BELLEVUE ASSET MANAGEMENT, LLC - Portfolio Stock Holdings
BELLEVUE ASSET MANAGEMENT, LLC disclosed 588 stock positions in a recent SEC 13F filing. $216,665,357 of stock holdings were filed, with the largest holdings including MSFT, AAPL, and CGGR. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $393,677,615 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
588Est. Stock Holding Value:
$216,665,357Top Stock Holdings By Sector
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Portfolio Stock Holdings - BELLEVUE ASSET MANAGEMENT, LLC
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% of Portfolio
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