Bell & Brown Wealth Advisors
Latest statistics and disclosures from Bell & Brown Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVGO, GOOGL, AAPL, LLY, GS, and represent 25.50% of Bell & Brown Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: Q, NFLX, UNH, NUE, PYPL, MCD, DD, COST, ORCL, CVX.
- Started 3 new stock positions in NUE, Q, UNH.
- Reduced shares in these 10 stocks: WFC, AVGO, GOOGL, ULTA, GS, MSFT, LLY, META, JPM, BABA.
- Sold out of its positions in BAC, NET, MSTR, RIVN.
- Bell & Brown Wealth Advisors was a net seller of stock by $-3.5M.
- Bell & Brown Wealth Advisors has $310M in assets under management (AUM), dropping by 1.59%.
- Central Index Key (CIK): 0001725362
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Portfolio Holdings for Bell & Brown Wealth Advisors
Bell & Brown Wealth Advisors holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Broadcom (AVGO) | 6.4 | $20M | -7% | 57k | 346.10 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $17M | -3% | 55k | 313.00 |
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| Apple (AAPL) | 5.4 | $17M | 62k | 271.86 |
|
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| Eli Lilly & Co. (LLY) | 4.4 | $14M | -2% | 13k | 1074.65 |
|
| Goldman Sachs (GS) | 3.7 | $12M | -4% | 13k | 878.99 |
|
| Meta Platforms Cl A (META) | 3.5 | $11M | -2% | 16k | 660.10 |
|
| JPMorgan Chase & Co. (JPM) | 3.4 | $11M | -2% | 33k | 322.22 |
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| Exxon Mobil Corporation (XOM) | 2.9 | $9.0M | 75k | 120.34 |
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| Amazon (AMZN) | 2.8 | $8.7M | 38k | 230.82 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.6 | $8.0M | -6% | 13k | 605.01 |
|
| Boeing Company (BA) | 2.5 | $7.9M | 36k | 217.12 |
|
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| Qualcomm (QCOM) | 2.5 | $7.8M | 46k | 171.05 |
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| Microsoft Corporation (MSFT) | 2.4 | $7.3M | -6% | 15k | 483.61 |
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| Valero Energy Corporation (VLO) | 2.3 | $7.0M | 43k | 162.79 |
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| Wal-Mart Stores (WMT) | 2.1 | $6.4M | 58k | 111.41 |
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| Wells Fargo & Company (WFC) | 2.1 | $6.4M | -24% | 68k | 93.20 |
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| Walt Disney Company (DIS) | 2.0 | $6.3M | +2% | 55k | 113.77 |
|
| Tesla Motors (TSLA) | 2.0 | $6.2M | 14k | 449.72 |
|
|
| FedEx Corporation (FDX) | 2.0 | $6.1M | +2% | 21k | 288.86 |
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| Oracle Corporation (ORCL) | 1.9 | $6.0M | +2% | 31k | 194.91 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.9 | $5.9M | 15k | 396.31 |
|
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| Costco Wholesale Corporation (COST) | 1.8 | $5.6M | +2% | 6.5k | 862.31 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.8 | $5.5M | -4% | 37k | 146.58 |
|
| American Express Company (AXP) | 1.7 | $5.4M | 15k | 369.94 |
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| Williams-Sonoma (WSM) | 1.7 | $5.3M | -3% | 30k | 178.59 |
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| Raytheon Technologies Corp (RTX) | 1.5 | $4.8M | 26k | 183.40 |
|
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| Chevron Corporation (CVX) | 1.5 | $4.7M | +3% | 31k | 152.41 |
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| Merck & Co (MRK) | 1.5 | $4.6M | 44k | 105.26 |
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| Paypal Holdings (PYPL) | 1.5 | $4.6M | +4% | 78k | 58.38 |
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| Starbucks Corporation (SBUX) | 1.4 | $4.2M | +2% | 50k | 84.21 |
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| Capital One Financial (COF) | 1.3 | $4.1M | -2% | 17k | 242.36 |
|
| Occidental Petroleum Corporation (OXY) | 1.2 | $3.8M | +3% | 93k | 41.12 |
|
| Citigroup Com New (C) | 1.2 | $3.7M | +3% | 32k | 116.69 |
|
| Amgen (AMGN) | 1.2 | $3.7M | 11k | 327.30 |
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| McDonald's Corporation (MCD) | 1.1 | $3.5M | +4% | 11k | 305.64 |
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| Home Depot (HD) | 1.1 | $3.4M | +2% | 9.8k | 344.08 |
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| Coca-Cola Company (KO) | 1.0 | $3.3M | +3% | 47k | 69.91 |
