Fund Holdings

Belpointe Asset Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
COLLABORATIVE INVESTMNT SER
PL GROWTH & IN
1,689,3592,391,238+701,87942,393,78857,872,5202.11%+15,478,732
DIREXION SHARES ETF TRUST1,122,4321,401,887+279,45529,911,70137,361,5861.36%+7,449,885
RAREVIEW TOTAL RETURN BOND ETF
RAREVIEW TOTL RT
1,159,3961,416,149+256,75329,264,10735,453,7281.29%+6,189,621
Simplify Managed Futures Strategy ETF
MANAGED FUTURES
0202,286+202,28606,113,1110.22%+6,113,111
SSGA ACTIVE ETF TR
ST STR REAL ETF
0154,244+154,24405,575,9260.20%+5,575,926
iShares Core U.S. Aggregate Bond ETF57,224107,007+49,7835,715,59910,622,6900.39%+4,907,091
ISHARES TR39,76748,759+8,99227,239,46731,851,4911.16%+4,612,024
COSTCO WHOLESALE CORPORATION(COST)8,45211,607+3,1557,289,32611,566,2780.42%+4,276,952
ISHARES TR109,499169,936+60,4377,226,98011,475,8690.42%+4,248,889
ISHARES INC
MSCI EMRG CHN
173,018213,746+40,72812,575,03216,813,3520.61%+4,238,320
Amazon COM Inc(AMZN)141,177176,274+35,09732,586,65536,712,6401.34%+4,125,985
SCHWAB STRATEGIC TR865,264999,638+134,37420,800,98224,741,0780.90%+3,940,096
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ST STR BLO 1 ETF
209,579251,146+41,56719,151,40223,015,0210.84%+3,863,619
KLA CORP(KLAC)1,4273,772+2,3451,735,0225,555,1640.20%+3,820,142
ISHARES TR38,47974,516+36,0374,121,5867,909,9370.29%+3,788,351
ISHARES TR119,750145,957+26,20714,391,72818,143,9810.66%+3,752,253
Exxon Mobil Corporation Common Stock59,67562,450+2,7757,181,59710,595,5530.39%+3,413,956
Procter & Gamble Company (The) Common Stock(PG)25,89048,583+22,6933,710,3867,017,4950.26%+3,307,109
EA SERIES TRUST
ALPHA ARCH 1-3
27,34855,187+27,8393,147,8446,417,7260.23%+3,269,882
GraniteShares Gold Trust Shares of Beneficial Interest(BAR)070,657+70,65703,259,4070.12%+3,259,407
UNITED RENTALS INC(URI)7275,269+4,542589,1103,838,7830.14%+3,249,673
EATON CORP PLC(ETN)3,20811,693+8,4851,021,7804,182,4620.15%+3,160,682
VANGUARD MUN BD FDS040,621+40,62103,099,0030.11%+3,099,003
NEXTERA ENERGY INC(NEE)55,76680,359+24,5934,476,9607,463,8190.27%+2,986,859
Chevron Corporation Common Stock(CVX)29,32735,905+6,5784,470,0097,428,9410.27%+2,958,932
iShares Russell 2000 ETF16,39828,183+11,7854,036,6016,989,5140.26%+2,952,913
SELECT SECTOR SPDR TR
ST STR ENERG ETF
31,72970,298+38,5691,418,6554,306,5470.16%+2,887,892
TIDAL TRUST III
MRP SYNTHEQUITY
391,114519,902+128,78810,829,94713,642,2350.50%+2,812,288
ARCHER DANIELS MIDLAND CO038,284+38,28402,782,8640.10%+2,782,864
ANYDRUS ADVANTAGE ETF
ANYDRUS ADVANT A
1,994,9202,102,667+107,74754,998,16357,655,1432.10%+2,656,980
ISHARES SILVER TRUST(SLV)21,97559,156+37,1811,415,6924,030,9560.15%+2,615,264
