account_balance
Investment manager · 13F filer · SEC CIK 1801619
Bellevue Asset Management, LLC
Reported value$217Mas of Jun 30, 2026
Positions578 222 new, 13 sold out
Top 10 weight58.4%MSFT alone is 22%
FiledAug 435 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
22.4%
AAPLApple Inc.
7.2%
CGGRCapital Group Growth ETF
5.5%
RDVYFirst Tr Exchange-Traded Fd
5.4%
LMBSFirst Tr Exchange- Traded Fd
4.1%Trimmed −7%
AMZNAmazon.com Inc
2.9%−17%
COSTCostco Wholesale Corp
2.9%
VGTVanguard World Fd
2.8%
DYNFBlackRock ETF Trust
2.8%
JIREJ P Morgan Exchange Traded F
2.5%
FTSMFirst Tr Exchange-Traded Fd
2.4%Added +27%
TEKBlackRock ETF Trust
2.0%−4%
MSFTMicrosoft Corp
22.4%
AAPLApple Inc.
7.2%
CGGRCapital Group Growth ETF
5.5%
RDVYFirst Tr Exchange-Traded Fd
5.4%
LMBSFirst Tr Exchange- Traded Fd
4.1%
VGT2.8%
DYNF2.8%
JIRE
FTSM2.4%
TEK2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 22.4% HeldAAPL Apple Inc. 7.2% Held
CGGR Capital Group Growth ETF 5.5% Held
RDVY First Tr Exchange-Traded Fd 5.4% Held
LMBS First Tr Exchange- Traded Fd 4.1% Trimmed −7%
AMZN Amazon.com Inc 2.9% Trimmed −17%COST Costco Wholesale Corp 2.9% HeldVGT Vanguard World Fd 2.8% Held
DYNF BlackRock ETF Trust 2.8% Held
JIRE J P Morgan Exchange Traded F 2.5% Held
FTSM First Tr Exchange-Traded Fd 2.4% Added +27%
TEK BlackRock ETF Trust 2.0% Trimmed −4%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.