Bell & Brown Wealth Advisors, LLC holds a diversified book of 73 reported positions worth $330.1M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Dupont De Nemours Inc and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2026 would be +8% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Bell & Brown Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +9.8%, a 1.5-point gap that is the cost of the ~41-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Bell & Brown Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bell & Brown Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Draper Asset Management, LLC | 13 / 73 | $191.0M |
| Swiss Re Ltd | 55 / 73 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 73 | $161.4M |
| Prospect Hill Management, LLC | 9 / 73 | $240.7M |
| Greenbrier Partners Capital Management, LLC | 8 / 73 | $1.2B |
| CIBC Capital Markets (Europe) S.A. | 7 / 73 | $681.3M |
| Blackhill Capital Inc | 18 / 73 | $2.2B |
| H&H International Investment, LLC | 10 / 73 | $17.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Bell & Brown Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc COM | $19.0M | 50.4K | 5.8% | ▼−7.5% Reduced · −4K sh | |
| 2 | Alphabet Inc CAP STK CL A | $18.5M | 51.9K | 5.6% | ▼−2.4% Reduced · −1K sh | |
| 3 | Apple Inc COM | $18.0M | 62.1K | 5.4% | ▼−0.7% Reduced · −417 sh | |
| 4 | Eli Lilly & Co COM | $14.4M | 12.0K | 4.4% | ▼−1.5% Reduced · −185 sh | |
| 5 | Goldman Sachs Group Inc COM | $12.6M | 12.4K | 3.8% | ▼−1.4% Reduced · −172 sh | |
| 6 | Valero Energy Corp COM | $10.6M | 40.7K | 3.2% | ▼−4.0% Reduced · −2K sh | |
| 7 | JPMorgan Chase & Co COM | $10.5M | 32.1K | 3.2% | ▼−0.7% Reduced · −228 sh | |
| 8 | Exxon Mobil Corp COM | $10.1M | 74.1K | 3.1% | ▼−1.2% Reduced · −876 sh | |
| 9 | Meta Platforms Inc CL A | $9.1M | 16.2K | 2.8% | ▲+0.3% Added · +45 sh | |
| 10 | Amazon Com Inc COM | $9.1M | 38.3K | 2.8% | ▼−0.1% Reduced · −52 sh | |
| 11 | Tesla Inc COM | $8.8M | 20.9K | 2.7% | ▲+14% Added · +3K sh | |
| 12 | Qualcomm Inc COM | $8.3M | 44.7K | 2.5% | ▼−0.8% Reduced · −359 sh | |
| 13 | Boeing Co COM | $8.0M | 36.9K | 2.4% | ▲+0.5% Added · +199 sh | |
| 14 | Williams Sonoma Inc COM | $6.7M | 28.9K | 2.0% | ▼−0.5% Reduced · −155 sh | |
| 15 | Fedex Corp COM | $6.6M | 21.1K | 2.0% | ▼−0.3% Reduced · −70 sh | |
| 16 | Walmart Inc COM | $6.5M | 57.0K | 2.0% | ▼−0.3% Reduced · −173 sh | |
| 17 | Costco Wholesale Corporation COM | $6.2M | 6.6K | 1.9% | ▲+0.9% Added · +60 sh | |
| 18 | Microsoft Corp COM | $6.2M | 16.5K | 1.9% | ▲+4.0% Added · +630 sh | |
| 19 | Unitedhealth Group Inc COM | $6.1M | 14.6K | 1.8% | ▲+6.1% Added · +840 sh | |
| 20 | Merck & Co Inc COM | $5.7M | 44.1K | 1.7% | ▲+1.3% Added · +548 sh | |