LEGG MASON ETF INVT
FRANKLIN INTL LW
8,84867,888+59,040325,7832,752,1800.10%+2,426,397
DEERE & CO(DE)7344,909+4,175342,0432,765,6700.10%+2,423,627
ALPHABET INC(GOOG)66,06580,147+14,08220,678,94423,047,5980.84%+2,368,654
UNION PAC CORP(UNP)8,56417,495+8,9311,981,0594,244,6380.15%+2,263,579
ENTERPRISE PRODS PARTNERS L(EPD)49,26399,329+50,0661,579,3733,758,6350.14%+2,179,262
ABRDN SILVER ETF TRUST028,285+28,28502,025,4890.07%+2,025,489
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
12,69423,208+10,5142,431,7974,454,3500.16%+2,022,553
PACER FDS TR
GLOBL CASH ETF
55,60093,153+37,5532,291,8324,307,3970.16%+2,015,565
WASTE MGMT INC DEL(WM)23,83231,112+7,2805,236,2817,149,2530.26%+1,912,972
BAIDU INC016,485+16,48501,836,7590.07%+1,836,759
AIR PRODUCTS AND CHEMICALS I8,58213,556+4,9742,119,9573,937,9540.14%+1,817,997
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
164,909198,577+33,6689,439,48211,255,4700.41%+1,815,988
VANGUARD INDEX FDS18,98625,580+6,5944,897,5746,700,2060.24%+1,802,632
ISHARES TR
CORE MSCI PAC
6,36029,281+22,921465,6542,240,3300.08%+1,774,676
MERCK & CO INC(MRK)14,00726,668+12,6611,474,5013,208,1060.12%+1,733,605
VANGUARD INSTL INDEX FD11,33834,063+22,725855,2252,576,8660.09%+1,721,641
SCHWAB STRATEGIC TR60,114124,222+64,1081,592,4273,305,5600.12%+1,713,133
COLLABORATIVE INVESTMNT SER
RARE DY FIXE ETF
626,955723,349+96,39414,990,53216,675,3030.61%+1,684,771
GARMIN LTD(GRMN)07,213+7,21301,673,4880.06%+1,673,488
Vanguard Ultra-Short Bond ETF
VANGUARD ULTRA
35,72168,952+33,2311,780,3783,432,8130.13%+1,652,435
GXO LOGISTICS INCORPORATED(GXO)031,306+31,30601,623,2160.06%+1,623,216
STRATEGIC TRUST
RUNNING GWTH ETF
050,162+50,16201,615,7180.06%+1,615,718
ISHARES TR69,87891,921+22,0434,690,9206,293,8410.23%+1,602,921
Taiwan Semiconductor Manufacturing Company Ltd.(TSM)13,71117,033+3,3224,166,9315,756,6300.21%+1,589,699
NELSON SELECT
NELSO SELEC ETF
1,586,0431,712,752+126,70940,862,81242,445,4201.55%+1,582,608
FREEPORT MCMORAN INC(FCX)33,75655,638+21,8821,714,4763,270,4210.12%+1,555,945
SIMPLIFY EXCHANGE TRADED FUN
KAYNE ANDERSON
060,501+60,50101,537,6330.06%+1,537,633
VANECK ETF TRUST
GOLD MINERS ETF
6,56622,888+16,322563,1662,100,4320.08%+1,537,266
First Trust American Industrial Renaissance ETF
RBA INDL ETF
013,864+13,86401,535,8540.06%+1,535,854
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
6,81326,729+19,916980,3232,509,0510.09%+1,528,728
TEXTRON INC(TXT)017,295+17,29501,514,4290.06%+1,514,429
WISDOMTREE TR(WT)115,460145,414+29,9545,809,9757,320,1980.27%+1,510,223
ISHARES TR
CORE MSCI EURO
11,94533,522+21,577847,9162,355,6470.09%+1,507,731
