Belleair Asset Management, LLC - Portfolio Stock Holdings
Belleair Asset Management, LLC disclosed 84 stock positions in a recent SEC 13F filing. $118,849,385 of stock holdings were filed, with the largest holdings including VGIT, DFUV, and DFSD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $234,283,723 and has 4 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:
84Est. Stock Holding Value:
$118,849,385Top Stock Holdings By Sector
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Portfolio Stock Holdings - Belleair Asset Management, LLC
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