Bellars Harris Wealth Management, LLC holds a diversified book of 96 stocks worth $491.3M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). Their largest long position is Caterpillar Inc at 3% of the equity book.
Bellars Harris Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
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.
79% mapped to company sectors
+2 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.
Other tracked managers holding the same core names as Bellars Harris Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Outlook Capital Management, LLC | 10 / 80 | $248.0M |
| New World Advisors LLC | 29 / 80 | $460.6M |
| Fortune 45 LLC | 9 / 80 | $175.1M |
| AdviceOne Advisory Services, LLC | 15 / 80 | $128.1M |
| Ketron Financial | 12 / 80 | $226.8M |
| Hoey Investments, Inc | 39 / 80 | $530.5M |
| Yarbrough Capital, LLC | 13 / 80 | $2.0B |
| V. M. Manning & Co., Inc. | 16 / 80 | $78.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Bellars Harris Wealth Management, 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 stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Incorporated COM | $14.7M | 13.8K | 3.0% | ▲New New position | |
| 2 | Innovator Defined Wealth SHLD ETF DEFINED WLT SHLD | $14.6M | 426.3K | 3.0% | ▲New New position | |
| 3 | Cisco Systems Incorporated COM | $13.3M | 112.9K | 2.7% | ▲New New position | |
| 4 | JPMorgan Chase & Company COM | $13.0M | 39.8K | 2.7% | ▲New New position | |
| 5 | Johnson Controls Internation SHS (Ireland) SHS | $11.1M | 75.6K | 2.2% | ▲New New position | |
| 6 | Welltower Incorporated REIT COM | $10.6M | 46.8K | 2.2% | ▲New New position | |
| 7 | Williams Companies Incorporated COM | $10.6M | 142.2K | 2.2% | ▲New New position | |
| 8 | American Elec PWR Company Incorporated COM | $10.4M | 75.8K | 2.1% | ▲New New position | |
| 9 | Bank Of NY Mellon Corporation COM | $10.3M | 71.4K | 2.1% | ▲New New position | |
| 10 | Merck & Company Incorporated COM | $10.3M | 79.8K | 2.1% | ▲New New position | |
| 11 | Nisource Incorporated COM | $9.9M | 209.0K | 2.0% | ▲New New position | |
| 12 | Broadcom Incorporated COM | $9.8M | 26.0K | 2.0% | ▲New New position | |
| 13 | Cummins Incorporated COM | $9.7M | 13.6K | 2.0% | ▲New New position | |
| 14 | Loews Corporation COM | $9.4M | 83.1K | 1.9% | ▲New New position | |
| 15 | Duke Energy Corporation New Com New COM NEW | $9.3M | 73.7K | 1.9% | ▲New New position | |
| 16 | Caretrust REIT Incorporated REIT COM | $9.3M | 231.3K | 1.9% | ▲New New position | |
| 17 | Parker-Hannifin Corporation COM | $9.3M | 9.5K | 1.9% | ▲New New position | |
| 18 | Natwest Group PLC Spons ADR (United Kingdom) SPONS ADR | $9.2M | 523.9K | 1.9% | ▲New New position | |
| 19 | Comfort Systems USA Incorporated COM | $9.2M | 4.7K | 1.9% | ▲New New position | |
| 20 | Snap On Incorporated COM | $9.1M | 22.7K | 1.9% | ▲New New position | |
| 21 | Mueller Industries Incorporated COM | $8.9M | 72.2K | 1.8% | ▲New New position | |
| 22 | Walmart Inc COM | $8.8M | 77.4K | 1.8% | ▲New New position | |
| 23 | RTX Corporation COM | $8.7M | 46.1K | 1.8% | ▲New New position | |
| 24 | Micron Technology Incorporated COM | $8.7M | 7.5K | 1.8% | ▲New New position | |
| 25 | Hartford Insurance Group Incorporated COM | $8.5M | 63.8K | 1.7% | ▲New New position | |
| 26 | HSBC Hldgs PLC Spon ADR New (United Kingdom) SPON ADR NEW | $8.0M | 84.6K | 1.6% | ▲New New position | |
| 27 | HF Sinclair Corporation COM | $7.8M | 112.5K | 1.6% | ▲New New position | |
| 28 | Kirby Corporation COM | $7.5M | 55.2K | 1.5% | ▲New New position | |
| 29 | Nvidia Corporation COM | $7.4M | 36.9K | 1.5% | ▲New New position | |
| 30 | Apple Incorporated COM | $7.4M | 25.5K | 1.5% | ▲New New position | |
| 31 | Ishares TR Core S&P MCP ETF CORE S&P MCP ETF | $7.2M | 92.8K | 1.5% | ▲New New position | |
| 32 | Alphabet Incorporated Cap STK Class A CAP STK CL A | $7.2M | 20.0K | 1.5% | ▲New New position | |
| 33 | Technipfmc PLC (United Kingdom) COM | $7.0M | 105.4K | 1.4% | ▲New New position | |
| 34 | Dycom Industries Incorporated COM | $6.9M | 13.6K | 1.4% | ▲New New position | |
| 35 | Perdoceo Ed Corporation COM | $6.8M | 213.0K | 1.4% | ▲New New position | |
| 36 | Janus Henderson Aaa Clo ETF HENDRSON AAA CL | $6.7M | 132.9K | 1.4% | ▲New New position | |
| 37 | Ge Aerospace Com New COM NEW | $6.0M | 16.1K | 1.2% | ▲New New position | |
| 38 | Goldman Sachs Activebeta U.S. Large Cap Equity ETF ACTIVEBETA US LG | $5.9M | 41.5K | 1.2% | ▲New New position | |
| 39 | Invesco S&P 500 Quality ETF S&P500 QUALITY | $5.9M | 65.1K | 1.2% | ▲New New position | |
| 40 | Vanguard Dividend Appreciation ETF DIV APP ETF | $5.8M | 24.7K | 1.2% | ▲New New position | |
| 41 | Amazon Com Incorporated COM | $5.6M | 23.5K | 1.1% | ▲New New position | |
| 42 | Arista Networks Incorporated Com SHS COM SHS | $5.6M | 32.9K | 1.1% | ▲New New position | |
| 43 | Omega Healthcare Invs Incorporated REIT COM | $5.6M | 116.4K | 1.1% | ▲New New position | |
| 44 | Bristol-Myers Squibb Company COM | $5.4M | 93.6K | 1.1% | ▲New New position | |
| 45 | TJX Companies Incorporated New COM | $5.2M | 34.0K | 1.0% | ▲New New position | |
| 46 | Janus Henderson Securitized Income ETF HEND SECU IN ETF | $5.1M | 98.6K | 1.0% | ▲New New position | |
| 47 | Caseys General Stores Incorporated COM | $5.0M | 6.3K | 1.0% | ▲New New position | |
| 48 | General Dynamics Corporation COM | $5.0M | 14.2K | 1.0% | ▲New New position | |
| 49 | Invesco S&P 500 Equal Weight ETF S&P500 EQL WGT | $4.9M | 23.2K | 1.0% | ▲New New position | |
| 50 | Ishares TR Msci USA Mmentm MSCI USA MMENTM | $4.8M | 14.0K | 1.0% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Bellars Harris Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 37d | 96 | $491.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.