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Belena Vincetti

Belpointe Asset Management Llc

Assets Managed
$2.739B
Holdings
1066
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-1.03%(2Q avg: 2.36%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Belpointe Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1066 positions.

Assets under management

The assets under management (AUM) of Belpointe Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.739B in assets, with a quarterly growth rate of -1.03% and a 2-quarter average growth rate of 2.36%. The portfolio is managed by Belena Vincetti, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -6.2%
3.86%
$105.719M
162,559 shares@ $650.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5.85%
3.05%
$83.497M
144,664 shares@ $577.19 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.73%
2.4%
$65.623M
258,568 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.4%
2.37%
$64.815M
371,643 shares@ $174.41 avg price
PLGI
Pl Growth And Income Etf
Recent Activity
Increased 41.55%
2.12%
$57.873M
2.391M shares@ $24.21 avg price
NDOW
Anydrus Advantage Etf
Recent Activity
Increased 5.41%
2.11%
$57.655M
2.103M shares@ $27.43 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.78%
1.99%
$54.307M
1.864M shares@ $29.14 avg price
NELS
Nelson Select Etf
Recent Activity
Increased 7.99%
1.55%
$42.445M
1.713M shares@ $24.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 24.87%
1.35%
$36.713M
176,274 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 14.29%
1.32%
$36.118M
97,568 shares@ $370.18 avg price

1-10 of 1066