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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 49 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 IAPR INNOVATOR ETFS TRUST 7,610.0 $253K 0.01% NEW $33.21 +2.5%
962 EWJ ISHARES INC 2,697.0 $252K 0.01% NEW $93.27 +1.6%
963 IYE ISHARES TR 4,436.0 $251K 0.01% NEW $56.60 +18.9%
964 RVNU DBX ETF TR 9,916.0 $251K 0.01% NEW $25.31 -2.4%
965 PEMX PUTNAM ETF TRUST 2,715.0 $249K 0.01% NEW $91.71 -8.1%
966 ATO ATMOS ENERGY CORP Utilities 1,444.0 $249K 0.01% NEW $172.27 -0.6%
967 FSMD FIDELITY COVINGTON TRUST 4,705.0 $249K 0.01% NEW $52.85 -1.3%
968 MDLZ MONDELEZ INTL INC Consumer Defensive 4,288.0 $248K 0.01% NEW $57.84 +10.9%
969 UDEC INNOVATOR ETFS TRUST 5,947.0 $248K 0.01% NEW $41.68 +2.0%
970 UAL UNITED AIRLS HLDGS INC Industrials 1,814.0 $247K 0.01% NEW $135.99 -14.9%
971 YLD PRINCIPAL EXCHANGE TRADED FD 12,928.0 $247K 0.01% NEW $19.08 -0.5%
972 FIDU FIDELITY COVINGTON TRUST 2,474.0 $246K 0.01% NEW $99.62 -3.0%
973 GIGB GOLDMAN SACHS ETF TR 5,351.0 $246K 0.01% NEW $45.91 -1.8%
974 MYMG SSGA ACTIVE TR 9,926.0 $245K 0.01% NEW $24.68 -0.3%
975 XHB SPDR SERIES TRUST 2,115.0 $244K 0.01% NEW $115.56 -6.3%
976 JMUB J P MORGAN EXCHANGE TRADED F 4,802.0 $243K 0.01% NEW $50.65 -1.7%
977 PAA PLAINS ALL AMERN PIPELINE L Energy 10,908.0 $243K 0.01% NEW $22.26 +7.8%
978 CUBE CUBESMART Real Estate 6,081.0 $242K 0.01% NEW $39.77 +4.2%
979 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 6,627.0 $242K 0.01% NEW $36.50 +8.0%
980 TFC TRUIST FINL CORP Financial Services 4,839.0 $241K 0.01% NEW $49.83 +2.3%
Page 49 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%