Position in TW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$831,973
+$621,448 QoQ
Shares Held
7,071
+169.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Belpointe Asset Management LLC holds $13,550,028 across 11 Capital Markets names. TW ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,669 | $3,949,927 | |
| 2 | MS |
Morgan Stanley
|
17,325 | $2,851,175 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
30,227 | $2,094,731 | |
| 4 | SCHW |
Schwab Charles Corp
|
12,974 | $1,219,296 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
11,205 | $1,069,069 | |
| 6 | TW |
Tradeweb Markets Inc.
This page
|
7,071 | $831,973 | |
| 7 | SNEX |
StoneX Group Inc.
|
5,148 | $622,779 | |
| 8 | IREN |
IREN Ltd
|
13,709 | $469,944 |
All Filings in TW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $831,973 | 7,071 | Shares | Other | 2026-04-28 | |
| 2023-09-30 | $210,525 | 2,625 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $15,883 | 201 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,050 | 201 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||