§ 13F · FUND PROFILE
Bell Investment Advisors, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $582M (13F)Positions · 1879Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$621K 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 APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GBIL | GOLDMAN SACHS ETF TR | 644K | $65M | 10.1% | +2% |
| 2 | FNDX | SCHWAB STRATEGIC TR | 2.18M | $61M | 9.5% | +8% |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | 1.05M | $49M | 7.7% | +1% |
| 4 | TDTT | FLEXSHARES TR | 2.00M | $48M | 7.6% | +2% |
| 5 | TLT | ISHARES TR | 426K | $37M | 5.8% | −1% |
| 6 | FNDF | SCHWAB STRATEGIC TR | 644K | $32M | 4.9% | −6% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 901K | $23M | 3.6% | +2% |
| 8 | MTUM | ISHARES TR | 88K | $21M | 3.3% | −4% |
| 9 | VTV | VANGUARD INDEX FDS | 99K | $19M | 3.0% | −3% |
| 10 | QUAL | ISHARES TR | 81K | $16M | 2.4% | −2% |
§ 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 $582 million 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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