Belpointe Asset Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Belpointe Asset Management’s Portfolio ALLW Stock Details ALLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.43M	Buy	50,013 +6	+0%	+$177	0.04%	420
2026 Q2	$1.46M	Buy	50,007 +16,831	+51%	+$500K	0.05%	372
2026 Q1	$957K	Buy	33,176 +14,715	+80%	+$426K	0.03%	468
2025 Q4	$507K	Buy	+18,461	New	+$528K	0.02%	651

Other funds holding ALLW

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Belpointe Asset Management's ALLW Position: Q3 2026 in Review

Belpointe Asset Management increased its State Street Bridgewater All Weather ETF (ALLW) stake by 0.01% in Q3 2026, buying an estimated $177 and bringing the position to 50,013 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #420.

Belpointe Asset Management first reported a position in ALLW in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.46M in Q2 2026. 98 funds tracked by Wall St. Rank hold ALLW as of Q3 2026.

Belpointe Asset Management held 50,013 shares of State Street Bridgewater All Weather ETF worth $1.43M as of Q3 2026.
Belpointe Asset Management bought 6 State Street Bridgewater All Weather ETF shares in Q3 2026, an estimated $177.
State Street Bridgewater All Weather ETF made up 0.04% of Belpointe Asset Management's portfolio in Q3 2026, its #420 holding.
Belpointe Asset Management first reported a position in State Street Bridgewater All Weather ETF in Q4 2025 and has held it in 4 quarters since.
Belpointe Asset Management's State Street Bridgewater All Weather ETF position peaked at $1.46M in Q2 2026.
98 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.