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Manager Profile

Bell & Brown Wealth Advisors, LLC

Diversified · Technology 20%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

—

Portfolio Value

$330.1M

Latest reported 13F value

Holdings

73

Distinct positions in last filing

Top Position

Broadcom Inc

Latest disclosed holding

Top 4

AVGO GOOGL AAPL LLY GS

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
19.6%
Financial Services
14.1%
Consumer Cyclical
12.9%
Communication Services
11.4%
Healthcare
10.2%
Energy
9.5%
Consumer Defensive
8.2%
Industrials
6.6%
Basic Materials
1.7%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Broadcom Inc

Shares: 50.4K

19M

Position Value
2
Alphabet Inc

Shares: 51.9K

18.5M

Position Value
3
Apple Inc

Shares: 62.1K

18M

Position Value
4
Lilly(Eli) & Co

Shares: 12K

14.4M

Position Value
5
Goldman Sachs Group Inc

Shares: 12.4K

12.6M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID