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Portfolio (Quarterly) Guide ↗

BELLEVUE ASSET MANAGEMENT, LLC

· CIK 0001801619
13F Portfolio $217M AUM 578 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 578 New
Page 3 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNDB SCHWAB STRATEGIC TR 27,761.0 $846K 0.39% NEW $30.46 +3.4%
42 VTI VANGUARD INDEX FDS 2,237.0 $828K 0.38% NEW $370.10 +1.4%
43 AVGO BROADCOM INC Technology 2,178.0 $823K 0.38% NEW $377.79 -2.1%
44 LLY ELI LILLY & CO Healthcare 574.0 $688K 0.32% NEW $1199.43 -3.3%
45 DVY ISHARES TR 4,209.0 $658K 0.30% NEW $156.31 +4.2%
46 BERKSHIRE HATHAWAY INC DEL 1,264.0 $632K 0.29% NEW $500.39
47 VOO VANGARD INDEX FDS 896.0 $617K 0.28% NEW $689.01 +1.6%
48 V VISA INC Financial Services 1,766.0 $606K 0.28% NEW $343.16 +8.6%
49 J P MORGAN EXCHANGE TRADED F 4,224.0 $592K 0.27% NEW $140.24
50 SCHX SCHWAB STRATEGIC TR 17,826.0 $525K 0.24% NEW $29.43 +2.0%
51 TSLA TESLA INC Consumer Cyclical 1,210.0 $509K 0.23% NEW $420.60 -15.3%
52 HD HOME DEPOT INC Consumer Cyclical 1,389.0 $490K 0.23% NEW $352.81 -9.4%
53 AMAT APPLIED MATLS INC Technology 654.0 $473K 0.22% NEW $723.00 -38.9%
54 PCAR PACCAR INC Industrials 3,488.0 $419K 0.19% NEW $120.13 +1.9%
55 VUG VANGUARD INDEX FDS 4,863.0 $419K 0.19% NEW $86.15 +1.4%
56 BAC BANK OF AMER CORP Financial Services 7,286.0 $415K 0.19% NEW $56.98 +8.8%
57 FVD FIRST TR EXCHANGE-TRADED FD 8,497.0 $409K 0.19% NEW $48.19 +3.9%
58 FIXD FIRST TR EXCHNG TRADED FD VI 8,939.0 $390K 0.18% NEW $43.61 -2.2%
59 IYF ISHARES TR 2,940.0 $375K 0.17% NEW $127.53 +6.2%
60 FXR FIRST TR EXCHANGE TRADED FD 3,979.0 $363K 0.17% NEW $91.13 -6.4%
Page 3 of 29  ·  578 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 66.2%
Consumer Cyclical 10.3%
Consumer Defensive 7.2%
Financial Services 5.2%
Healthcare 4.6%
Communication Services 3.5%
Industrials 1.9%
Real Estate 0.4%
Energy 0.3%
Utilities 0.2%