Bell & Brown Wealth Advisors, LLC: 13F holdings
CIK 17253622026Q2
| Positions | 73 |
|---|
| Reported value | $330.1m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 73 (+5 vs prior quarter) |
|---|
| Reported value | $330.1m (+7.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AVGO BROADCOM INC | 50,354 | $19.0m | 5.8% |
| GOOGL ALPHABET INC | 51,866 | $18.5m | 5.6% |
| AAPL APPLE INC | 62,128 | $18.0m | 5.4% |
| LLY ELI LILLY & CO | 12,011 | $14.4m | 4.4% |
| GS GOLDMAN SACHS GROUP INC | 12,442 | $12.6m | 3.8% |
| VLO VALERO ENERGY CORP | 40,713 | $10.6m | 3.2% |
| JPM JPMORGAN CHASE & CO | 32,120 | $10.5m | 3.2% |
| EXXON MOBIL CORP | 74,066 | $10.1m | 3.1% |
| META META PLATFORMS INC | 16,243 | $9.1m | 2.8% |
| AMZN AMAZON COM INC | 38,314 | $9.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1725362")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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