NETFLIX INC.(NFLX)107,883120,842+12,95910,115,14311,618,9920.42%+1,503,849
MODERNA INC(MRNA)8,21534,042+25,827242,2601,729,3340.06%+1,487,074
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
031,894+31,89401,474,4600.05%+1,474,460
AMERICAN CENTY ETF TR014,710+14,71001,468,9410.05%+1,468,941
Ulta Beauty, Inc. - Common Stock(ULTA)02,770+2,77001,447,9070.05%+1,447,907
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
33,64440,413+6,7695,269,7756,696,6070.24%+1,426,832
LINEAGE INC(LINE)043,298+43,29801,418,4420.05%+1,418,442
BLACKSTONE INC(BX)6,78821,317+14,5291,046,3922,451,3620.09%+1,404,970
SPDR SERIES TRUST
ST STR AGGRE ETF
146,238200,087+53,8493,765,6295,126,2290.19%+1,360,600
ISHARES TR6,22018,503+12,283683,6642,042,0150.07%+1,358,351
AMERICAN EXPRESS CO(AXP)2,8247,853+5,0291,045,0442,375,6180.09%+1,330,574
T-Mobile US, Inc. - Common Stock(TMUS)06,274+6,27401,317,7280.05%+1,317,728
ABBVIE INC(ABBV)35,53543,375+7,8408,119,4279,433,7690.34%+1,314,342
BNY MELLON ETF TRUST II
MUN OPPTYS ETF
052,210+52,21001,285,9320.05%+1,285,932
Linde plc(LIN)2,1904,457+2,267933,8142,209,6370.08%+1,275,823
CHENIERE ENERGY INC(LNG)04,397+4,39701,247,6950.05%+1,247,695
MOTOROLA SOLUTIONS INC(MSI)02,809+2,80901,219,0220.04%+1,219,022
SPOTIFY TECHNOLOGY S A(SPOT)02,496+2,49601,210,3350.04%+1,210,335
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
68,14283,686+15,5445,433,0086,633,8650.24%+1,200,857
SHERWIN WILLIAMS CO(SHW)03,705+3,70501,187,6380.04%+1,187,638
REPUBLIC SVCS INC(RSG)2,3827,722+5,340504,9431,691,3010.06%+1,186,358
ALPS ETF TR
ELECTRIFICATION
029,865+29,86501,174,7730.04%+1,174,773
GALLAGHER ARTHUR J & CO(AJG)05,386+5,38601,166,5000.04%+1,166,500
PIMCO ETF TR
ENHNCD LW DUR AC
012,030+12,03001,152,7150.04%+1,152,715
AGNICO EAGLE MINES LTD(AEM)05,650+5,65001,146,8370.04%+1,146,837
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
169,257203,735+34,4785,671,8026,817,9920.25%+1,146,190
DIGITAL RLTY TR INC(DLR)06,333+6,33301,141,2700.04%+1,141,270
BOSTON SCIENTIFIC CORP(BSX)4,90325,588+20,685467,5011,605,6470.06%+1,138,146
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
037,386+37,38601,127,1880.04%+1,127,188
MICRON TECHNOLOGY INC(MU)18,87919,284+4055,388,4206,515,2720.24%+1,126,852
PUTNAM ETF TRUST60,83683,275+22,4392,772,2963,863,9600.14%+1,091,664
Vanguard FTSE Developed Markets ETF34,52950,656+16,1272,157,0473,246,1140.12%+1,089,067
ONEOK, Inc. Common Stock(OKE)12,87522,488+9,613946,3342,032,6970.07%+1,086,363
CIRCLE INTERNET GROUP INC(CRCL)011,205+11,20501,069,0690.04%+1,069,069
AMERICAN CENTY ETF TR013,617+13,61701,067,9810.04%+1,067,981
INTUIT(INTU)5693,334+2,765377,0041,441,6170.05%+1,064,613
Page 1 of 12