BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

DOSSIER · 13F-HR · Q2 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$802M in tracked AUM across 716 positions as of Q2 2026.

BB

CIK 0001352860 · last filed Jun 30, 2026

Total AUM

$802M

as of Q2 2026

Holdings

716

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

BLUE BELL PRIVATE 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

SPY

STATE STREET SPDR S&P 500 ETF

$164M219K20.4%02

GAM

GENERAL AMERN INVS CO INC COM

$53M825K6.6%03

SCHX

SCHWAB U.S. LARGE-CAP ETF

$23M775K2.8%04

ADX

ADAMS DIVERSIFIED EQUITY FD COM

$22M846K2.7%05

CET

CENTRAL SECS CORP COM

$20M385K2.5%06

SCHB

SCHWAB U.S. BROAD MARKET ETF

$16M559K2.0%07

IWM

ISHARES RUSSELL 2000 ETF

$15M50K1.9%08

TY

TRI CONTL CORP COM

$15M430K1.8%09

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF