Bell & Brown Wealth Advisors, LLC 13F Filings Tracker (Q1 2026): Interactive Charts, AI & API

Name: Bell & Brown Wealth Advisors, LLC — 13F Holdings, 2026-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001725362

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$308.3M

Reporting period: 2026-03-31 · Number of holdings: 68

Bell & Brown Wealth Advisors, LLC disclosed 68 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $308.3M and a quarterly turnover rate of 19.4%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "B"

Personality snowflake

Concentration: 10.12
Portfolio Stability: 19.39
Momentum/Contrarian: 100
Sector conviction: 39.24
Diversification: 100
Sizing Uniformity: 91.45

Bell & Brown Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.025 — mathematically equivalent to about 40 equally-sized positions, well below its 68 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.86), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/bell-brown-wealth-advisors-llc

Recent moves

View source Form 13F filing on SEC.gov

Trim ULTA
-41.1%　-$4.0M
Add XOM
-0.1%　$3.7M
Add VLO
-1.6%　$3.5M
Add UNH
+684.3%　$3.1M
Trim AVGO
-4.8%　-$2.9M
Trim LLY
-3.6%　-$2.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AVGO	Broadcom INC	Stock-Tech	5.46%	-0.91%	-4.79%
2	AAPL	Apple INC	Stock-Tech	5.15%	-0.30%	+0.48%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.96%	-0.59%	-3.51%
4	XOM	Exxon Mobil CORP	Stock-Energy	4.12%	+1.21%	-0.10%
5	LLY	Eli Lilly & Co	Stock-Healthcare	3.64%	-0.74%	-3.60%
6	GS	Goldman Sachs Group INC	Stock-Financials	3.46%	-0.28%	-4.66%
7	VLO	Valero Energy CORP	Stock-Energy	3.40%	+1.14%	-1.61%
8	META	Meta Platforms Inc-class A	Stock-Comm Services	3.09%	-0.40%	-1.45%
9	JPM	Jpmorgan Chase & Co	Stock-Financials	3.09%	-0.31%	-1.37%
10	AMZN	Amazon.com INC	Stock-Consumer Disc	2.59%	-0.23%	+0.97%
11	FDX	Fedex CORP	Stock-Industrials	2.44%	+0.46%	-0.74%
12	BA	Boeing Co/the	Stock-Industrials	2.37%	-0.16%	+1.14%
13	WMT	Walmart INC	Stock-Consumer Staples	2.30%	+0.24%	-0.71%
14	TSLA	Tesla INC	Stock-Consumer Disc	2.22%	+0.23%	+33.62%
15	COST	Costco Wholesale CORP	Stock-Consumer Staples	2.13%	+0.34%	+1.86%
16	CVX	Chevron CORP	Stock-Energy	2.07%	+0.57%	+0.98%
17	GLD	Spdr Gold Shares	ETF-Commodities	2.05%	+0.16%	-0.80%
18	OXY	Occidental Petroleum CORP	Stock-Energy	1.95%	+0.72%	-0.35%
19	MSFT	Microsoft CORP	Stock-Tech	1.91%	-0.45%	+4.76%
20	QCOM	Qualcomm INC	Stock-Tech	1.89%	-0.62%	-1.35%
21	DIS	Walt Disney Co/the	Stock-Comm Services	1.77%	-0.25%	+2.52%
22	WSM	Williams-sonoma INC	Stock-Consumer Disc	1.72%	—	-2.40%
23	MRK	Merck & Co. INC.	Stock-Healthcare	1.70%	+0.23%	+0.03%
24	RTX	Rtx CORP	Stock-Industrials	1.63%	+0.08%	-0.73%
25	WFC	Wells Fargo & Co	Stock-Financials	1.61%	-0.44%	-8.94%
26	ORCL	Oracle CORP	Stock-Tech	1.50%	-0.43%	+2.38%
27	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	1.48%	-0.28%	-2.88%
28	SBUX	Starbucks CORP	Stock-Consumer Disc	1.47%	+0.11%	+0.70%
29	AXP	American Express Co	Stock-Financials	1.40%	-0.34%	-2.16%
30	ULTA	Ulta Beauty INC	Stock-Consumer Disc	1.33%	-1.26%	-41.11%
31	AMGN	Amgen INC	Stock-Healthcare	1.29%	+0.10%	-0.30%
32	NFLX	Netflix INC	Stock-Comm Services	1.28%	+0.73%	+126.02%
33	UNH	Unitedhealth Group INC	Stock-Healthcare	1.21%	+1.02%	+684.27%
34	WMB	Williams Cos INC	Stock-Energy	1.20%	+0.21%	-0.86%
35	PYPL	Paypal Holdings INC	Stock-Financials	1.19%	-0.28%	+3.50%
36	C	Citigroup INC	Stock-Financials	1.16%	—	+0.02%
37	MCD	Mcdonald's CORP	Stock-Consumer Disc	1.15%	—	+0.84%
38	KO	Coca-cola Co/the	Stock-Consumer Staples	1.15%	+0.10%	-0.02%
39	PEP	Pepsico INC	Stock-Consumer Staples	1.08%	+0.11%	+2.15%
40	HD	Home Depot INC	Stock-Consumer Disc	1.06%	—	+1.37%
41	COF	Capital One Financial CORP	Stock-Financials	1.01%	-0.32%	-0.54%
42	NKE	Nike INC -cl B	Stock-Consumer Disc	0.95%	+0.21%	+54.29%
43	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.89%	—	+2.84%
44	CE	Celanese CORP	Stock-Materials	0.85%	+0.43%	+27.98%
45	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.82%	+0.09%	+0.15%
46	Q	Qnity Electronics INC	Stock-Tech	0.79%	+0.26%	+3.77%
47	TK	Teekay Corporation Ltd.	Stock-Other	0.78%	+0.21%	+0.24%
48	TGT	Target CORP	Stock-Consumer Disc	0.76%	+0.13%	-3.84%
49	UBER	Uber Technologies INC	Stock-Industrials	0.75%	—	+5.17%
50	6D8	Dupont De Nemours INC	Stock-Other	0.64%	+0.12%	+6.97%

