§ 13F · FUND PROFILE
Bell Investment Advisors, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $581.6T (13F)Positions · 1879Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$632.3T 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 FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GBIL | GOLDMAN SACHS ETF TR | 633K | $63.3T | 10.0% | NEW |
| 2 | FNDX | SCHWAB STRATEGIC TR | 2.01M | $54.8T | 8.7% | NEW |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | 1.04M | $48.9T | 7.7% | NEW |
| 4 | TDTT | FLEXSHARES TR | 1.95M | $47.0T | 7.4% | NEW |
| 5 | TLT | ISHARES TR | 431K | $37.5T | 5.9% | NEW |
| 6 | FNDF | SCHWAB STRATEGIC TR | 685K | $31.0T | 4.9% | NEW |
| 7 | SCHX | SCHWAB STRATEGIC TR | 888K | $23.9T | 3.8% | NEW |
| 8 | MTUM | ISHARES TR | 92K | $23.1T | 3.7% | NEW |
| 9 | FNDA | SCHWAB STRATEGIC TR | 635K | $20.0T | 3.2% | NEW |
| 10 | VTV | VANGUARD INDEX FDS | 102K | $19.5T | 3.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BELL SIGNAL
AC read
Bell Investment Advisors, Inc is a Other fund managing $581564.6 trillion in assets. The fund runs a massive portfolio of 1,879 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 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