BELPOINTE PREP LLC UNIT RP LTD LB A is a security (CUSIP 080694102) tracked across SEC portfolio filings. 47 institutional managers reported $66.4M on Form 13F as of 2026-06-30.
Showing 15 of 47 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Precision Wealth Strategies, LLC | SAINT LOUIS, MO | $12.8M | 240,689 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Seattle, WA | $10.9M | 241,017 |
| Belpointe Asset Management LLC | RENO, NV | $9.9M | 217,600 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $5.0M | 94,077 |
| United Asset Strategies, Inc. | Garden City, NY | $4.0M | 88,722 |
| Lido Advisors, LLC | Los Angeles, CA | $3.4M | 63,823 |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $2.8M | 43,940 |
| Brookwood Investment Group LLC | PHOENIX, AZ | $1.6M | 35,995 |
| Wealth Alliance | MELLVILLE, NY | $1.2M | 22,979 |
| Mason & Associates Inc | LOS ANGELES, CA | $1.1M | 24,640 |
| SHEETS SMITH WEALTH MANAGEMENT | WINSTON-SALEM, NC | $987K | 21,783 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $977K | 18,360 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $975K | 18,330 |
| Robertson Stephens Wealth Management, LLC | San Francisco, CA | $960K | 21,203 |
| Mariner, LLC | Overland Park, KS | $930K | 17,489 |