1–50 of 68

Portfolio Performance

Performance for Q3 2026

+0.2%

Performance Last 4 Quarters

+20.8%

Based on 86% of reported portfolio value with available pricing

Stdev: +13.7%
Beta: +0.95
Alpha: +1.2%
Max Drawdown: -11.2%
Annualized Perf: +19.3%
Batting Avg vs S&P: +52.8%
Sortino: +2.66
Stutzer: +0.4
Treynor: +0.2
Sterling: +1.1
Calmar: +1.72
Information Ratio: +0.03
Tracking Error: +5.9%
Stdev Down: +7%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +41.3%
Worst 12 Months: +7.5%
Efficiency Ratio: +0.55
Sharpe: +1.36
Stdev Sectors: +4.7%
Skewness: -0.11
Kurtosis: -0.49
Upside Potential: +4.31

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	68	$308.3M	19	1AVGO 2AAPL 3GOOGL Top holdings2026 Q1 1.AVGO 2.AAPL 3.GOOGL 4.XOM 5.LLY 6.GS 7.VLO 8.META 9.JPM 10.AMZN
2025 Q4	71	$310.7M	12	1AVGO 2GOOGL 3AAPL Top holdings2025 Q4 1.AVGO 2.GOOGL 3.AAPL 4.LLY 5.GS 6.META 7.JPM 8.XOM 9.AMZN 10.ULTA
2025 Q3	72	$305.4M	24	1AVGO 2AAPL 3GOOGL Top holdings2025 Q3 1.AVGO 2.AAPL 3.GOOGL 4.META 5.GS 6.JPM 7.LLY 8.XOM 9.ORCL 10.AMZN
2025 Q2	70	$279.7M	0	1AVGO 2AAPL 3META Top holdings2025 Q2 1.AVGO 2.AAPL 3.META 4.GOOGL 5.GS 6.JPM 7.LLY 8.AMZN 9.MSFT 10.XOM
2025 Q1	69	$256.4M	14	1AAPL 2AVGO 3LLY Top holdings2025 Q1 1.AAPL 2.AVGO 3.LLY 4.META 5.GOOGL 6.XOM 7.JPM 8.GS 9.AMZN 10.QCOM
2024 Q4	71	$268.7M	100	1AVGO 2AAPL 3LLY Top holdings2024 Q4 1.AVGO 2.AAPL 3.LLY 4.GOOGL 5.META 6.AMZN 7.GS 8.JPM 9.XOM 10.MSFT
2024 Q3	71	$255.8M	0	1AAPL 2AVGO 3LLY Top holdings2024 Q3 1.AAPL 2.AVGO 3.LLY 4.META 5.GOOGL 6.XOM 7.QCOM 8.AMZN 9.JPM 10.GS
2024 Q2	69	$261.0M	0	1BRK-B 2LLY 3AAPL Top holdings2024 Q2 1.BRK-B 2.LLY 3.AAPL 4.GOOGL 5.META 6.QCOM 7.XOM 8.AMZN 9.MSFT 10.JPM
2024 Q1	68	$233.6M	0	1LLY 2AVGO 3AAPL Top holdings2024 Q1 1.LLY 2.AVGO 3.AAPL 4.GOOGL 5.META 6.XOM 7.QCOM 8.BA 9.VLO 10.AMZN
2023 Q4	74	$215.4M	0	1AAPL 2AVGO 3LLY Top holdings2023 Q4 1.AAPL 2.AVGO 3.LLY 4.GOOGL 5.BA 6.XOM 7.QCOM 8.META 9.MSFT 10.ULTA
2023 Q2	70	$199.8M	0	1AAPL 2AVGO 3LLY Top holdings2023 Q2 1.AAPL 2.AVGO 3.LLY 4.XOM 5.GOOGL 6.BA 7.ULTA 8.MSFT 9.META 10.QCOM
2023 Q1	67	$187.7M	0	1AAPL 2XOM 3ULTA Top holdings2023 Q1 1.AAPL 2.XOM 3.ULTA 4.BA 5.GOOGL 6.AVGO 7.LLY 8.VLO 9.QCOM 10.MSFT
