Long-term investor
Belleair Asset Management, LLC @belleairassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002108102).
Record
- Tracked since 2025-12-31 (261 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months n/a · 1 year n/a · all +8.0%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VGIT · 8.1% · long · since 2025-12-31
- DFUV · 7.8% · long · since 2025-12-31
- DFSD · 7.2% · long · since 2025-12-31
- DFAX · 4.4% · long · since 2025-12-31
- ITOT · 4.3% · long · since 2025-12-31
- BSV · 4.3% · long · since 2025-12-31
- VTIP · 3.9% · long · since 2025-12-31
- DFAC · 3.9% · long · since 2025-12-31
- DFAT · 3.8% · long · since 2025-12-31
- DFAS · 3.1% · long · since 2025-12-31
- DFIV · 2.9% · long · since 2025-12-31
- AVDV · 2.6% · long · since 2025-12-31