BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC disclosed 752 stock positions in a recent SEC 13F filing. $802,011,362 of stock holdings were filed, with the largest holdings including SPY, GAM, and SCHX. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 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:
June 30, 2026No. of Stocks:
752Est. Stock Holding Value:
$802,011,362Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...