2022 Q4	71	$181.8M	0	1XOM 2AAPL 3ULTA Top holdings2022 Q4 1.XOM 2.AAPL 3.ULTA 4.LLY 5.BA 6.AVGO 7.VLO 8.GOOGL 9.MRK 10.QCOM
2022 Q3	64	$162.0M	0	1XOM 2AAPL 3LLY Top holdings2022 Q3 1.XOM 2.AAPL 3.LLY 4.ULTA 5.VLO 6.GOOGL 7.QCOM 8.AVGO 9.OXY 10.BMY
2022 Q2	73	$187.0M	0	1AAPL 2XOM 3OXY Top holdings2022 Q2 1.AAPL 2.XOM 3.OXY 4.GOOGL 5.LLY 6.VLO 7.ULTA 8.QCOM 9.AVGO 10.BMY
2022 Q1	75	$220.8M	0	1ABR 2AAPL 3XOM Top holdings2022 Q1 1.ABR 2.AAPL 3.XOM 4.GOOGL 5.AVGO 6.QCOM 7.LLY 8.OXY 9.ULTA 10.BA
2021 Q4	71	$207.2M	0	1AAPL 2XOM 3GOOGL Top holdings2021 Q4 1.AAPL 2.XOM 3.GOOGL 4.QCOM 5.AVGO 6.OXY 7.BA 8.ULTA 9.DIS 10.LLY
2021 Q3	73	$185.5M	0	1AAPL 2GOOGL 3XOM Top holdings2021 Q3 1.AAPL 2.GOOGL 3.XOM 4.META 5.ULTA 6.BA 7.QCOM 8.AVGO 9.DIS 10.LLY
2020 Q3	69	$138.3M	13	1AAPL 2FDX 3QCOM Top holdings2020 Q3 1.AAPL 2.FDX 3.QCOM 4.GOOGL 5.AMZN 6.META 7.PYPL 8.AVGO 9.BABA 10.ULTA
2020 Q2	70	$127.9M	22	1AAPL 2QCOM 3GOOGL Top holdings2020 Q2 1.AAPL 2.QCOM 3.GOOGL 4.AMZN 5.PYPL 6.META 7.DIS 8.BA 9.AVGO 10.MSFT
2020 Q1	71	$107.7M	32	1AAPL 2GOOGL 3AMZN Top holdings2020 Q1 1.AAPL 2.GOOGL 3.AMZN 4.META 5.QCOM 6.PYPL 7.LLY 8.MSFT 9.DIS 10.AVGO
2019 Q4	81	$134.2M	21	1AAPL 2BA 3GOOGL Top holdings2019 Q4 1.AAPL 2.BA 3.GOOGL 4.DIS 5.ULTA 6.QCOM 7.AVGO 8.JPM 9.META 10.BABA
2019 Q3	82	$121.6M	21	1AAPL 2BA 3GOOGL Top holdings2019 Q3 1.AAPL 2.BA 3.GOOGL 4.DIS 5.AVGO 6.QCOM 7.JPM 8.SBUX 9.ULTA 10.META
2019 Q2	81	$113.5M	11	1AAPL 2BA 3DIS Top holdings2019 Q2 1.AAPL 2.BA 3.DIS 4.QCOM 5.META 6.JPM 7.SBUX 8.FDX 9.PYPL 10.MSFT
2019 Q1	87	$109.7M	20	1BA 2AAPL 3DIS Top holdings2019 Q1 1.BA 2.AAPL 3.DIS 4.MMM 5.FDX 6.META 7.JPM 8.SBUX 9.BABA 10.LLY
2018 Q4	81	$93.5M	28	1BA 2AAPL 3DIS Top holdings2018 Q4 1.BA 2.AAPL 3.DIS 4.MMM 5.JPM 6.LLY 7.QCOM 8.MRK 9.WFC 10.SBUX
2018 Q3	85	$107.7M	30	1AAPL 2BA 3DIS Top holdings2018 Q3 1.AAPL 2.BA 3.DIS 4.JPM 5.WFC 0.125 02-21-20 0000 6.QCOM 7.MMM 8.FDX 9.TWTR 0.25 09-15-19 10.TGT
2018 Q2	82	$101.3M	20	1BA 2AAPL 3TWTRUSD Top holdings2018 Q2 1.BA 2.AAPL 3.TWTRUSD 4.DIS 5.M 6.WFC 7.JPM 8.FDX 9.QCOM 10.LULU
2018 Q1	85	$95.0M	17	1BA 2AAPL 3FDX Top holdings2018 Q1 1.BA 2.AAPL 3.FDX 4.JPM 5.DIS 6.M 7.TWTRUSD 8.TGT 9.QCOM 10.LULU
2017 Q4	83	$96.5M	—	1BA 2AAPL 3FDX Top holdings2017 Q4 1.BA 2.AAPL 3.FDX 4.WFC 5.JPM 6.DIS 7.QCOM 8.TGT 9.M 10.GM

