Bellars Harris Wealth Management, LLC

DOSSIER · 13F-HR · Q2 2026

Bellars Harris Wealth Management, LLC

$491M in tracked AUM across 96 positions as of Q2 2026.

BH

CIK 0002136908 · last filed Jun 30, 2026

Total AUM

$491M

as of Q2 2026

Holdings

96

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Bellars Harris Wealth Management, 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

CAT

CATERPILLAR INCORPORATED

$15M14K3.0%02

BALT

INNOVATOR DEFINED WEALTH SHLD ETF

$15M426K3.0%03

CSCO

CISCO SYSTEMS INCORPORATED

$13M113K2.7%04

JPM

JPMORGAN CHASE & COMPANY

$13M40K2.7%05

G51502105

JOHNSON CONTROLS INTERNATION SHS (IRELAND)

$11M76K2.2%06

WELL

WELLTOWER INCORPORATED REIT

$11M47K2.2%07

WMB

WILLIAMS COMPANIES INCORPORATED

$11M142K2.2%08

AEP

AMERICAN ELEC PWR COMPANY INCORPORATED