Institutions / Bell & Brown Wealth Advisors, LLC
Bell & Brown Wealth Advisors, LLC
CIK 1725362 · Institution · as of Dec 31, 2025
Portfolio value
$310.27M
Positions
71
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 71 →
| Company | Value | % of portfolio |
|---|---|---|
| Broadcom Inc. | $19.78M | 6.4% |
| Alphabet Inc. | $17.21M | 5.5% |
| Apple Inc. | $16.91M | 5.4% |
| ELI LILLY & Co | $13.58M | 4.4% |
| The Goldman Sachs Group, Inc. | $11.62M | 3.7% |
| Meta Platforms Inc | $10.83M | 3.5% |
| JPMorgan Chase & Co | $10.56M | 3.4% |
| Exxon Mobil Corp | $9.02M | 2.9% |
| Amazon.com Inc | $8.75M | 2.8% |
| Ulta Beauty, Inc. | $8.02M | 2.6% |
| The Boeing Company | $7.86M | 2.5% |
| Qualcomm INC/DE | $7.79M | 2.5% |
| Microsoft Corp | $7.31M | 2.4% |
| Valero Energy Corp | $7.01M | 2.3% |
| Walmart Inc. | $6.41M | 2.1% |
| Wells Fargo & COMPANY/MN | $6.36M | 2.1% |
| Walt Disney Co | $6.26M | 2.0% |
| Tesla Inc | $6.17M | 2.0% |
| FedEx Corp | $6.14M | 2.0% |
| Oracle Corp | $5.99M | 1.9% |
| SPDR Gold Tr | $5.87M | 1.9% |
| Costco Wholesale Corp /New | $5.56M | 1.8% |
| Alibaba Group Holding LtdBABA | $5.48M | 1.8% |
| American Express Co | $5.40M | 1.7% |
| Williams Sonoma Inc | $5.30M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.