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| Happy Holidays!! thanks for using AUM13F!! |
| Belmont Capital LLC
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| CRD # | 154078 |
| SEC # | 801-79309 |
| CIK # | 0001793367 |
| AUM | $931.4 M (2025-03-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 310-203-2670 |
| Address | 1875 Century Park East Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001793367 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 128.3 | ||
| Facebook Inc | 118.9 | ||
| Apple Inc | 74.3 | ||
| Microsoft Corp | 52.0 | ||
| Amerisourcebergen Corp | 32.7 | ||
| Amazon Com Inc | 32.5 | ||
| Apollo Global Management Inc | 23.0 | ||
| Palantir Technologies Inc | 19.3 | ||
| Home Depot Inc | 14.4 | ||
| Tesla Motors Inc | 10.4 | ||
| Alphabet Inc | 9.3 | ||
| Boyd Gaming Corp | 8.6 | ||
| MicroStrategy Inc | 4.2 | ||
| II-VI Inc | 4.0 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Broadcom Inc | 3.0 | ||
| National Oilwell Varco Inc | 2.9 | ||
| Social Capital Hedosophia Holdings Corp V | 2.5 | ||
| CAVA Group Inc | 2.5 | ||
| Alphabet Inc | 2.5 | ||
| 3M Co | 2.5 | ||
| KLA Tencor Corp | 1.8 | ||
| UnitedHealth Group Inc | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 1.4 |
| (b) Individuals (high net worth individuals) | 181 | 789.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 19.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 120.9 |
| (n) Other | 0 | 0.0 |
| Total | 295 | 931.4 |
| By Discretionary | ||
| Discretionary | 293 | 929.8 |
| Non-Discretionary | 2 | 1.6 |
| Total | 295 | 931.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 931.4 | |
| Total | 295 | 931.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001793367] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CA Family Wealth LLC
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|
CA | 0.9 |
|
Philip James Wealth Management LLC
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GA | 0.9 |
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BMO Nesbitt Burns Securities Ltd
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0.9 | |
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King Wealth Management Group LLC
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NY | 0.9 |
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Prospera Private Wealth LLC
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OK | 0.9 |
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Brand Asset Management Group Inc
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MO | 0.9 |
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Frazier Financial Advisors LLC
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OH | 0.9 |
|
Detalus Advisors LLC
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|
MO | 0.9 |
|
West Paces Advisors Inc
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GA | 0.9 |
|
Navigation Group LLC
✚
|
CA | 0.9 |