§ 13F · FUND PROFILE
Bell Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $2145.2T (13F)Positions · 272Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$501.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 3.46M | $309.2T | 13.2% | ±0% |
| 2 | VTV | VANGUARD INDEX FDS | 1.60M | $306.3T | 13.1% | NEW |
| 3 | VUG | VANGUARD INDEX FDS | 591K | $288.1T | 12.3% | +4% |
| 4 | QQQ | INVESCO QQQ TR | 354K | $217.2T | 9.3% | +1% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 587K | $112.5T | 4.8% | +102% |
| 6 | VTI | VANGUARD INDEX FDS | 334K | $112.0T | 4.8% | −3% |
| 7 | VOO | VANGUARD INDEX FDS | 149K | $93.5T | 4.0% | — |
| 8 | SPYV | SPDR SERIES TRUST | 1.58M | $89.8T | 3.8% | NEW |
| 9 | AGG | ISHARES TR | 616K | $61.6T | 2.6% | NEW |
| 10 | BILS | SPDR SERIES TRUST | 547K | $54.3T | 2.3% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BELL SIGNAL
AC read
Bell Bank is a Dealer / Bank fund managing $2145150.3 trillion in assets. The fund runs a broad portfolio of 272 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed