CIK 1801619
BELLEVUE ASSET MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
489
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| VOO | VANGARD INDEX FDS | 722 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 8K | $100K–$500K | SH |
| IYF | ISHARES TR | 3K | $100K–$500K | SH |
| PCAR | PACCAR INC | 3K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| DINT | DAVIS FUNDAMENTAL ETF TR | 12K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 669 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 3K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| FDX | FEDEX CORP | 804 | $100K–$500K | SH |
| IWR | ISHARES TR | 2K | $100K–$500K | SH |
| TSBK | TIMBERLAND BANCORP INC | 6K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| QLV | FLEXSHARES TR | 3K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 1K | $100K–$500K | SH |
| JPIN | JP MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| IVV | ISHARES TR | 286 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 315 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| NKE | NIKE INC | 3K | $100K–$500K | SH |
| NOK | NOKIA CORP | 27K | $100K–$500K | SH |
| ITA | ISHARES TR | 808 | $100K–$500K | SH |
| KO | COCA COLA CO | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 654 | $100K–$500K | SH |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 10K | $100K–$500K | SH |
| META | META PLATFORMS INC | 248 | $100K–$500K | SH |
| PTF | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 521 | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 3K | $100K–$500K | SH |
| AIVL | WISDOMTREE TR | 1K | $100K–$500K | SH |
| BA | BOEING CO | 672 | $100K–$500K | SH |
| DFSU | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 632 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 238 | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 150 | $100K–$500K | SH |
| PRN | INVESCO EXCHANGE TRADED FD T | 746 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 1K | $100K–$500K | SH |
| EXR | EXTRA SPACE STORAGE INC | 942 | $100K–$500K | SH |