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 251–300 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBIN | FORTUNE BRANDS INNOVATIONS I | 322 | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP | 47 | $15K–$50K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 200 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP | 200 | $15K–$50K | SH |
| IPGP | IPG PHOTONICS CORP | 220 | $15K–$50K | SH |
| IVE | ISHARES TR | 74 | $15K–$50K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 110 | $15K–$50K | SH |
| IWM | ISHARES TR | 60 | $1K–$15K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 100 | $1K–$15K | SH |
| MU | MICRON TECHNOLOGY INC | 51 | $1K–$15K | SH |
| GFS | GLOBALFOUNDRIES INC | 400 | $1K–$15K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 705 | $1K–$15K | SH |
| IYW | ISHARES TR | 69 | $1K–$15K | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 90 | $1K–$15K | SH |
| IGE | ISHARES TR | 272 | $1K–$15K | SH |
| GDX | VANECK ETF TRUST | 157 | $1K–$15K | SH |
| VXUS | VANGUARD STAR FDS | 177 | $1K–$15K | SH |
| BND | VANGUARD BD INDEX FDS | 181 | $1K–$15K | SH |
| BK | BANK NEW YORK MELLON CORP | 109 | $1K–$15K | SH |
| DEO | DIAGEO PLC | 146 | $1K–$15K | SH |
| BUG | GLOBAL X FDS | 398 | $1K–$15K | SH |
| FIG | FIGMA INC | 303 | $1K–$15K | SH |
| SCHB | SCHWAB STRATEGIC TR | 420 | $1K–$15K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 122 | $1K–$15K | SH |
| BINC | BLACKROCK ETF TRUST II | 199 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS | 110 | $1K–$15K | SH |
| RTX | RTX CORPORATION | 55 | $1K–$15K | SH |
| VFH | VANGUARD WORLD FD | 75 | $1K–$15K | SH |
| MGV | VANGUARD WORLD FD | 70 | $1K–$15K | SH |
| FTNT | FORTINET INC | 125 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP NEW | 56 | $1K–$15K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 145 | $1K–$15K | SH |
| PAVE | GLOBAL X FDS | 204 | $1K–$15K | SH |
| WMT | WALMART INC | 87 | $1K–$15K | SH |
| EWY | ISHARES INC | 100 | $1K–$15K | SH |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 885 | $1K–$15K | SH |
| BANR | BANNER CORP | 142 | $1K–$15K | SH |
| SCHH | SCHWAB STRATEGIC TR | 425 | $1K–$15K | SH |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 247 | $1K–$15K | SH |
| FXI | ISHARES TR | 225 | $1K–$15K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 34 | $1K–$15K | SH |
| HYG | ISHARES TR | 105 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC | 75 | $1K–$15K | SH |
| QTUM | ETF SER SOLUTIONS | 75 | $1K–$15K | SH |
| ALK | ALASKA AIR GROUP INC | 163 | $1K–$15K | SH |
| BWXT | BWX TECHNOLOGIES INC | 47 | $1K–$15K | SH |
| HEI.A | HEICO CORP NEW | 32 | $1K–$15K | SH |
| ABBV | ABBVIE INC | 35 | $1K–$15K | SH |
| PID | INVESCO EXCHANGE TRADED FD T | 364 | $1K–$15K | SH |
| KVUE | KENVUE INC | 455 | $1K–$15K | SH |