account_balance
Investment manager · 13F filer · SEC CIK 2108102
Belleair Asset Management, LLC
Reported value$119Mas of Sep 30, 2026
Positions81 3 new, 6 sold out
Top 10 weight50.0%DFUV alone is 8%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUVDimensional ETF Trust
7.8%
DFSDDimensional ETF Trust
7.5%Added +6%
VGITVanguard Scottsdale FDS
6.5%Trimmed −16%
BSVVanguard Bd Index FDS
5.1%Added +22%
ITOTiShares Tr
4.7%Added +8%
DFAXDimensional ETF Trust
4.3%
DFACDimensional ETF Trust
3.8%
VTIPVanguard Malvern FDS
3.7%Trimmed −5%
DFATDimensional ETF Trust
3.5%Trimmed −3%
DFIVDimensional ETF Trust
3.0%
DFASDimensional ETF Trust
2.9%
AVDVAmerican Centy ETF Tr
2.9%Added +4%
DFUVDimensional ETF Trust
7.8%
DFSDDimensional ETF Trust
7.5%Added +6%
VGITVanguard Scottsdale FDS
6.5%−16%
BSVVanguard Bd Index FDS
5.1%+22%
ITOTiShares Tr
4.7%+8%
DFAXDimensional ETF Trust
4.3%
DFACDimensional ETF Trust
3.8%
VTIPVanguard Malvern FDS
3.7%
DFATDimensional ETF Trust
3.5%
DFIV
DFAS
AVDV
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
DFUV Dimensional ETF Trust 7.8% Held
DFSD Dimensional ETF Trust 7.5% Added +6%
VGIT Vanguard Scottsdale FDS 6.5% Trimmed −16%
BSV Vanguard Bd Index FDS 5.1% Added +22%
ITOT iShares Tr 4.7% Added +8%
DFAX Dimensional ETF Trust 4.3% Held
DFAC Dimensional ETF Trust 3.8% Held
VTIP Vanguard Malvern FDS 3.7% Trimmed −5%
DFAT Dimensional ETF Trust 3.5% Trimmed −3%
DFIV Dimensional ETF Trust 3.0% Held
DFAS Dimensional ETF Trust 2.9% Held
AVDV American Centy ETF Tr 2.9% Added +4%
What changed
Biggest moves since Jun 30, 2026
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