BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC disclosed 772 stock positions in a recent SEC 13F filing. $689,287,446 of stock holdings were filed, with the largest holdings including SPY, GAM, and SCHX. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.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:
March 31, 2026No. of Stocks:
772Est. Stock Holding Value:
$689,287,446Top Stock Holdings By Sector
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Portfolio Stock Holdings - BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
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