Long-term investor
Belpointe Asset Management LLC @belpointeassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001721242).
Record
- Tracked since 2025-06-30 (446 days), 90 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +9.9% · all +9.9%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 3.0% · long · since 2025-06-30
- 78462F103 · 2.9% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- 19423L458 · 2.2% · long · since 2025-06-30
- 808524300 · 2.1% · long · since 2025-06-30
- 19423L425 · 1.7% · long · since 2025-12-31
- 19423L417 · 1.6% · long · since 2025-12-31
- 922908363 · 1.4% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30
- 808524201 · 1.3% · long · since 2025-06-30