Belmont Capital, LLC
Belmont Capital Group is a Los Angeles-based investment advisory firm specializing in customized, options-based separately managed account (SMA) strategies and option-enhanced portfolio management for wealth advisory firms and high-net-worth individuals. Founded and managed by a team with decades of experience in derivatives portfolio management and trading, the firm is recognized for their expertise in single-stock risk management and tailored hedging solutions for clients with concentrated equity positions. As of 2025, the team is joining Gateway Investment Advisers and will continue operating from Los Angeles under the Gateway brand.
Investment Strategy
Belmont Capital Group focuses on customized, options-based strategies primarily through SMAs, designed to provide tax-efficient investment solutions and risk management for wealth advisory clients and individuals with concentrated equity positions. Their approach includes single-stock hedging, portfolio overlays, and tailored options strategies to balance risk, seek upside, and address client-specific needs. Belmont emphasizes risk management and tax efficiency in managing clients’ concentrated asset exposure.
Latest 13F Filing Activity
Belmont Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 166 equity positions with a total 13F market value of $657M. The fund increased holdings in Nvidia Corporation, Meta Platforms Inc., Microsoft Corp. among other positions. Belmont Capital, LLC reduced exposure to Apple Inc., Procter and Gamble Co., Nov Inc. among others.
Top Holdings
Equity Positions (166)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 19.51% | $128.3M | 811,909 | $124.21 | $157.99 | +$52.6M |
M META | META PLATFORMS INC | 18.08% | $118.9M | 161,092 | $280.47 | $738.09 | +$26.2M |
A AAPL | APPLE INC | 11.29% | $74.3M | 361,936 | $177.71 | $205.17 | -$27.8M |
M MSFT | MICROSOFT CORP | 7.91% | $52.0M | 104,568 | $384.79 | $497.41 | +$13.6M |
A AMZN | AMAZON COM INC | 4.95% | $32.5M | 148,330 | $179.87 | $219.39 | +$5.0M |
Industry Allocation
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