Holding changes this quarter

View source Form 13F filing on SEC.gov

Bell & Brown Wealth Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Lululemon Athletica INC (LULU); Sold out: Dow INC (DOW); Sold out: Shopify INC - Class A (SHOP); Trim: Ulta Beauty INC (ULTA) — shares -41.11%; Trim: Exxon Mobil CORP (XOM) — shares -0.10%.

Position changes disclosed by Bell & Brown Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	XOM	Exxon Mobil CORP	+1.2%	-0.10%	Trim
2	VLO	Valero Energy CORP	+1.1%	-1.61%	Trim
3	UNH	Unitedhealth Group INC	+1%	+684.27%	Add
4	NFLX	Netflix INC	+0.7%	+126.02%	Add
5	OXY	Occidental Petroleum CORP	+0.7%	-0.35%	Trim
6	CVX	Chevron CORP	+0.6%	+0.98%	Add
7	FDX	Fedex CORP	+0.5%	-0.74%	Trim
8	CE	Celanese CORP	+0.4%	+27.98%	Add
9	COST	Costco Wholesale CORP	+0.3%	+1.86%	Add
10	Q	Qnity Electronics INC	+0.3%	+3.77%	Add
11	WMT	Walmart INC	+0.2%	-0.71%	Trim
12	MRK	Merck & Co. INC.	+0.2%	+0.03%	Add
13	TSLA	Tesla INC	+0.2%	+33.62%	Add
14	NKE	Nike INC -cl B	+0.2%	+54.29%	Add
15	TK	Teekay Corporation Ltd.	+0.2%	+0.24%	Add
16	WMB	Williams Cos INC	+0.2%	-0.86%	Trim
17	GLD	Spdr Gold Shares	+0.2%	-0.80%	Trim
18	IBRX	Immunitybio INC	+0.1%	-9.20%	Trim
19	TGT	Target CORP	+0.1%	-3.84%	Trim
20	6D8	Dupont De Nemours INC	+0.1%	+6.97%	Add
21	PEP	Pepsico INC	+0.1%	+2.15%	Add
22	SBUX	Starbucks CORP	+0.1%	+0.70%	Add
23	KO	Coca-cola Co/the	+0.1%	-0.02%	Trim
24	AMGN	Amgen INC	+0.1%	-0.30%	Trim
25	BMY	Bristol-myers Squibb Co	+0.1%	+0.15%	Add
26	RTX	Rtx CORP	+0.1%	-0.73%	Trim
27	NVDA	Nvidia CORP	-0.1%	-12.85%	Trim
28	CTVA	Corteva INC	-0.1%	-35.71%	Trim
29	BA	Boeing Co/the	-0.2%	+1.14%	Add
30	AMZN	Amazon.com INC	-0.2%	+0.97%	Add
31	DIS	Walt Disney Co/the	-0.3%	+2.52%	Add
32	GS	Goldman Sachs Group INC	-0.3%	-4.66%	Trim
33	BABA	Alibaba Group Holding-sp Adr	-0.3%	-2.88%	Trim
34	PYPL	Paypal Holdings INC	-0.3%	+3.50%	Add
35	AAPL	Apple INC	-0.3%	+0.48%	Add
36	JPM	Jpmorgan Chase & Co	-0.3%	-1.37%	Trim
37	COF	Capital One Financial CORP	-0.3%	-0.54%	Trim
38	AXP	American Express Co	-0.3%	-2.16%	Trim
39	META	Meta Platforms Inc-class A	-0.4%	-1.45%	Trim
40	ORCL	Oracle CORP	-0.4%	+2.38%	Add
41	WFC	Wells Fargo & Co	-0.4%	-8.94%	Trim
42	MSFT	Microsoft CORP	-0.5%	+4.76%	Add
43	GOOGL	Alphabet Inc-cl A	-0.6%	-3.51%	Trim
44	QCOM	Qualcomm INC	-0.6%	-1.35%	Trim
45	LLY	Eli Lilly & Co	-0.7%	-3.60%	Trim
46	AVGO	Broadcom INC	-0.9%	-4.79%	Trim
47	ULTA	Ulta Beauty INC	-1.3%	-41.11%	Trim
48	LULU	Lululemon Athletica INC	—	EXIT	Sold out
49	DOW	Dow INC	—	EXIT	Sold out
50	SHOP	Shopify INC - Class A	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-05-11	13F-HR	View on EDGAR
2025 Q4	2026-05-13	Amendment	View on EDGAR
2025 Q4	2026-01-30	13F-HR	View on EDGAR
2025 Q3	2025-11-07	13F-HR	View on EDGAR
2025 Q2	2025-07-29	13F-HR	View on EDGAR
2025 Q1	2025-05-07	13F-HR	View on EDGAR
2024 Q4	2025-05-07	13F-HR	View on EDGAR
2024 Q3	2024-11-14	13F-HR	View on EDGAR
2024 Q2	2024-08-13	13F-HR	View on EDGAR
2024 Q1	2024-05-13	13F-HR	View on EDGAR
2023 Q4	2024-02-12	13F-HR	View on EDGAR
2023 Q2	2023-08-15	13F-HR	View on EDGAR
2023 Q1	2023-04-14	13F-HR	View on EDGAR
2022 Q4	2023-02-10	13F-HR	View on EDGAR
2022 Q3	2022-10-26	13F-HR	View on EDGAR
2022 Q2	2022-07-22	13F-HR	View on EDGAR
2022 Q1	2022-05-02	13F-HR	View on EDGAR
2021 Q4	2022-02-10	13F-HR	View on EDGAR
2021 Q3	2021-11-12	13F-HR	View on EDGAR
2020 Q3	2020-10-23	13F-HR	View on EDGAR
2020 Q2	2020-08-07	13F-HR	View on EDGAR
2020 Q1	2020-05-11	13F-HR	View on EDGAR
2019 Q4	2020-01-17	13F-HR	View on EDGAR
2019 Q3	2019-10-09	13F-HR	View on EDGAR
2019 Q2	2019-08-06	13F-HR	View on EDGAR
2019 Q1	2019-05-13	13F-HR	View on EDGAR
2018 Q4	2019-02-22	Amendment	View on EDGAR
2018 Q4	2019-02-07	13F-HR	View on EDGAR
2018 Q3	2018-11-13	13F-HR	View on EDGAR
2018 Q2	2018-07-31	13F-HR	View on EDGAR
2018 Q1	2018-05-02	13F-HR	View on EDGAR
2017 Q4	2018-02-13	13F-HR	View on EDGAR

