§ 13F · FUND PROFILE
Bell & Brown Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $305M (13F)Positions · 72Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$204K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 54K | $17M | 5.5% | −5% |
| 2 | AAPL | APPLE INC | 63K | $16M | 5.1% | ±0% |
| 3 | GOOGL | ALPHABET INC | 53K | $15M | 5.0% | −4% |
| 4 | XOM | EXXON MOBIL CORP | 75K | $13M | 4.1% | ±0% |
| 5 | LLY | ELI LILLY & CO | 12K | $11M | 3.6% | −4% |
| 6 | GS | GOLDMAN SACHS GROUP INC | 13K | $11M | 3.5% | −5% |
| 7 | VLO | VALERO ENERGY CORP | 42K | $10M | 3.4% | −2% |
| 8 | META | META PLATFORMS INC | 16K | $10M | 3.1% | −1% |
| 9 | JPM | JPMORGAN CHASE & CO | 32K | $10M | 3.1% | −1% |
| 10 | AMZN | AMAZON COM INC | 38K | $8M | 2.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BELL SIGNAL
AC read
Bell & Brown Wealth Advisors, LLC is a Other fund managing $305 million in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed