13F Insight
DOSSIER · 13F-HR · Q3 2026

Bell & Brown Wealth Advisors, LLC

$320M in tracked AUM across 72 positions as of Q3 2026.

B&
CIK 0001725362 · last filed Sep 30, 2026
Total AUM
$320M
as of Q3 2026
Holdings
72
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Bell & Brown Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$20M59K6.1%02
GOOGL
ALPHABET INC
$17M49K5.2%03
AVGO
BROADCOM INC
$17M47K5.2%04
VLO
VALERO ENERGY CORP
$14M37K4.5%05
LLY
ELI LILLY & CO
$13M11K4.0%06
XOM
EXXONMOBIL HOLDINGS CORP
$11M69K3.5%07
META
META PLATFORMS INC
$11M15K3.5%08
GS
GOLDMAN SACHS GROUP INC
$10M11K3.2%09
JPM
JPMORGAN CHASE & CO
$10M30K3.1%10
AMZN
AMAZON COM INC
$9M37K2.9%

Filing history

2026Q3Sep 30
$320M▼ 3.1%
72 positionsView →2026Q2Jun 30
$330M▲ 7.1%
73 positionsView →2026Q1Mar 31
$308M▼ 0.8%
68 positionsView →2025Q4Dec 31
$311M▲ 1.7%
71 positionsView →2025Q3Sep 30
$305M▲ 9.2%
72 positionsLocked2025Q2Jun 30
$280M▲ 139.8%
70 positionsLocked2025Q1Mar 31
$117M▼ 7.9%
30 positionsLocked2024Q4Dec 31
$127M▼ 50.5%
30 positionsLocked2024Q3Sep 30
$256M▼ 2.0%
71 positionsLocked2024Q2Jun 30
$261M▲ 11.7%
69 positionsLocked2024Q1Mar 31
$234M▲ 8.5%
68 positionsLocked2023Q4Dec 31
$215M▲ 7.8%
74 positionsLocked
Showing 12 of 30