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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 48 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 MAS MASCO CORP Industrials 3,272.0 $266K 0.01% NEW $81.38 -9.8%
942 OCTW AIM ETF PRODUCTS TRUST 6,490.0 $266K 0.01% NEW $40.91 +1.7%
943 NTR NUTRIEN LTD Basic Materials 4,195.0 $264K 0.01% NEW $62.95 +10.2%
944 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 681.0 $264K 0.01% NEW $387.10 +2.9%
945 MWA MUELLER WTR PRODS INC Industrials 10,200.0 $263K 0.01% NEW $25.83 -3.6%
946 BK BANK OF NY MELLON CORP Financial Services 1,820.0 $263K 0.01% NEW $144.61 -1.9%
947 EBND SPDR SERIES TRUST 12,418.0 $260K 0.01% NEW $20.92 +0.7%
948 HERD PACER FDS TR 5,500.0 $259K 0.01% NEW $47.07 +9.9%
949 UGI UGI CORP NEW Utilities 7,494.0 $259K 0.01% NEW $34.54 +11.2%
950 ING ING GROEP N.V. Financial Services 8,241.0 $259K 0.01% NEW $31.38 +13.1%
951 LVHD LEGG MASON ETF INVT 5,858.0 $258K 0.01% NEW $44.00 +1.5%
952 REZ ISHARES TR 2,715.0 $257K 0.01% NEW $94.69 -0.3%
953 CVLC MORGAN STANLEY ETF TRUST 2,721.0 $257K 0.01% NEW $94.47 +2.0%
954 PTF INVESCO EXCHANGE TRADED FD T 1,884.0 $257K 0.01% NEW $136.34 -20.4%
955 BN BROOKFIELD CORP Financial Services 6,020.0 $256K 0.01% NEW $42.59 -1.1%
956 VMBS VANGUARD SCOTTSDALE FDS 5,471.0 $256K 0.01% NEW $46.82 -1.4%
957 IJUN INNOVATOR ETFS TRUST 8,172.0 $255K 0.01% NEW $31.18 +2.0%
958 IWO ISHARES TR 646.0 $254K 0.01% NEW $393.96 -1.5%
959 MFC MANULIFE FINL CORP Financial Services 6,264.0 $254K 0.01% NEW $40.51 +8.7%
960 INMU BLACKROCK ETF TRUST II 10,430.0 $253K 0.01% NEW $24.25 -2.1%
Page 48 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%