Bell & Brown Wealth Advisors, LLC - Portfolio Stock Holdings
Bell & Brown Wealth Advisors, LLC disclosed 73 stock positions in a recent SEC 13F filing. $319,626,159 of stock holdings were filed, with the largest holdings including AVGO, GOOGL, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $486,768,108 and has 3 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:
73Est. Stock Holding Value:
$319,626,159Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bell & Brown Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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