Belpointe Asset Management LLC
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$2.7B
Holdings
1,065
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
SPDR S&P 500 ETF
Q4 2025: New position (7.5k shares)
3.9%
02
$NDQ
Invesco QQQ Trust
Held since at least Q1 2024
3.0%
03
$AAPL
Apple Inc Com
Q1 2026: Sold 1.0% (83.1k → 82.3k shares)
2.4%
04
$NVDA
Nvidia Corporation Com
Q1 2026: Increased +4.4% (78.2k → 81.6k shares)
2.4%
05
$PLGI
COLLABORATIVE INVESTMNT SER
Held since at least Q1 2024
2.1%
06
$NDOW
ANYDRUS ADVANTAGE ETF
Held since at least Q1 2024
2.1%
07
$SCHG
Schwab U.S. Large-Cap Growth ETF
Q1 2026: Exited (was 6.4k shares)
2.0%
08
$NELS
NELSON SELECT
Held since at least Q1 2024
1.5%
09
$AMZN
Amazon COM Inc
Q1 2026: Increased +1.0% (37.9k → 38.3k shares)
1.3%
10
$MSFT
Microsoft Corp Com
Q4 2025: New position (36.3k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.