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Filers›Holding Co.›Bell Investment Advisors, Inc
DOSSIER · 13F-HR · Q1 2026

Bell Investment Advisors, Inc

Bell Investment's holding co. based in Greenwich, CT — $639M in tracked AUM across 1,860 positions as of Q1 2026.

BI
Bell Investment·Greenwich, CT·Holding Co.
CIK 0001890149 · last filed Mar 31, 2026
Total AUM
$639M
▼ 4.7%
vs prior
Holdings
1,860
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Bell
haiku-4-5 · 1,860 positions indexed
Sector mix
  • Tech4%
  • Health Care23%
  • Cons. Disc.8%
  • Communications9%
  • Industrials46%
  • Other10%
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