Bellars Harris Wealth Management
Bellars Harris Wealth Management reported 96 stocks worth $491M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are CAT (3.0%), BALT (3.0%) and CSCO (2.7%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CAT Caterpillar Inc | $14.7M | 3.0% | 14K | – | 1 of 1 | |
| 2 |  BALT Innovator Etfs Trust | $14.6M | 3.0% | 426K | – | 1 of 1 | |
| 3 |  CSCO Cisco Sys Inc | $13.3M | 2.7% | 113K | – | 1 of 1 | |
| 4 |  JPM Jpmorgan Chase & Co. | $13M | 2.6% | 40K | – | 1 of 1 | |
| 5 |  JCI Johnson Controls Int F | $11.1M | 2.3% | 76K | – | 1 of 1 | |
| 6 |  WELL Welltower Inc | $10.6M | 2.2% | 47K | – | 1 of 1 | |
| 7 |  WMB Williams Cos Inc | $10.6M | 2.1% | 142K | – | 1 of 1 | |
| 8 |  AEP American Elec Pwr Co Inc | $10.4M | 2.1% | 76K | – | 1 of 1 | |
| 9 |  BNY Bank New York Mellon Corp | $10.3M | 2.1% | 71K | – | 1 of 1 | |
| 10 |  MRK Merck & Co Inc | $10.3M | 2.1% | 80K | – | 1 of 1 |
Positions at Jun 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Bellars Harris Wealth Management 13F FAQ
What does Bellars Harris Wealth Management own?
Bellars Harris Wealth Management reported 96 stocks worth $491M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are CAT (3.0%), BALT (3.0%) and CSCO (2.7%). The table above lists every position in the filing (the top 10 without an account).
What did Bellars Harris Wealth Management buy and sell in Q2 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Bellars Harris Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bellars Harris Wealth Management's portfolio worth?
The Q2 2026 filing reports $491M 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.