Belpointe Asset Management LLC
Top Portfolio Positions
531 positions ·
$1,198,706,622 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
162,559 | $105,718,620 | 8.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
144,664 | $83,497,167 | 6.97% | |
| AAPL |
Apple Inc.
Technology
|
258,568 | $65,621,972 | 5.47% | |
| NVDA |
Nvidia Corp
Technology
|
371,643 | $64,814,539 | 5.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
176,274 | $36,712,585 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
97,568 | $36,116,746 | 3.01% | |
| BMI |
Badger Meter Inc
Technology
|
178,960 | $27,264,556 | 2.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
80,147 | $23,047,071 | 1.92% | |
| META |
Meta Platforms, Inc.
Communication Services
|
34,858 | $19,943,307 | 1.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
48,741 | $18,119,466 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DLY
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,396 | 13,175 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $191,564 | 13,175 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $207,727 | 13,775 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $214,752 | 13,775 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $221,777 | 13,775 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $218,058 | 13,775 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $228,527 | 13,775 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $217,369 | 13,775 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $217,979 | 13,675 | Shares | Sole | 2024-05-08 | |
| 2022-12-31 | $4,828 | 368 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $285,470 | 17,043 | Shares | Sole | 2022-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||