BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC disclosed 787 stock positions in a recent SEC 13F filing. $839,984,209 of stock holdings were filed, with the largest holdings including SPY, GAM, and CET. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,121,215,721 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
787Est. Stock Holding Value:
$839,984,209Top Stock Holdings By Sector
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Portfolio Stock Holdings - BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
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Holdings (Shares)
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% of Portfolio
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