Accurate Wealth Management’s Belpointe PREP OZ Stock Holding History

Accurate Wealth Management’s Portfolio OZ Stock Details OZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Sell	4,557 -1	-0%	-$49	0.02%	554
2026 Q1	$240K	Buy	+4,558	New	+$238K	0.03%	468
2023 Q2	–	Sell	-4,558	Closed	-$425K	–	283
2023 Q1	$425K	Buy	+4,558	New	+$439K	0.15%	149
2022 Q4	–	Sell	-8,551	Closed	-$1.36M	–	1589
2022 Q3	$1.36M	Buy	8,551 +757	+10%	+$74.4K	0.57%	43
2022 Q2	$749K	Sell	7,794 -1	-0%	-$99	0.41%	53
2022 Q1	$779K	Buy	+7,795	New	+$723K	0.35%	63

Other funds holding OZ

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Accurate Wealth Management's OZ Position: Q2 2026 in Review

Accurate Wealth Management reduced its Belpointe PREP (OZ) stake by 0.02% in Q2 2026, selling an estimated $49 and leaving 4,557 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #554.

Accurate Wealth Management first reported a position in OZ in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.36M in Q3 2022. 14 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

Accurate Wealth Management held 4,557 shares of Belpointe PREP worth $206K as of Q2 2026.
Accurate Wealth Management sold 1 Belpointe PREP share in Q2 2026, an estimated $49.
Belpointe PREP made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #554 holding.
Accurate Wealth Management first reported a position in Belpointe PREP in Q1 2022 and has held it in 6 quarters since.
Accurate Wealth Management's Belpointe PREP position peaked at $1.36M in Q3 2022.
14 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.