FAQ

What is Bell & Brown Wealth Advisors, LLC and what type of investor is it?

Bell & Brown Wealth Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $308.3M, spread across 68 disclosed positions.

What are Bell & Brown Wealth Advisors, LLC's largest equity positions?

Based on the latest 13F filing, Bell & Brown Wealth Advisors, LLC's top holdings by market value are: 1. Broadcom INC (AVGO) — $16.8M (5.5%) 2. Apple INC (AAPL) — $15.9M (5.2%) 3. Alphabet Inc-cl A (GOOGL) — $15.3M (5.0%) 4. Exxon Mobil CORP (XOM) — $12.7M (4.1%) 5. Eli Lilly & Co (LLY) — $11.2M (3.6%)

What changes did Bell & Brown Wealth Advisors, LLC make in its most recent portfolio filing?

In the latest reported quarter, Bell & Brown Wealth Advisors, LLC made 50 notable position adjustments: 0 new positions were initiated, 21 existing holdings were added to, 26 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Lululemon Athletica INC (LULU); Sold out: Dow INC (DOW); Sold out: Shopify INC - Class A (SHOP); Trim: Ulta Beauty INC (ULTA) — shares -41.11%; Trim: Exxon Mobil CORP (XOM) — shares -0.10%

What sectors does Bell & Brown Wealth Advisors, LLC focus on?

Bell & Brown Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 17.9% • Consumer Discretionary: 15.7% • Financials: 14.0% • Energy: 13.3% • Communication Services: 11.9% • Health Care: 9.3%

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Bell & Brown Wealth Advisors, LLC 13F Filings Tracker (Q1 2026): Interactive Charts, AI & API

CIK: 0001725362

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$308.3M

Reporting period: 2026-03-31 · Number of holdings: 68

Bell & Brown Wealth Advisors, LLC disclosed 68 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $308.3M and a quarterly turnover rate of 19.4%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "B"

Personality snowflake

Concentration: 10.12
Portfolio Stability: 19.39
Momentum/Contrarian: 100
Sector conviction: 39.24
Diversification: 100
Sizing Uniformity: 91.45

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.86), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/bell-brown-wealth-advisors-llc

