Fund Holdings — Belpointe Asset Management LLC

Total Portfolio Value
$2.74B
Total Bought
$423.81M
Total Sold
$386.19M
Net Transaction
+$37.62M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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DIREXION SHARES ETF TRUST54,4201,401,887+1,347,4676,58237,3621.36%+30,779
COLLABORATIVE INVESTMNT SER
PL GROWTH & IN
1,689,3592,391,238+701,87942,39457,8732.11%+15,479
RAREVIEW TOTAL RETURN BOND ETF
RAREVIEW TOTL RT
1,159,3961,416,149+256,75329,26435,4541.29%+6,190
SSGA ACTIVE ETF TR
ST STR REAL ETF
0154,244+154,24405,5760.20%+5,576
iShares Core U.S. Aggregate Bond ETF57,224107,007+49,7835,71610,6230.39%+4,907
ISHARES TR39,76748,759+8,99227,23931,8511.16%+4,612
COSTCO WHOLESALE CORPORATION(COST)8,45211,607+3,1557,28911,5660.42%+4,277
ISHARES TR109,499169,936+60,4377,22711,4760.42%+4,249
ISHARES INC
MSCI EMRG CHN
173,018213,746+40,72812,57516,8130.61%+4,238
Amazon COM Inc(AMZN)141,177176,274+35,09732,58736,7131.34%+4,126
SCHWAB STRATEGIC TR865,264999,638+134,37420,80124,7410.90%+3,940
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
ST STR BLO 1 ETF
209,579251,146+41,56719,15123,0150.84%+3,864
KLA CORP(KLAC)1,4273,772+2,3451,7355,5550.20%+3,820
ISHARES TR38,47974,516+36,0374,1227,9100.29%+3,788
ISHARES TR119,750145,957+26,20714,39218,1440.66%+3,752
Exxon Mobil Corporation Common Stock59,67562,450+2,7757,18210,5960.39%+3,414
Procter & Gamble Company (The) Common Stock(PG)25,89048,583+22,6933,7107,0170.26%+3,307
EA SERIES TRUST
ALPHA ARCH 1-3
27,34855,187+27,8393,1486,4180.23%+3,270
GraniteShares Gold Trust Shares of Beneficial Interest(BAR)070,657+70,65703,2590.12%+3,259
UNITED RENTALS INC(URI)7275,269+4,5425893,8390.14%+3,250
EATON CORP PLC(ETN)3,20811,693+8,4851,0224,1820.15%+3,161
VANGUARD MUN BD FDS040,621+40,62103,0990.11%+3,099
NEXTERA ENERGY INC(NEE)55,76680,359+24,5934,4777,4640.27%+2,987
Chevron Corporation Common Stock(CVX)29,32735,905+6,5784,4707,4290.27%+2,959
iShares Russell 2000 ETF16,39828,183+11,7854,0376,9900.26%+2,953
SELECT SECTOR SPDR TR
ST STR ENERG ETF
31,72970,298+38,5691,4194,3070.16%+2,888
TIDAL TRUST III
MRP SYNTHEQUITY
391,114519,902+128,78810,83013,6420.50%+2,812
ARCHER DANIELS MIDLAND CO038,284+38,28402,7830.10%+2,783
ANYDRUS ADVANTAGE ETF
ANYDRUS ADVANT A
1,994,9202,102,667+107,74754,99857,6552.10%+2,657
ISHARES SILVER TRUST(SLV)21,97559,156+37,1811,4164,0310.15%+2,615
LEGG MASON ETF INVT
FRANKLIN INTL LW
8,84867,888+59,0403262,7520.10%+2,426
DEERE & CO(DE)7344,909+4,1753422,7660.10%+2,424
ALPHABET INC(GOOG)66,06580,147+14,08220,67923,0480.84%+2,369
UNION PAC CORP(UNP)8,56417,495+8,9311,9814,2450.15%+2,264
ENTERPRISE PRODS PARTNERS L(EPD)49,26399,329+50,0661,5793,7590.14%+2,179
ABRDN SILVER ETF TRUST028,285+28,28502,0250.07%+2,025
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
12,69423,208+10,5142,4324,4540.16%+2,023
PACER FDS TR
GLOBL CASH ETF
55,60093,153+37,5532,2924,3070.16%+2,016
WASTE MGMT INC DEL(WM)23,83231,112+7,2805,2367,1490.26%+1,913
BAIDU INC016,485+16,48501,8370.07%+1,837
AIR PRODUCTS AND CHEMICALS I8,58213,556+4,9742,1203,9380.14%+1,818
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
164,909198,577+33,6689,43911,2550.41%+1,816
VANGUARD INDEX FDS18,98625,580+6,5944,8986,7000.24%+1,803
ISHARES TR
CORE MSCI PAC
6,36029,281+22,9214662,2400.08%+1,775
MERCK & CO INC(MRK)14,00726,668+12,6611,4753,2080.12%+1,734
VANGUARD INSTL INDEX FD11,33834,063+22,7258552,5770.09%+1,722
SCHWAB STRATEGIC TR60,114124,222+64,1081,5923,3060.12%+1,713
COLLABORATIVE INVESTMNT SER
