Top 50 Bluepointe Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 8.39% | 39.3K | $22.0M | +113.49%(+20.87K) | โ | 2025-03-31 | |
| IWF | ISHARES TR | 7.13% | 51.8K | $18.7M | +97.38%(+25.57K) | โ | 2025-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.05% | 30.9K | $15.9M | +57.12%(+11.23K) | โ | 2025-03-31 | |
| ACWI | ISHARES TR | 4.64% | 104.7K | $12.2M | +74.63%(+44.75K) | โ | 2025-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.03% | 97.5K | $10.6M | +272.98%(+71.36K) | โ | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.95% | 152.3K | $7.7M | -11.46%(-19.72K) | โ | 2025-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.7% | 142.8K | $7.1M | +2.93%(+4.07K) | โ | 2025-03-31 | |
| VB | VANGUARD INDEX FDS | 2.62% | 31.0K | $6.9M | +23.66%(+5.92K) | โ | 2025-03-31 | |
| URTH | ISHARES INC | 2.42% | 41.5K | $6.4M | +25.51%(+8.44K) | โ | 2025-03-31 | |
| EFA | ISHARES TR | 2.23% | 71.8K | $5.9M | +21.33%(+12.62K) | โ | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Bluepointe Capital Management, Llc reports $262.49M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are SPY (8.4%), IWF (7.1%) and VOO (6.0%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bluepointe Capital Management, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040935). View Bluepointe Capital Management, Llcโs 13F filings on SEC