13F Insight
DOSSIER · 13F-HR · Q1 2026

Bell Investment Advisors, Inc

$639M in tracked AUM across 1,860 positions as of Q1 2026.

BI
CIK 0001890149 · last filed Mar 31, 2026
Total AUM
$639M
as of Q1 2026
Holdings
1,860
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Bell Investment Advisors, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GBIL
GOLDMAN SACHS ETF TR
$65M644K10.1%02
FNDX
SCHWAB STRATEGIC TR
$61M2.2M9.5%03
VMBS
VANGUARD SCOTTSDALE FDS
$49M1.1M7.7%04
TDTT
FLEXSHARES TR
$48M2.0M7.6%05
TLT
ISHARES TR
$37M426K5.8%06
FNDF
SCHWAB STRATEGIC TR
$32M644K4.9%07
SCHX
SCHWAB STRATEGIC TR
$23M901K3.6%08
MTUM
ISHARES TR
$21M88K3.3%09
VTV
VANGUARD INDEX FDS
$19M99K3.0%10
QUAL
ISHARES TR
$16M81K2.4%

Filing history

2026Q1Mar 31
$639M▲ 1.1%
1,860 positionsView →2025Q4Dec 31
$632M▲ 3.3%
1,802 positionsView →2025Q3Sep 30
$612M▲ 5.2%
1,876 positionsView →2025Q2Jun 30
$582M▲ 7.5%
1,879 positionsLocked2025Q1Mar 31
$541M▲ 1.1%
1,904 positionsLocked2024Q4Dec 31
$535M▼ 1.8%
1,900 positionsLocked2024Q3Sep 30
$545M▲ 7.0%
1,878 positionsLocked2024Q2Jun 30
$509M▼ 0.5%
1,943 positionsLocked2024Q1Mar 31
$512M▲ 5.0%
1,910 positionsLocked2023Q4Dec 31
$487M▲ 9.2%
1,908 positionsLocked2023Q3Sep 30
$446M▼ 1.0%
1,923 positionsLocked2023Q2Jun 30
$451M▲ 5.4%
1,916 positionsLocked
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