Recent moves

View source Form 13F filing on SEC.gov

Trim ULTA
-41.1%　-$4.0M
Add XOM
-0.1%　$3.7M
Add VLO
-1.6%　$3.5M
Add UNH
+684.3%　$3.1M
Trim AVGO
-4.8%　-$2.9M
Trim LLY
-3.6%　-$2.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AVGO	Broadcom INC	Stock-Tech	5.46%	-0.91%	-4.79%
2	AAPL	Apple INC	Stock-Tech	5.15%	-0.30%	+0.48%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.96%	-0.59%	-3.51%
4	XOM	Exxon Mobil CORP	Stock-Energy	4.12%	+1.21%	-0.10%
5	LLY	Eli Lilly & Co	Stock-Healthcare	3.64%	-0.74%	-3.60%
6	GS	Goldman Sachs Group INC	Stock-Financials	3.46%	-0.28%	-4.66%
7	VLO	Valero Energy CORP	Stock-Energy	3.40%	+1.14%	-1.61%
8	META	Meta Platforms Inc-class A	Stock-Comm Services	3.09%	-0.40%	-1.45%
9	JPM	Jpmorgan Chase & Co	Stock-Financials	3.09%	-0.31%	-1.37%
10	AMZN	Amazon.com INC	Stock-Consumer Disc	2.59%	-0.23%	+0.97%
11	FDX	Fedex CORP	Stock-Industrials	2.44%	+0.46%	-0.74%
12	BA	Boeing Co/the	Stock-Industrials	2.37%	-0.16%	+1.14%
13	WMT	Walmart INC	Stock-Consumer Staples	2.30%	+0.24%	-0.71%
14	TSLA	Tesla INC	Stock-Consumer Disc	2.22%	+0.23%	+33.62%
15	COST	Costco Wholesale CORP	Stock-Consumer Staples	2.13%	+0.34%	+1.86%
16	CVX	Chevron CORP	Stock-Energy	2.07%	+0.57%	+0.98%
17	GLD	Spdr Gold Shares	ETF-Commodities	2.05%	+0.16%	-0.80%
18	OXY	Occidental Petroleum CORP	Stock-Energy	1.95%	+0.72%	-0.35%
19	MSFT	Microsoft CORP	Stock-Tech	1.91%	-0.45%	+4.76%
20	QCOM	Qualcomm INC	Stock-Tech	1.89%	-0.62%	-1.35%
21	DIS	Walt Disney Co/the	Stock-Comm Services	1.77%	-0.25%	+2.52%
22	WSM	Williams-sonoma INC	Stock-Consumer Disc	1.72%	—	-2.40%
23	MRK	Merck & Co. INC.	Stock-Healthcare	1.70%	+0.23%	+0.03%
24	RTX	Rtx CORP	Stock-Industrials	1.63%	+0.08%	-0.73%
25	WFC	Wells Fargo & Co	Stock-Financials	1.61%	-0.44%	-8.94%
26	ORCL	Oracle CORP	Stock-Tech	1.50%	-0.43%	+2.38%
27	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	1.48%	-0.28%	-2.88%
28	SBUX	Starbucks CORP	Stock-Consumer Disc	1.47%	+0.11%	+0.70%
29	AXP	American Express Co	Stock-Financials	1.40%	-0.34%	-2.16%
30	ULTA	Ulta Beauty INC	Stock-Consumer Disc	1.33%	-1.26%	-41.11%
31	AMGN	Amgen INC	Stock-Healthcare	1.29%	+0.10%	-0.30%
32	NFLX	Netflix INC	Stock-Comm Services	1.28%	+0.73%	+126.02%
33	UNH	Unitedhealth Group INC	Stock-Healthcare	1.21%	+1.02%	+684.27%
34	WMB	Williams Cos INC	Stock-Energy	1.20%	+0.21%	-0.86%
35	PYPL	Paypal Holdings INC	Stock-Financials	1.19%	-0.28%	+3.50%
36	C	Citigroup INC	Stock-Financials	1.16%	—	+0.02%
37	MCD	Mcdonald's CORP	Stock-Consumer Disc	1.15%	—	+0.84%
38	KO	Coca-cola Co/the	Stock-Consumer Staples	1.15%	+0.10%	-0.02%
39	PEP	Pepsico INC	Stock-Consumer Staples	1.08%	+0.11%	+2.15%
40	HD	Home Depot INC	Stock-Consumer Disc	1.06%	—	+1.37%
41	COF	Capital One Financial CORP	Stock-Financials	1.01%	-0.32%	-0.54%
42	NKE	Nike INC -cl B	Stock-Consumer Disc	0.95%	+0.21%	+54.29%
43	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.89%	—	+2.84%
44	CE	Celanese CORP	Stock-Materials	0.85%	+0.43%	+27.98%
45	BMY	Bristol-myers Squibb Co	Stock-Healthcare	0.82%	+0.09%	+0.15%
46	Q	Qnity Electronics INC	Stock-Tech	0.79%	+0.26%	+3.77%
47	TK	Teekay Corporation Ltd.	Stock-Other	0.78%	+0.21%	+0.24%
48	TGT	Target CORP	Stock-Consumer Disc	0.76%	+0.13%	-3.84%
49	UBER	Uber Technologies INC	Stock-Industrials	0.75%	—	+5.17%
50	6D8	Dupont De Nemours INC	Stock-Other	0.64%	+0.12%	+6.97%

