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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 8 of 29  ·  578 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CGDV CAPITAL GROUP DIVIDEND VALUE 1,457.0 $72K 0.03% NEW $49.28 +1.0%
142 IAU ISHARES GOLD TR Financial Services 931.0 $70K 0.03% NEW $75.51 +8.8%
143 FNDX SCHWAB STRATEGIC TR 2,254.0 $70K 0.03% NEW $31.11 +4.6%
144 PICK ISHARES INC 1,205.0 $70K 0.03% NEW $58.15 +11.0%
145 PSA PUBLIC STORAGE Real Estate 217.0 $69K 0.03% NEW $319.68 -5.7%
146 VAW VANGUARD WORLD FD 301.0 $69K 0.03% NEW $229.42 +3.2%
147 HRL HORMEL FOODS CORP Consumer Defensive 2,770.0 $69K 0.03% NEW $24.82 -10.2%
148 VEA VANGUARD TAX-MANAGED FDS 950.0 $68K 0.03% NEW $71.25 +1.7%
149 CL COLGATE PALMOLIVE CO Consumer Defensive 713.0 $65K 0.03% NEW $91.74 -1.2%
150 PSL INVESCO EXCHANGE TRADED FD T 580.0 $65K 0.03% NEW $112.00 +2.8%
151 O REALTY INCOME CORP Real Estate 1,045.0 $65K 0.03% NEW $61.99 -0.6%
152 XOM EXXON MOBIL CORP Energy 460.0 $63K 0.03% NEW $136.83 +19.4%
153 XLV SELECT SECTOR SPDR TR 391.0 $62K 0.03% NEW $158.66 +8.8%
154 QUAL ISHARES TR 282.0 $62K 0.03% NEW $219.88 +0.7%
155 LIN LINDE PLC Basic Materials 119.0 $62K 0.03% NEW $518.93 -5.9%
156 GNW GENWORTH FINL INC Financial Services 6,493.0 $61K 0.03% NEW $9.47 +6.4%
157 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 721.0 $60K 0.03% NEW $83.48 +9.6%
158 GLW CORNING INC Technology 231.0 $59K 0.03% NEW $256.13 -43.8%
159 VTV VANGUARD INDEX FDS 258.0 $56K 0.03% NEW $218.45 +3.0%
160 DGRO ISHARES TR 729.0 $55K 0.03% NEW $75.84 +4.3%
Page 8 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%