Belleair Asset Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| LOWES COMPANIES INC | $952.1K | 0.9% |
| VANGUARD TAX-MANAGED FDS | $988.9K | 0.9% |
| DIMENSIONAL ETF TRUST | $1.02M | 1.0% |
| ROYAL BK CDA | $1.10M | 1.0% |
| CARDINAL HEALTH INC | $1.10M | 1.0% |
| VANGUARD INDEX FDS | $1.13M | 1.1% |
| SPDR SERIES TRUST | $1.13M | 1.1% |
| VANGUARD SCOTTSDALE FDS | $1.19M | 1.1% |
| Apple Inc. | $1.21M | 1.2% |
| MICROSOFT CORP | $1.26M | 1.2% |
| ISHARES INC | $1.32M | 1.3% |
| Bank OZK | $1.65M | 1.6% |
| PIMCO ETF TR | $1.68M | 1.6% |
| DIMENSIONAL ETF TRUST | $1.90M | 1.8% |
| ISHARES TR | $1.99M | 1.9% |
| iShares MSCI UAE ETF | $2.20M | 2.1% |
| AMERICAN CENTY ETF TR | $2.62M | 2.5% |
| iShares MSCI UAE ETF | $2.62M | 2.5% |
| DIMENSIONAL ETF TRUST | $3.10M | 2.9% |
| DIMENSIONAL ETF TRUST | $3.23M | 3.1% |
| DIMENSIONAL ETF TRUST | $3.83M | 3.7% |
| iShares MSCI UAE ETF | $3.85M | 3.7% |
| VANGUARD MALVERN FDS | $4.08M | 3.9% |
| DIMENSIONAL ETF TRUST | $4.12M | 3.9% |
| DIMENSIONAL ETF TRUST | $4.71M | 4.5% |
| VANGUARD BD INDEX FDS | $5.49M | 5.2% |
| DIMENSIONAL ETF TRUST | $7.39M | 7.0% |
| DIMENSIONAL ETF TRUST | $7.83M | 7.5% |
| VANGUARD SCOTTSDALE FDS | $8.39M | 8.0% |