Bell & Brown Wealth Advisors, LLC
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 330,125
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 8/10/2026 | 73 | 330,125 | 13F-HR | Bell & Brown Wealth Advisors, LLC |
| Q1 2026 | 5/11/2026 | 68 | 308,292 | 13F-HR | Bell & Brown Wealth Advisors, LLC |
| Q4 2025 | 5/13/2026 | 71 | 310,719 | 13F-HR/A - RESTATEMENT | Bell & Brown Wealth Advisors, LLC |
| Q4 2025 | 1/30/2026 | 71 | 310,272 | 13F-HR | Bell & Brown Wealth Advisors, LLC |
| Q3 2025 | 11/7/2025 | 72 | 305,420 | 13F-HR | Bell & Brown Wealth Advisors, LLC |
| Q2 2025 | 7/29/2025 | 70 | 279,665 | 13F-HR | Bell & Brown Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 324.2 K | 98.2% | 22.5 K | 0 | 22.5 K |
| ETFs | 5.889 K | 1.8% | 0 | 675 | -675 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
330,125
Holdings
73
QoQ value change ($000)
21,833
(7.1%)
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.