RARE DY FIXE ETF
626,955723,349+96,39414,99116,6750.61%+1,685
GARMIN LTD(GRMN)07,213+7,21301,6730.06%+1,673
Vanguard Ultra-Short Bond ETF
VANGUARD ULTRA
35,72168,952+33,2311,7803,4330.13%+1,652
GXO LOGISTICS INCORPORATED(GXO)031,306+31,30601,6230.06%+1,623
STRATEGIC TRUST
RUNNING GWTH ETF
050,162+50,16201,6160.06%+1,616
ISHARES TR69,87891,921+22,0434,6916,2940.23%+1,603
Taiwan Semiconductor Manufacturing Company Ltd.(TSM)13,71117,033+3,3224,1675,7570.21%+1,590
NELSON SELECT
NELSO SELEC ETF
1,586,0431,712,752+126,70940,86342,4451.55%+1,583
FREEPORT MCMORAN INC(FCX)33,75655,638+21,8821,7143,2700.12%+1,556
SIMPLIFY EXCHANGE TRADED FUN
KAYNE ANDERSON
060,501+60,50101,5380.06%+1,538
VANECK ETF TRUST
GOLD MINERS ETF
6,56622,888+16,3225632,1000.08%+1,537
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
6,81326,729+19,9169802,5090.09%+1,529
TEXTRON INC(TXT)017,295+17,29501,5140.06%+1,514
WISDOMTREE TR(WT)115,460145,414+29,9545,8107,3200.27%+1,510
ISHARES TR
CORE MSCI EURO
11,94533,522+21,5778482,3560.09%+1,508
NETFLIX INC.(NFLX)107,883120,842+12,95910,11511,6190.42%+1,504
MODERNA INC(MRNA)8,21534,042+25,8272421,7290.06%+1,487
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
031,894+31,89401,4740.05%+1,474
AMERICAN CENTY ETF TR014,710+14,71001,4690.05%+1,469
Ulta Beauty, Inc. - Common Stock(ULTA)02,770+2,77001,4480.05%+1,448
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
33,64440,413+6,7695,2706,6970.24%+1,427
LINEAGE INC(LINE)043,298+43,29801,4180.05%+1,418
BLACKSTONE INC(BX)6,78821,317+14,5291,0462,4510.09%+1,405
SPDR SERIES TRUST
ST STR AGGRE ETF
146,238200,087+53,8493,7665,1260.19%+1,361
ISHARES TR6,22018,503+12,2836842,0420.07%+1,358
AMERICAN EXPRESS CO(AXP)2,8247,853+5,0291,0452,3760.09%+1,331
T-Mobile US, Inc. - Common Stock(TMUS)06,274+6,27401,3180.05%+1,318
ABBVIE INC(ABBV)35,53543,375+7,8408,1199,4340.34%+1,314
BNY MELLON ETF TRUST II
MUN OPPTYS ETF
052,210+52,21001,2860.05%+1,286
Linde plc(LIN)2,1904,457+2,2679342,2100.08%+1,276
CHENIERE ENERGY INC(LNG)04,397+4,39701,2480.05%+1,248
MOTOROLA SOLUTIONS INC(MSI)02,809+2,80901,2190.04%+1,219
SPOTIFY TECHNOLOGY S A(SPOT)02,496+2,49601,2100.04%+1,210
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
68,14283,686+15,5445,4336,6340.24%+1,201
SHERWIN WILLIAMS CO(SHW)03,705+3,70501,1880.04%+1,188
REPUBLIC SVCS INC(RSG)2,3827,722+5,3405051,6910.06%+1,186
ALPS ETF TR
ELECTRIFICATION
029,865+29,86501,1750.04%+1,175
GALLAGHER ARTHUR J & CO(AJG)05,386+5,38601,1670.04%+1,167
PIMCO ETF TR
ENHNCD LW DUR AC
012,030+12,03001,1530.04%+1,153
AGNICO EAGLE MINES LTD(AEM)05,650+5,65001,1470.04%+1,147
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
169,257203,735+34,4785,6726,8180.25%+1,146
DIGITAL RLTY TR INC(DLR)06,333+6,33301,1410.04%+1,141
BOSTON SCIENTIFIC CORP(BSX)4,90325,588+20,6854681,6060.06%+1,138
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
037,386+37,38601,1270.04%+1,127
MICRON TECHNOLOGY INC(MU)18,87919,284+4055,3886,5150.24%+1,127
PUTNAM ETF TRUST60,83683,275+22,4392,7723,8640.14%+1,092
Vanguard FTSE Developed Markets ETF34,52950,656+16,1272,1573,2460.12%+1,089
ONEOK, Inc. Common Stock(OKE)12,87522,488+9,6139462,0330.07%+1,086
CIRCLE INTERNET GROUP INC(CRCL)011,205+11,20501,0690.04%+1,069
AMERICAN CENTY ETF TR013,617+13,61701,0680.04%+1,068
INTUIT(INTU)5693,334+2,7653771,4420.05%+1,065
AMERICAN CENTY ETF TR
AVAN EMER EX ETF
015,726+15,72601,0640.04%+1,064
SELECT SECTOR SPDR TR
ST STR UTIL ETF
25,89247,220+21,3281,1052,1670.08%+1,062
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