Belpointe Prep LLC Class AOZ
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 49 institutions reported holding Belpointe Prep LLC Class A (OZ) in their 13F filings, up 4 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($16.1M), Precision Wealth Strategies, LLC ($16.1M) and Belpointe Asset Management LLC ($14.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Belpointe Prep LLC Class A
- CUSIP
- 080694102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $5.0M |
| Exits | 2 | $2.2M |
All 13F filers, Q3 2025 → Q4 2025: 116,518 shares bought and 195,300 shares sold, net −78,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.29% | Reduce -0.3% | 248,081 | $16.1M |
| Precision Wealth Strategies, LLC | 5.20% | No change | 246,962 | $16.1M |
| Belpointe Asset Management LLC | 0.52% | Reduce -28.4% | 219,217 | $14.3M |
| United Asset Strategies, Inc. | 0.45% | Add +4.6% | 89,354 | $5.8M |
| Lido Advisors, LLC | 0.02% | New | 64,223 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | No change | 56,347 | $3.7M |
| Brookwood Investment Group LLC | 0.23% | Reduce -0.1% | 29,835 | $1.9M |
| Wealth Alliance, LLC | 0.18% | No change | 28,474 | $1.9M |
| Mason & Associates Inc | 0.31% | Add +234.7% | 25,440 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -1.0% | 21,203 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 18,360 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +290.0% | 18,330 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -20.1% | 17,489 | $1.1M |
| LPL Financial LLC | 0.00% | No change | 16,478 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 15,890 | $1.0M |
| Keystone Wealth Services, LLC | 0.21% | No change | 15,558 | $1.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.31% | Reduce -0.3% | 15,096 | $982K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 13,080 | $851K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,539 | $685K |
| Innovative Advisory Group, LLC | 0.41% | No change | 9,497 | $618K |
| Renaissance Technologies | 0.00% | New | 8,600 | $559K |
| Hopwood Nicholas Hunter | 0.16% | — | 7,678 | $499K |
| Mutual Advisors, LLC | 0.01% | No change | 7,500 | $488K |
| Lane Brothers & Co. Inc. | 0.29% | — | 6,187 | $402K |
| Coppell Advisory Solutions LLC | 0.04% | Add +72.8% | 6,150 | $401K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.21% | — | 6,052 | $394K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -12.3% | 6,052 | $394K |
| Brown Advisory Inc. | 0.00% | No change | 5,611 | $365K |
| Outlook Wealth Advisors, LLC | 0.07% | No change | 4,996 | $325K |
| SMART Wealth LLC | 0.10% | Reduce -17.1% | 4,937 | $321K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 4,869 | $317K |
| Morgan Stanley | 0.00% | Add +52.0% | 4,858 | $316K |
| REAP Financial Group, LLC | 0.06% | Reduce -0.7% | 4,504 | $293K |
| Citadel Advisors | 0.00% | Reduce -25.9% | 4,302 | $280K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -19.8% | 4,278 | $278K |
| UBS Group AG | 0.00% | Reduce -14.2% | 4,248 | $276K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,200 | $273K |
| Fulton Bank, N.A. | 0.01% | No change | 4,060 | $264K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,935 | $256K |
| Raymond James Financial Inc. | 0.00% | Add +7.0% | 3,832 | $249K |
| Abound Wealth Management | 0.06% | No change | 3,645 | $237K |
| Susquehanna International Group, LLP | 0.00% | New | 3,386 | $220K |
| Integrated Advisors Network LLC | 0.01% | No change | 3,350 | $218K |
| AE Wealth Management LLC | 0.00% | No change | 3,280 | $213K |
| Bank of America Corp. | 0.00% | Reduce -39.9% | 1,504 | $98K |
| Eastern Bank | 0.00% | No change | 593 | $39K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 400 | $26K |
| Obsidian Cio, LLC | 0.04% | Reduce -99.4% | 373 | $24K |
| 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.