BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Blue Bell, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 802,154
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 716 | 802,154 | 13F-HR | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| Q1 2026 | 5/11/2026 | 724 | 695,646 | 13F-HR | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/9/2026 | 727 | 682,100 | 13F-HR | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/22/2025 | 734 | 658,031 | 13F-HR | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/11/2025 | 728 | 598,523 | 13F-HR | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| Q2 2014 | 7/29/2014 | 406 | 165,591 | 13F-HR | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| Q1 2014 | 4/29/2014 | 390 | 147,710 | 13F-HR | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
| Q4 2013 | 2/10/2014 | 401 | 130,365 | 13F-HR | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 332.5 K | 41.5% | 48.98 K | 0 | 48.98 K |
| ETFs | 469.6 K | 58.5% | 57.53 K | 0 | 57.53 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
802,154
Holdings
716
QoQ value change ($000)
106,508
(15.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.