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

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH's hedge fund based in London, UK — $696M in tracked AUM across 724 positions as of Q1 2026.

BB
BLUE BELL PRIVATE WEALTH·London, UK·Hedge Fund
CIK 0001352860 · last filed Mar 31, 2026
Total AUM
$696M
▲ 13.4%
vs prior
Holdings
724
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 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
SPY
STATE STREET SPDR S&P 500 ETF
$141M217K20.3%
02
GAM
GENERAL AMERN INVS CO INC COM
$48M818K6.9%
03
SCHX
SCHWAB U.S. LARGE-CAP ETF
$21M816K3.0%
04
ADX
ADAMS DIVERSIFIED EQUITY FD COM
$20M894K2.8%
05
CET
CENTRAL SECS CORP COM
$17M350K2.5%
06
SCHB
SCHWAB U.S. BROAD MARKET ETF
$15M597K2.2%
07
TY
TRI CONTL CORP COM
$14M430K2.0%
08
IWM
ISHARES RUSSELL 2000 ETF
$12M50K1.8%
09
VTI
VANGUARD TOTAL STOCK MARKET ETF
$12M36K1.7%
10
RVT
ROYCE SMALL CAP TRUST INC COM
$11M654K1.6%

Filing history

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