1–50 of 68

Portfolio Performance

Performance for Q3 2026

+0.2%

Performance Last 4 Quarters

+20.8%

Based on 86% of reported portfolio value with available pricing

Stdev: +13.7%
Beta: +0.95
Alpha: +1.2%
Max Drawdown: -11.2%
Annualized Perf: +19.3%
Batting Avg vs S&P: +52.8%
Sortino: +2.66
Stutzer: +0.4
Treynor: +0.2
Sterling: +1.1
Calmar: +1.72
Information Ratio: +0.03
Tracking Error: +5.9%
Stdev Down: +7%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +41.3%
Worst 12 Months: +7.5%
Efficiency Ratio: +0.55
Sharpe: +1.36
Stdev Sectors: +4.7%
Skewness: -0.11
Kurtosis: -0.49
Upside Potential: +4.31

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	68	$308.3M	19	1AVGO 2AAPL 3GOOGL Top holdings2026 Q1 1.AVGO 2.AAPL 3.GOOGL 4.XOM 5.LLY 6.GS 7.VLO 8.META 9.JPM 10.AMZN
2025 Q4	71	$310.7M	12	1AVGO 2GOOGL 3AAPL Top holdings2025 Q4 1.AVGO 2.GOOGL 3.AAPL 4.LLY 5.GS 6.META 7.JPM 8.XOM 9.AMZN 10.ULTA
2025 Q3	72	$305.4M	24	1AVGO 2AAPL 3GOOGL Top holdings2025 Q3 1.AVGO 2.AAPL 3.GOOGL 4.META 5.GS 6.JPM 7.LLY 8.XOM 9.ORCL 10.AMZN
2025 Q2	70	$279.7M	0	1AVGO 2AAPL 3META Top holdings2025 Q2 1.AVGO 2.AAPL 3.META 4.GOOGL 5.GS 6.JPM 7.LLY 8.AMZN 9.MSFT 10.XOM
2025 Q1	69	$256.4M	14	1AAPL 2AVGO 3LLY Top holdings2025 Q1 1.AAPL 2.AVGO 3.LLY 4.META 5.GOOGL 6.XOM 7.JPM 8.GS 9.AMZN 10.QCOM
2024 Q4	71	$268.7M	100	1AVGO 2AAPL 3LLY Top holdings2024 Q4 1.AVGO 2.AAPL 3.LLY 4.GOOGL 5.META 6.AMZN 7.GS 8.JPM 9.XOM 10.MSFT
2024 Q3	71	$255.8M	0	1AAPL 2AVGO 3LLY Top holdings2024 Q3 1.AAPL 2.AVGO 3.LLY 4.META 5.GOOGL 6.XOM 7.QCOM 8.AMZN 9.JPM 10.GS
2024 Q2	69	$261.0M	0	1BRK-B 2LLY 3AAPL Top holdings2024 Q2 1.BRK-B 2.LLY 3.AAPL 4.GOOGL 5.META 6.QCOM 7.XOM 8.AMZN 9.MSFT 10.JPM
2024 Q1	68	$233.6M	0	1LLY 2AVGO 3AAPL Top holdings2024 Q1 1.LLY 2.AVGO 3.AAPL 4.GOOGL 5.META 6.XOM 7.QCOM 8.BA 9.VLO 10.AMZN
2023 Q4	74	$215.4M	0	1AAPL 2AVGO 3LLY Top holdings2023 Q4 1.AAPL 2.AVGO 3.LLY 4.GOOGL 5.BA 6.XOM 7.QCOM 8.META 9.MSFT 10.ULTA
2023 Q2	70	$199.8M	0	1AAPL 2AVGO 3LLY Top holdings2023 Q2 1.AAPL 2.AVGO 3.LLY 4.XOM 5.GOOGL 6.BA 7.ULTA 8.MSFT 9.META 10.QCOM
2023 Q1	67	$187.7M	0	1AAPL 2XOM 3ULTA Top holdings2023 Q1 1.AAPL 2.XOM 3.ULTA 4.BA 5.GOOGL 6.AVGO 7.LLY 8.VLO 9.QCOM 10.MSFT
2022 Q4	71	$181.8M	0	1XOM 2AAPL 3ULTA Top holdings2022 Q4 1.XOM 2.AAPL 3.ULTA 4.LLY 5.BA 6.AVGO 7.VLO 8.GOOGL 9.MRK 10.QCOM
2022 Q3	64	$162.0M	0	1XOM 2AAPL 3LLY Top holdings2022 Q3 1.XOM 2.AAPL 3.LLY 4.ULTA 5.VLO 6.GOOGL 7.QCOM 8.AVGO 9.OXY 10.BMY
2022 Q2	73	$187.0M	0	1AAPL 2XOM 3OXY Top holdings2022 Q2 1.AAPL 2.XOM 3.OXY 4.GOOGL 5.LLY 6.VLO 7.ULTA 8.QCOM 9.AVGO 10.BMY
