CWM
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Congress Wealth Management’s Belpointe PREP OZ Stock Holding History

Congress 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
2025
Q2 		$2.81M Hold
43,940
– – 0.03% 501
2025
Q1 		$2.83M Hold
43,940
– – 0.03% 427
2024
Q4 		$3.4M Buy
43,940
+719
+2% +$50.9K 0.05% 336
2024
Q3 		$2.98M Buy
+43,221
New +$2.82M 0.04% 370

Other funds holding OZ

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
FA
Fountainhead AM Warren, New Jersey $135M AUM 24.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Congress Wealth Management's OZ Position: Q2 2025 in Review

Congress Wealth Management held its Belpointe PREP (OZ) position steady in Q2 2025 at 43,940 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #501.

Congress Wealth Management first reported a position in OZ in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.4M in Q4 2024. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2025.

  • Congress Wealth Management held 43,940 shares of Belpointe PREP worth $2.81M as of Q2 2025.
  • Congress Wealth Management left its Belpointe PREP share count unchanged in Q2 2025.
  • Belpointe PREP made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #501 holding.
  • Congress Wealth Management first reported a position in Belpointe PREP in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Belpointe PREP position peaked at $3.4M in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.