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| Williams Companies (WMB) | 1.0 | $3.1M | 51k | 60.11 |
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| Pepsi (PEP) | 1.0 | $3.0M | +3% | 21k | 143.52 |
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| Procter & Gamble Company (PG) | 0.9 | $2.7M | 19k | 143.31 |
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| Uber Technologies (UBER) | 0.8 | $2.5M | 30k | 81.71 |
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| Nike CL B (NKE) | 0.7 | $2.3M | +4% | 36k | 63.71 |
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| Bristol Myers Squibb (BMY) | 0.7 | $2.3M | -2% | 42k | 53.94 |
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| Target Corporation (TGT) | 0.6 | $1.9M | -5% | 20k | 97.75 |
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| Teekay Corporation SHS (TK) | 0.6 | $1.8M | -2% | 198k | 9.03 |
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| Kimberly-Clark Corporation (KMB) | 0.5 | $1.7M | -3% | 17k | 100.89 |
|
| Netflix (NFLX) | 0.5 | $1.7M | +1237% | 18k | 93.76 |
|
| Qnity Electronics Common Stock (Q) | 0.5 | $1.7M | NEW | 20k | 81.65 |
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| Dupont De Nemours (DD) | 0.5 | $1.6M | +10% | 41k | 40.20 |
|
| Corteva (CTVA) | 0.5 | $1.5M | -10% | 23k | 67.03 |
|
| Lowe's Companies (LOW) | 0.4 | $1.3M | 5.5k | 241.14 |
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| Celanese Corporation (CE) | 0.4 | $1.3M | +10% | 31k | 42.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | -5% | 4.0k | 313.81 |
|
| Lululemon Athletica (LULU) | 0.4 | $1.2M | -12% | 5.7k | 207.81 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.2M | -6% | 6.3k | 186.50 |
|
| Ge Aerospace Com New (GE) | 0.4 | $1.1M | -7% | 3.6k | 308.02 |
|
| Morgan Stanley Com New (MS) | 0.3 | $811k | 4.6k | 177.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $675k | -7% | 1.3k | 502.65 |
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| UnitedHealth (UNH) | 0.2 | $579k | NEW | 1.8k | 330.11 |
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| Ge Vernova (GEV) | 0.2 | $498k | -5% | 762.00 | 653.57 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $464k | -9% | 989.00 | 468.76 |
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| Innospec (IOSP) | 0.1 | $380k | 5.0k | 76.54 |
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| Advanced Micro Devices (AMD) | 0.1 | $354k | +3% | 1.7k | 214.16 |
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| Visa Com Cl A (V) | 0.1 | $340k | +2% | 969.00 | 350.87 |
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| Johnson & Johnson (JNJ) | 0.1 | $336k | 1.6k | 206.95 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $277k | 485.00 | 570.43 |
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| Dow (DOW) | 0.1 | $262k | -22% | 11k | 23.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $252k | -14% | 410.00 | 614.39 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $218k | -18% | 1.4k | 160.97 |
|
| Nucor Corporation (NUE) | 0.1 | $207k | NEW | 1.3k | 163.07 |
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| Immunitybio (IBRX) | 0.1 | $164k | 83k | 1.98 |
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Past Filings by Bell & Brown Wealth Advisors
SEC 13F filings are viewable for Bell & Brown Wealth Advisors going back to 2017
- Bell & Brown Wealth Advisors 2025 Q4 filed Jan. 30, 2026
- Bell & Brown Wealth Advisors 2025 Q3 filed Nov. 7, 2025
- Bell & Brown Wealth Advisors 2025 Q2 filed July 29, 2025
- Bell & Brown Wealth Advisors 2025 Q1 filed May 7, 2025
- Bell & Brown Wealth Advisors 2024 Q4 filed May 7, 2025
- Bell & Brown Wealth Advisors 2024 Q3 filed Nov. 14, 2024
- Bell & Brown Wealth Advisors 2024 Q2 filed Aug. 13, 2024
- Bell & Brown Wealth Advisors 2024 Q1 filed May 13, 2024
- Bell & Brown Wealth Advisors 2023 Q4 filed Feb. 12, 2024
- Bell & Brown Wealth Advisors 2023 Q2 filed Aug. 15, 2023
- Bell & Brown Wealth Advisors 2023 Q1 filed April 14, 2023
- Bell & Brown Wealth Advisors 2022 Q4 filed Feb. 10, 2023
- Bell & Brown Wealth Advisors 2022 Q3 filed Oct. 26, 2022
- Bell & Brown Wealth Advisors 2022 Q2 filed July 22, 2022
- Bell & Brown Wealth Advisors 2022 Q1 filed May 2, 2022
- Bell & Brown Wealth Advisors 2021 Q4 filed Feb. 10, 2022