Belpointe Asset Management LLC has recently filed its 13F-HR report, detailing its holdings as of September 30, 2026. The report indicates that the firm manages a total of $3.63 billion in assets. This significant figure highlights Belpointe's continued growth and influence within the asset management industry.

The filing reveals a diverse range of investments, with notable holdings in major companies such as Apple Inc. and Amazon.com Inc. This broad portfolio underscores Belpointe's strategy of investing in well-established firms with strong market positions.

Background

Belpointe Asset Management LLC, incorporated in Connecticut, operates in the asset management sector. The firm has been active in filing various reports with the SEC, including multiple 13F-HR submissions. Its recent filings indicate a consistent approach to managing and reporting on its investment activities.

What the Filing Says

The latest filing, accession number 0001721242-26-000007, includes a summary of Belpointe's holdings and their respective values. The report states that the firm had a total of 1,149 entries in its portfolio, reflecting a strategic approach to asset allocation and investment diversification.

Impact

This update may affect various stakeholders, including investors, analysts, and competitors within the asset management industry. The reported growth in assets under management could prompt competitors to reevaluate their investment strategies and market positioning.

What's Next

The filing does not specify what actions Belpointe Asset Management will take next, but the firm is likely to continue monitoring its investment portfolio and market conditions closely.