13F Insight
DOSSIER · 13F-HR · Q2 2026

Bell & Brown Wealth Advisors, LLC

$330M in tracked AUM across 73 positions as of Q2 2026.

B&
CIK 0001725362 · last filed Jun 30, 2026
Total AUM
$330M
as of Q2 2026
Holdings
73
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bell & Brown Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$19M50K5.8%02
GOOGL
ALPHABET INC
$19M52K5.6%03
AAPL
APPLE INC
$18M62K5.4%04
LLY
ELI LILLY & CO
$14M12K4.4%05
GS
GOLDMAN SACHS GROUP INC
$13M12K3.8%06
VLO
VALERO ENERGY CORP
$11M41K3.2%07
JPM
JPMORGAN CHASE & CO
$11M32K3.2%08
XOM
EXXON MOBIL CORP
$10M74K3.1%09
META
META PLATFORMS INC
$9M16K2.8%10
AMZN
AMAZON COM INC
$9M38K2.8%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$200M▲ 6.5%
70 positionsLocked
Showing 12 of 29