§ 13F · FUND PROFILE
Bell & Brown Wealth Advisors, LLC.
AUM · $330M (13F)Positions · 73Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 50K | $19M | 5.8% | −7% |
| 2 | GOOGL | ALPHABET INC | 52K | $19M | 5.6% | −2% |
| 3 | AAPL | APPLE INC | 62K | $18M | 5.4% | −1% |
| 4 | LLY | ELI LILLY & CO | 12K | $14M | 4.4% | −2% |
| 5 | GS | GOLDMAN SACHS GROUP INC | 12K | $13M | 3.8% | −1% |
| 6 | VLO | VALERO ENERGY CORP | 41K | $11M | 3.2% | −4% |
| 7 | JPM | JPMORGAN CHASE & CO | 32K | $11M | 3.2% | −1% |
| 8 | XOM | EXXON MOBIL CORP | 74K | $10M | 3.1% | −1% |
| 9 | META | META PLATFORMS INC | 16K | $9M | 2.8% | ±0% |
| 10 | AMZN | AMAZON COM INC | 38K | $9M | 2.8% | ±0% |
§ 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 $330 million in assets. The fund runs a portfolio of 73 positions.
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