# BELPOINTE PREP LLC UNIT RP LTD LB A

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.

## Summary

- Issuer: BELPOINTE PREP LLC
- Class: UNIT RP LTD LB A
- CUSIP: 080694102
- 13F holders: 47
- 13F value: $66.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 47 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Precision Wealth Strategies, LLC](https://search.stillhousedata.com/firm/299827) | 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](https://search.stillhousedata.com/firm/143440) | RENO, NV | $9.9M | 217,600 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $5.0M | 94,077 |
| [United Asset Strategies, Inc.](https://search.stillhousedata.com/firm/107434) | Garden City, NY | $4.0M | 88,722 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $3.4M | 63,823 |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $2.8M | 43,940 |
| [Brookwood Investment Group LLC](https://search.stillhousedata.com/firm/316544) | PHOENIX, AZ | $1.6M | 35,995 |
| Wealth Alliance | MELLVILLE, NY | $1.2M | 22,979 |
| [Mason & Associates Inc](https://search.stillhousedata.com/firm/141303) | LOS ANGELES, CA | $1.1M | 24,640 |
| [SHEETS SMITH WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/105710) | WINSTON-SALEM, NC | $987K | 21,783 |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $977K | 18,360 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $975K | 18,330 |
| [Robertson Stephens Wealth Management, LLC](https://search.stillhousedata.com/firm/289977) | San Francisco, CA | $960K | 21,203 |
| Mariner, LLC | Overland Park, KS | $930K | 17,489 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/080694102.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.