Bell & Brown Wealth Advisors, LLC
Bell & Brown Wealth Advisors, LLC reported 73 positions worth $330.1M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AVGO (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVGO | SH | $19.0M | 5.76% | 50,354 | — | — | |
| ▸ 2 | GOOGL | SH | $18.5M | 5.61% | 51,866 | — | — | |
| ▸ 3 | AAPL | SH | $18.0M | 5.45% | 62,128 | — | — | |
| ▸ 4 | LLY | SH | $14.4M | 4.36% | 12,011 | — | — | |
| ▸ 5 | GS | SH | $12.6M | 3.81% | 12,442 | — | — | |
| ▸ 6 | VLO | SH | $10.6M | 3.21% | 40,713 | — | — | |
| ▸ 7 | JPM | SH | $10.5M | 3.18% | 32,120 | — | — | |
| ▸ 8 | EXMOC | SH | $10.1M | 3.07% | 74,066 | — | — | |
| ▸ 9 | META | SH | $9.1M | 2.77% | 16,243 | — | — | |
| ▸ 10 | AMZN | SH | $9.1M | 2.77% | 38,314 | — | — |
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Frequently Asked Questions
What stocks does Bell & Brown Wealth Advisors, LLC hold as of Q2 2026?
Bell & Brown Wealth Advisors, LLC reported 73 positions worth $330.1M in its Q2 2026 13F filing. Largest positions: AVGO (5.8%), GOOGL (5.6%), AAPL (5.4%), LLY (4.4%) and GS (3.8%).
What did Bell & Brown Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bell & Brown Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.