Bell Investment Advisors, Inc: 13F holdings
CIK 18901492026Q2
| Positions | 1,820 |
|---|
| Reported value | $680.8m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 1,820 (-40 vs prior quarter) |
|---|
| Reported value | $680.8m (+6.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FNDX SCHWAB STRATEGIC TR | 2,202,691 | $68.5m | 10.1% |
| GBIL GOLDMAN SACHS ETF TR | 641,135 | $64.2m | 9.4% |
| VMBS VANGUARD SCOTTSDALE FDS | 1,069,422 | $50.1m | 7.4% |
| TDTT FLEXSHARES TR | 2,056,091 | $49.2m | 7.2% |
| TLT ISHARES TR | 469,199 | $40.5m | 6.0% |
| EWU SCHWAB STRATEGIC TR | 656,318 | $34.6m | 5.1% |
| MTUM ISHARES TR | 77,807 | $26.7m | 3.9% |
| SCHX SCHWAB STRATEGIC TR | 866,847 | $25.5m | 3.7% |
| VTV VANGUARD INDEX FDS | 89,061 | $19.4m | 2.9% |
| FNDA SCHWAB STRATEGIC TR | 442,641 | $16.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1890149")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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