Belpointe Prep LLC Class AOZ
13F holders, Q1 2026 (March 31)47holders −2
7new positions
9sold out
$53.17avg. 13F price*
At the end of Q1 2026, 47 institutions reported holding Belpointe Prep LLC Class A (OZ) in their 13F filings, down 2 from Q4 2025. 7 opened new positions and 9 sold out. The largest holders were Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ($13.1M), Precision Wealth Strategies, LLC ($12.8M) and Belpointe Asset Management LLC ($12.0M).
- Company
- Belpointe Prep LLC Class A
- CUSIP
- 080694102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.8M |
| Exits | 9 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 109,012 shares bought and 55,056 shares sold, net +53,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Reduce -0.6% | 246,631 | $13.1M |
| Precision Wealth Strategies, LLC | 4.25% | Reduce -2.5% | 240,689 | $12.8M |
| Belpointe Asset Management LLC | 0.44% | Add +3.3% | 226,458 | $12.0M |
| Osaic Holdings, Inc. | 0.01% | Add +67.0% | 94,077 | $5.0M |
| United Asset Strategies, Inc. | 0.38% | No change | 89,354 | $4.8M |
| Lido Advisors, LLC | 0.01% | Reduce -0.6% | 63,823 | $3.4M |
| Brookwood Investment Group LLC | 0.26% | Add +26.9% | 37,871 | $2.0M |
| Mason & Associates Inc | 0.25% | Reduce -0.4% | 25,340 | $1.3M |
| Wealth Alliance, LLC | 0.12% | Reduce -19.3% | 22,979 | $1.2M |
| Sheets Smith Wealth Management | 0.13% | New | 21,783 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | No change | 21,203 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 18,360 | $977K |
| Cetera Investment Advisers | 0.00% | No change | 18,330 | $975K |
| Mariner, LLC | 0.00% | No change | 17,489 | $930K |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 16,453 | $875K |
| Navis Wealth Advisors, LLC | 0.44% | New | 16,226 | $863K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 15,890 | $845K |
| Keystone Wealth Services, LLC | 0.18% | No change | 15,558 | $828K |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | No change | 15,096 | $803K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 13,080 | $696K |
| Kestra Advisory Services, LLC | 0.00% | No change | 10,539 | $561K |
| Innovative Advisory Group, LLC | 0.42% | Reduce -5.3% | 8,997 | $479K |
| Foundations Investment Advisors, LLC | 0.01% | Add +32.4% | 8,014 | $426K |
| Hopwood Nicholas Hunter | 0.13% | No change | 7,678 | $408K |
| Mutual Advisors, LLC | 0.01% | No change | 7,500 | $399K |
| Lane Brothers & Co. Inc. | 0.24% | No change | 6,187 | $329K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.14% | No change | 6,052 | $322K |
| Brown Advisory Inc. | 0.00% | No change | 5,611 | $299K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +24.8% | 5,337 | $284K |
| NewEdge Wealth, LLC | 0.00% | New | 5,281 | $281K |
| Outlook Wealth Advisors, LLC | 0.06% | No change | 4,996 | $266K |
| SMART Wealth LLC | 0.08% | No change | 4,937 | $263K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | No change | 4,869 | $259K |
| Accurate Wealth Management, LLC | 0.03% | New | 4,558 | $240K |
| Texas Yale Capital Corp. | 0.01% | No change | 4,200 | $223K |
| Fulton Bank, N.A. | 0.01% | No change | 4,060 | $216K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,935 | $209K |
| XTX Topco Ltd | 0.00% | New | 3,859 | $205K |
| Abound Wealth Management | 0.04% | No change | 3,645 | $194K |
| UBS Group AG | 0.00% | Reduce -19.5% | 3,419 | $182K |
| Morgan Stanley | 0.00% | Reduce -33.9% | 3,212 | $171K |
| Hamrick Investment Counsel, llc | 0.04% | New | 1,270 | $68K |
| REAP Financial Group, LLC | 0.01% | Reduce -78.5% | 970 | $52K |
| Eastern Bank | 0.00% | No change | 593 | $32K |
| Obsidian Cio, LLC | 0.02% | No change | 373 | $20K |
| Jones Financial Companies LLLP | 0.00% | New | 7 | $364 |
| 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.