Belpointe Prep LLC Class AOZ
13F holders, Q2 2026 (June 30)44holders −3
4new positions
6sold out
$45.29avg. 13F price*
At the end of Q2 2026, 44 institutions reported holding Belpointe Prep LLC Class A (OZ) in their 13F filings, down 3 from Q1 2026. 4 opened new positions and 6 sold out. The largest holders were Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($10.9M), Precision Wealth Strategies, LLC ($10.6M) and Belpointe Asset Management LLC ($9.9M).
- Company
- Belpointe Prep LLC Class A
- CUSIP
- 080694102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.2M |
| Exits | 6 | $1.5M |
All 13F filers, Q1 2026 → Q2 2026: 36,322 shares bought and 103,313 shares sold, net −66,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Reduce -2.3% | 241,017 | $10.9M |
| Precision Wealth Strategies, LLC | 3.21% | Reduce -2.4% | 235,002 | $10.6M |
| Belpointe Asset Management LLC | 0.32% | Reduce -3.9% | 217,600 | $9.9M |
| Osaic Holdings, Inc. | 0.01% | No change | 94,077 | $4.3M |
| United Asset Strategies, Inc. | 0.28% | Reduce -0.7% | 88,722 | $4.0M |
| Brookwood Investment Group LLC | 0.19% | Reduce -5.0% | 35,995 | $1.6M |
| LPL Financial LLC | 0.00% | Add +55.1% | 25,517 | $1.2M |
| Mason & Associates Inc | 0.18% | Reduce -2.8% | 24,640 | $1.1M |
| Wealth Alliance, LLC | 0.09% | No change | 22,979 | $1.0M |
| Lido Advisors, LLC | 0.00% | Reduce -64.1% | 22,911 | $1.0M |
| Sheets Smith Wealth Management | 0.10% | No change | 21,783 | $987K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 21,203 | $960K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 18,360 | $832K |
| Navis Wealth Advisors, LLC | 0.28% | No change | 16,226 | $735K |
| Arax Advisory Partners | 0.00% | New | 15,890 | $720K |
| Keystone Wealth Services, LLC | 0.13% | No change | 15,558 | $705K |
| B.O.S.S. Retirement Advisors, LLC | 0.18% | Reduce -0.9% | 14,959 | $677K |
| Cetera Investment Advisers | 0.00% | Reduce -18.9% | 14,856 | $673K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 13,080 | $592K |
| Mariner, LLC | 0.00% | Reduce -31.5% | 11,973 | $542K |
| Innovative Advisory Group, LLC | 0.31% | No change | 8,997 | $407K |
| Hopwood Nicholas Hunter | 0.10% | No change | 7,678 | $348K |
| Mutual Advisors, LLC | 0.01% | No change | 7,500 | $340K |
| Tounjian Advisory Partners, LLC | 0.12% | New | 6,273 | $284K |
| Lane Brothers & Co. Inc. | 0.18% | No change | 6,187 | $280K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.11% | No change | 6,052 | $274K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -24.5% | 6,052 | $274K |
| Brown Advisory Inc. | 0.00% | No change | 5,611 | $254K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 5,337 | $242K |
| NewEdge Wealth, LLC | 0.00% | No change | 5,281 | $239K |
| Outlook Wealth Advisors, LLC | 0.05% | No change | 4,996 | $226K |
| SMART Wealth LLC | 0.05% | No change | 4,937 | $224K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | No change | 4,869 | $221K |
| Accurate Wealth Management, LLC | 0.02% | Reduce -0.0% | 4,557 | $206K |
| UBS Group AG | 0.00% | Add +17.3% | 4,012 | $182K |
| CENTRAL TRUST Co | 0.00% | New | 3,899 | $177K |
| Abound Wealth Management | 0.03% | No change | 3,645 | $165K |
| Morgan Stanley | 0.00% | No change | 3,212 | $145K |
| REAP Financial Group, LLC | 0.01% | No change | 970 | $44K |
| BNP Paribas Financial Markets | 0.00% | New | 600 | $27K |
| Eastern Bank | 0.00% | No change | 593 | $27K |
| Obsidian Cio, LLC | 0.01% | Reduce -21.7% | 292 | $13K |
| Jones Financial Companies LLLP | 0.00% | Add +42.9% | 10 | $451 |
| Royal Bank of Canada | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is OZ's weight in each manager's 13F, not the share of Belpointe Prep LLC Class A the manager owns.