Institutions / Bell Investment Advisors, Inc
Bell Investment Advisors, Inc
CIK 1890149 · Institution · as of Jun 30, 2026
Portfolio value
$680.83M
Positions
1,820
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$680.83M+7.7%Positions
1,820+1.0%Top holdings
Jun 30, 2026View all 1,820 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $68.50M | 10.1% |
| Goldman Sachs ETF Tr | $64.22M | 9.4% |
| Vanguard Scottsdale Fds | $50.06M | 7.4% |
| Flexshares Tr | $49.16M | 7.2% |
| iShares MSCI UAE ETF | $40.55M | 6.0% |
| Schwab Strategic Tr | $34.63M | 5.1% |
| iShares MSCI UAE ETF | $26.67M | 3.9% |
| Schwab Strategic Tr | $25.51M | 3.7% |
| Vanguard Index Fds | $19.41M | 2.9% |
| Schwab Strategic Tr | $16.85M | 2.5% |
| iShares MSCI UAE ETF | $15.93M | 2.3% |
| Schwab Strategic Tr | $15.49M | 2.3% |
| Invesco Exch Traded Fd Tr II | $12.56M | 1.8% |
| Schwab Strategic Tr | $11.57M | 1.7% |
| iShares Inc | $10.97M | 1.6% |
| Apple Inc. | $10.54M | 1.5% |
| iShares Tr | $9.42M | 1.4% |
| Schwab Strategic Tr | $8.76M | 1.3% |
| iShares Tr | $8.68M | 1.3% |
| Schwab Strategic Tr | $8.32M | 1.2% |
| Schwab Strategic Tr | $8.25M | 1.2% |
| Goldman Sachs ETF Tr | $7.19M | 1.1% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $6.37M | 0.9% |
| iShares Tr | $5.29M | 0.8% |
| Schwab Strategic Tr | $4.75M | 0.7% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 808524763 | $-7.33M | -193K -30.33% | 442,641 2.47% of portfolio | medium |
| Q2 2026 as of | Add | 808524771 | $5.88M | +189K +9.40% | 2,202,691 10.06% of portfolio | medium |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF | $-4.97M | -14K -15.70% | 77,807 3.92% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. | $3.39M | +12K +47.46% | 36,423 1.55% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF | $3.34M | +39K +8.98% | 469,199 5.96% of portfolio | low |
| Q2 2026 as of | Trim | 922908744 | $-2.88M | -13K -12.94% | 89,061 2.85% of portfolio | low |
| Q2 2026 as of | Add | 33939L506 | $2.46M | +103K +5.27% | 2,056,091 7.22% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co | $2.35M | +16K +509.29% | 19,156 0.41% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF | $-2.19M | -10K -12.07% | 72,583 2.34% of portfolio | low |
| Q2 2026 as of | Trim | 92206C847 | $-2.18M | -39K -33.77% | 77,438 0.63% of portfolio | low |