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 201–250 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 719 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 1K | $15K–$50K | SH |
| WELL | WELLTOWER INC | 172 | $15K–$50K | SH |
| LNTH | LANTHEUS HLDGS INC | 475 | $15K–$50K | SH |
| AVUV | AMERICAN CENTY ETF TR | 305 | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 104 | $15K–$50K | SH |
| HDV | ISHARES TR | 250 | $15K–$50K | SH |
| XLI | SELECT SECTOR SPDR TR | 192 | $15K–$50K | SH |
| OKE | ONEOK INC NEW | 404 | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP | 293 | $15K–$50K | SH |
| CRCL | CIRCLE INTERNET GROUP INC | 362 | $15K–$50K | SH |
| IWS | ISHARES TR | 200 | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 100 | $15K–$50K | SH |
| SCHA | SCHWAB STRATEGIC TR | 971 | $15K–$50K | SH |
| PUI | INVESCO EXCHANGE TRADED FD T | 628 | $15K–$50K | SH |
| KARS | KRANESHARES TR | 854 | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 44 | $15K–$50K | SH |
| XLP | SELECT SECTOR SPDR TR | 324 | $15K–$50K | SH |
| J | JACOBS SOLUTIONS INC | 186 | $15K–$50K | SH |
| XBI | SPDR SERIES TRUST | 200 | $15K–$50K | SH |
| XLU | SELECT SECTOR SPDR TR | 562 | $15K–$50K | SH |
| SNDK | SANDISK CORP | 100 | $15K–$50K | SH |
| GSK | GSK PLC | 482 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 290 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION | 100 | $15K–$50K | SH |
| ALB | ALBEMARLE CORP | 161 | $15K–$50K | SH |
| HYS | PIMCO ETF TR | 240 | $15K–$50K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 150 | $15K–$50K | SH |
| ZM | ZOOM COMMUNICATIONS INC | 260 | $15K–$50K | SH |
| BIDU | BAIDU INC | 170 | $15K–$50K | SH |
| FDD | FIRST TR EXCHANGE-TRADED FD | 1K | $15K–$50K | SH |
| REGN | REGENERON PHARMACEUTICALS | 27 | $15K–$50K | SH |
| FITB | FIFTH THIRD BANCORP | 445 | $15K–$50K | SH |
| GLW | CORNING INC | 230 | $15K–$50K | SH |
| IJR | ISHARES TR | 163 | $15K–$50K | SH |
| VLTO | VERALTO CORP | 197 | $15K–$50K | SH |
| F | FORD MTR CO | 1K | $15K–$50K | SH |
| FG | F&G ANNUITIES & LIFE INC | 608 | $15K–$50K | SH |
| TDG | TRANSDIGM GROUP INC | 14 | $15K–$50K | SH |
| CRM | SALESFORCE INC | 70 | $15K–$50K | SH |
| POWL | POWELL INDS INC | 58 | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 60 | $15K–$50K | SH |
| BOTZ | GLOBAL X FDS | 502 | $15K–$50K | SH |
| VTR | VENTAS INC | 235 | $15K–$50K | SH |
| VBR | VANGUARD INDEX FDS | 85 | $15K–$50K | SH |
| AZN | ASTRAZENECA PLC | 100 | $15K–$50K | SH |
| SGOL | ETFS GOLD TR | 419 | $15K–$50K | SH |
| ENB | ENBRIDGE INC | 352 | $15K–$50K | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 150 | $15K–$50K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 150 | $15K–$50K | SH |