Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors reported 72 stocks worth $320M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (6.1%), GOOGL (5.2%) and AVGO (5.2%). Compared with Q2 2026, the fund opened new positions in XOM and GILD, added to TSLA, BA and WMT, trimmed AAPL, GOOGL and AVGO and sold out of XOM, CTVA and NET.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $19.6M | 6.1% | 59K | −3,277 (−5%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $16.7M | 5.2% | 49K | −3,231 (−6%) | 8 of 8 | |
| 3 |  AVGO Broadcom Inc | $16.6M | 5.2% | 47K | −3,005 (−6%) | 8 of 8 | |
| 4 |  VLO Valero Energy Corp | $14.4M | 4.5% | 37K | −3,566 (−9%) | 8 of 8 | |
| 5 |  LLY Eli Lilly & Co | $12.9M | 4.0% | 11K | −833 (−7%) | 8 of 8 | |
| 6 |  XOM Exxon Mobil Corp | $11.3M | 3.5% | 69K | New position | 1 of 8 | |
| 7 |  META Meta Platforms Inc | $11.2M | 3.5% | 15K | −861 (−5%) | 8 of 8 | |
| 8 |  GS Goldman Sachs Group Inc | $10.3M | 3.2% | 11K | −1,003 (−8%) | 8 of 8 | |
| 9 |  JPM Jpmorgan Chase & Co. | $10M | 3.1% | 30K | −1,862 (−6%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $9.1M | 2.9% | 37K | −1,694 (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bell & Brown Wealth Advisors 13F FAQ
What does Bell & Brown Wealth Advisors own?
Bell & Brown Wealth Advisors reported 72 stocks worth $320M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are AAPL (6.1%), GOOGL (5.2%) and AVGO (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Bell & Brown Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 18 added to, 47 trimmed and 3 sold out. New positions include XOM and GILD. It sold all of XOM, CTVA and NET.
When will Bell & Brown Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bell & Brown Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $320M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.