| 21 | Disney Walt Co COM | $5.5M | 57.6K | 1.7% | ▲+2.1% Added · +1K sh | |
| 22 | SPDR Gold TR GOLD SHS | $5.4M | 14.6K | 1.6% | ▼−0.9% Reduced · −127 sh | |
| 23 | Starbucks Corp COM | $5.2M | 51.0K | 1.6% | ▲+1.0% Added · +488 sh | |
| 24 | Wells Fargo & Co COM | $5.2M | 63.0K | 1.6% | ▲+1.3% Added · +828 sh | |
| 25 | Chevron Corporation COM | $5.1M | 30.7K | 1.5% | ▼−0.3% Reduced · −104 sh | |
| 26 | RTX Corporation COM | $5.0M | 26.3K | 1.5% | ▲+0.6% Added · +156 sh | |
| 27 | American Express Co COM | $4.8M | 14.2K | 1.5% | ▼−0.9% Reduced · −130 sh | |
| 28 | Oracle Corp COM | $4.7M | 32.0K | 1.4% | ▲+1.6% Added · +504 sh | |
| 29 | Occidental Pete Corp COM | $4.5M | 93.6K | 1.4% | ▲+1.0% Added · +914 sh | |
| 30 | Citigroup Inc COM NEW | $4.5M | 31.9K | 1.4% | ▲+0.7% Added · +209 sh | |
| 31 | Amgen Inc COM | $4.1M | 11.3K | 1.2% | ▼~0% Reduced · −3 sh | |
| 32 | Coca Cola Co COM | $3.8M | 46.5K | 1.1% | ▼−0.1% Reduced · −36 sh | |
| 33 | PayPal Hldgs Inc COM | $3.7M | 86.6K | 1.1% | ▲+7.2% Added · +6K sh | |
| 34 | Home Depot Inc COM | $3.7M | 10.5K | 1.1% | ▲+5.5% Added · +550 sh | |
| 35 | Williams Cos Inc COM | $3.7M | 49.6K | 1.1% | ▼−2.3% Reduced · −1K sh | |
| 36 | Ulta Beauty Inc COM | $3.4M | 7.6K | 1.0% | ▼−3.4% Reduced · −268 sh | |
| 37 | Capital One Finl Corp COM | $3.4M | 16.9K | 1.0% | ▼−0.5% Reduced · −80 sh | |
| 38 | Alibaba Group Hldg Ltd SPONSORED ADS | $3.4M | 35.2K | 1.0% | ▼−3.1% Reduced · −1K sh | |
| 39 | Netflix Inc. COM | $3.3M | 45.6K | 1.0% | ▲+11% Added · +5K sh | |
| 40 | McDonalds Corp COM | $3.2M | 11.8K | 1.0% | ▲+3.5% Added · +401 sh | |
| 41 | Qnity Electronics Inc COMMON STOCK | $3.2M | 19.4K | 1.0% | ▼−7.7% Reduced · −2K sh | |
| 42 | Pepsico Inc COM | $3.0M | 22.4K | 0.9% | ▲+4.8% Added · +1K sh | |
| 43 | Procter & Gamble Co COM | $2.9M | 20.0K | 0.9% | ▲+5.0% Added · +949 sh | |
| 44 | Uber Technologies Inc COM | $2.6M | 36.4K | 0.8% | ▲+14% Added · +4K sh | |
| 45 | Target Corp COM | $2.6M | 19.8K | 0.8% | ▲+3.2% Added · +608 sh | |
| 46 | Bristol-Myers Squibb Co COM | $2.5M | 42.6K | 0.7% | ▲+1.8% Added · +759 sh | |
| 47 | Nike Inc CL B | $2.2M | 54.5K | 0.7% | ▼−1.8% Reduced · −977 sh | |
| 48 | Kimberly-Clark Corp COM | $2.2M | 20.3K | 0.7% | ▲+7.0% Added · +1K sh | |
| 49 | Lowes Cos Inc COM | $2.2M | 10.0K | 0.7% | ▲+83% Added · +5K sh | |
| 50 | Celanese Corp Del COM | $2.1M | 44.7K | 0.6% | ▲+12% Added · +5K sh |
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Use Arkolith to show Bell & Brown Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 41d | 73 | $330.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 41d | 68 | $308.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | May 13, 2026 | 133d | 71 | $310.7M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.