Belpointe Prep LLC Class AOZ
13F holders, Q1 2025 (March 31)45holders −3
2new positions
6sold out
$64.55avg. 13F price*
At the end of Q1 2025, 45 institutions reported holding Belpointe Prep LLC Class A (OZ) in their 13F filings, down 3 from Q4 2024. 2 opened new positions and 6 sold out. The largest holders were Belpointe Asset Management LLC ($19.8M), Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($16.2M) and Precision Wealth Strategies, LLC ($15.7M).
- Company
- Belpointe Prep LLC Class A
- CUSIP
- 080694102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $436K |
| Exits | 6 | $6.6M |
All 13F filers, Q4 2024 → Q1 2025: 55,700 shares bought and 134,633 shares sold, net −78,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Belpointe Asset Management LLC | 1.03% | Add +2.7% | 306,494 | $19.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.42% | Reduce -1.8% | 251,698 | $16.2M |
| Precision Wealth Strategies, LLC | 12.03% | Add +3.5% | 243,931 | $15.7M |
| United Asset Strategies, Inc. | 0.51% | Reduce -1.1% | 85,973 | $5.5M |
| Obsidian Cio, LLC | 0.63% | Add +15.1% | 59,601 | $3.8M |
| CW Advisors, LLC | 0.03% | No change | 43,940 | $2.8M |
| Brookwood Investment Group LLC | 0.42% | — | 38,205 | $2.5M |
| Wealth Alliance, LLC | 0.22% | No change | 28,474 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -13.1% | 24,139 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.05% | No change | 21,424 | $1.4M |
| UBS Group AG | 0.00% | Add +301.0% | 19,848 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 16,785 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 16,478 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 15,890 | $1.0M |
| Keystone Wealth Services, LLC | 0.27% | No change | 15,558 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | Add +34.8% | 15,500 | $1000K |
| B.O.S.S. Retirement Advisors, LLC | 0.28% | Reduce -0.3% | 15,164 | $978K |
| StoneX Group Inc. | 0.04% | No change | 10,341 | $667K |
| Kestra Advisory Services, LLC | 0.00% | Add +56.6% | 9,689 | $625K |
| Innovative Advisory Group, LLC | 0.58% | No change | 9,497 | $613K |
| Foundations Investment Advisors, LLC | 0.01% | Add +42.2% | 8,045 | $519K |
| Mason & Associates Inc | 0.12% | No change | 7,600 | $490K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -50.0% | 5,691 | $404K |
| SMART Wealth LLC | 0.14% | Reduce -0.0% | 5,958 | $384K |
| Brown Advisory Inc. | 0.00% | No change | 5,611 | $362K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -0.1% | 4,907 | $348K |
| REAP Financial Group, LLC | 0.08% | Reduce -67.0% | 5,098 | $329K |
| Bison Wealth, LLC | 0.03% | Reduce -67.0% | 5,098 | $329K |
| Outlook Wealth Advisors, LLC | 0.09% | No change | 4,996 | $322K |
| Cetera Investment Advisers | 0.00% | No change | 4,700 | $303K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,200 | $271K |
| Fulton Bank, N.A. | 0.01% | No change | 4,060 | $262K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,935 | $254K |
| Lloyd Advisory Services, LLC. | 0.12% | Reduce -78.3% | 3,716 | $240K |
| Abound Wealth Management | 0.08% | New | 3,645 | $235K |
| Raymond James Financial Inc. | 0.00% | No change | 3,582 | $231K |
| Lokken Investment Group LLC | 0.10% | No change | 3,574 | $231K |
| Coppell Advisory Solutions LLC | 0.03% | No change | 3,584 | $224K |
| Integrated Advisors Network LLC | 0.01% | No change | 3,350 | $216K |
| Morgan Stanley | 0.00% | Add +2.2% | 3,253 | $210K |
| Merit Financial Group, LLC | 0.00% | No change | 3,150 | $203K |
| XTX Topco Ltd | 0.01% | New | 3,114 | $201K |
| Bank of America Corp. | 0.00% | Add +1.4% | 2,999 | $193K |
| Ridgewood Investments LLC | 0.05% | No change | 1,500 | $97K |
| Eastern Bank | 0.00% | No change | 593 | $38K |
"% 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.