§ 13F · FUND PROFILE
Belleair Asset Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 79Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$105.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 140K | $8.4T | 8.0% | NEW |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 168K | $7.8T | 7.5% | NEW |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 154K | $7.4T | 7.0% | NEW |
| 4 | BSV | VANGUARD BD INDEX FDS | 70K | $5.5T | 5.2% | NEW |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 144K | $4.7T | 4.5% | NEW |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 104K | $4.1T | 3.9% | NEW |
| 7 | VTIP | VANGUARD MALVERN FDS | 83K | $4.1T | 3.9% | NEW |
| 8 | ITOT | ISHARES TR | 26K | $3.9T | 3.7% | NEW |
| 9 | DFAT | DIMENSIONAL ETF TRUST | 64K | $3.8T | 3.7% | NEW |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 65K | $3.2T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BELLEAIR SIGNAL
AC read
Belleair Asset Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed