,575.0 $687K 0.02% NEW $50.61 +13.2%
617 DFAW Dimensional World Equity ETF 8,293.0 $687K 0.02% NEW $82.79 +2.5%
618 IGM ISHARES TR 4,160.0 $681K 0.02% NEW $163.60 -3.2%
619 AON AON PLC Financial Services 2,051.0 $680K 0.02% NEW $331.77 +6.1%
620 ARKW ARK ETF TR 4,666.0 $676K 0.02% NEW $144.88 +4.5%
Page 31 of 57  ·  1,121 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 26.3%
Consumer Cyclical 8.4%
Industrials 8.0%
Communication Services 7.2%
Healthcare 6.8%
Consumer Defensive 4.1%
Energy 3.3%
Utilities 2.4%
Real Estate 1.9%