2022 Q1	75	$220.8M	0	1ABR 2AAPL 3XOM Top holdings2022 Q1 1.ABR 2.AAPL 3.XOM 4.GOOGL 5.AVGO 6.QCOM 7.LLY 8.OXY 9.ULTA 10.BA
2021 Q4	71	$207.2M	0	1AAPL 2XOM 3GOOGL Top holdings2021 Q4 1.AAPL 2.XOM 3.GOOGL 4.QCOM 5.AVGO 6.OXY 7.BA 8.ULTA 9.DIS 10.LLY
2021 Q3	73	$185.5M	0	1AAPL 2GOOGL 3XOM Top holdings2021 Q3 1.AAPL 2.GOOGL 3.XOM 4.META 5.ULTA 6.BA 7.QCOM 8.AVGO 9.DIS 10.LLY
2020 Q3	69	$138.3M	13	1AAPL 2FDX 3QCOM Top holdings2020 Q3 1.AAPL 2.FDX 3.QCOM 4.GOOGL 5.AMZN 6.META 7.PYPL 8.AVGO 9.BABA 10.ULTA
2020 Q2	70	$127.9M	22	1AAPL 2QCOM 3GOOGL Top holdings2020 Q2 1.AAPL 2.QCOM 3.GOOGL 4.AMZN 5.PYPL 6.META 7.DIS 8.BA 9.AVGO 10.MSFT
2020 Q1	71	$107.7M	32	1AAPL 2GOOGL 3AMZN Top holdings2020 Q1 1.AAPL 2.GOOGL 3.AMZN 4.META 5.QCOM 6.PYPL 7.LLY 8.MSFT 9.DIS 10.AVGO
2019 Q4	81	$134.2M	21	1AAPL 2BA 3GOOGL Top holdings2019 Q4 1.AAPL 2.BA 3.GOOGL 4.DIS 5.ULTA 6.QCOM 7.AVGO 8.JPM 9.META 10.BABA
2019 Q3	82	$121.6M	21	1AAPL 2BA 3GOOGL Top holdings2019 Q3 1.AAPL 2.BA 3.GOOGL 4.DIS 5.AVGO 6.QCOM 7.JPM 8.SBUX 9.ULTA 10.META
2019 Q2	81	$113.5M	11	1AAPL 2BA 3DIS Top holdings2019 Q2 1.AAPL 2.BA 3.DIS 4.QCOM 5.META 6.JPM 7.SBUX 8.FDX 9.PYPL 10.MSFT
2019 Q1	87	$109.7M	20	1BA 2AAPL 3DIS Top holdings2019 Q1 1.BA 2.AAPL 3.DIS 4.MMM 5.FDX 6.META 7.JPM 8.SBUX 9.BABA 10.LLY
2018 Q4	81	$93.5M	28	1BA 2AAPL 3DIS Top holdings2018 Q4 1.BA 2.AAPL 3.DIS 4.MMM 5.JPM 6.LLY 7.QCOM 8.MRK 9.WFC 10.SBUX
2018 Q3	85	$107.7M	30	1AAPL 2BA 3DIS Top holdings2018 Q3 1.AAPL 2.BA 3.DIS 4.JPM 5.WFC 0.125 02-21-20 0000 6.QCOM 7.MMM 8.FDX 9.TWTR 0.25 09-15-19 10.TGT
2018 Q2	82	$101.3M	20	1BA 2AAPL 3TWTRUSD Top holdings2018 Q2 1.BA 2.AAPL 3.TWTRUSD 4.DIS 5.M 6.WFC 7.JPM 8.FDX 9.QCOM 10.LULU
2018 Q1	85	$95.0M	17	1BA 2AAPL 3FDX Top holdings2018 Q1 1.BA 2.AAPL 3.FDX 4.JPM 5.DIS 6.M 7.TWTRUSD 8.TGT 9.QCOM 10.LULU
2017 Q4	83	$96.5M	—	1BA 2AAPL 3FDX Top holdings2017 Q4 1.BA 2.AAPL 3.FDX 4.WFC 5.JPM 6.DIS 7.QCOM 8.TGT 9.M 10.GM

Holding changes this quarter

View source Form 13F filing on SEC.gov

Position changes disclosed by Bell & Brown Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	XOM	Exxon Mobil CORP	+1.2%	-0.10%	Trim
2	VLO	Valero Energy CORP	+1.1%	-1.61%	Trim
3	UNH	Unitedhealth Group INC	+1%	+684.27%	Add
4	NFLX	Netflix INC	+0.7%	+126.02%	Add
5	OXY	Occidental Petroleum CORP	+0.7%	-0.35%	Trim
6	CVX	Chevron CORP	+0.6%	+0.98%	Add
7	FDX	Fedex CORP	+0.5%	-0.74%	Trim
8	CE	Celanese CORP	+0.4%	+27.98%	Add
9	COST	Costco Wholesale CORP	+0.3%	+1.86%	Add
10	Q	Qnity Electronics INC	+0.3%	+3.77%	Add
11	WMT	Walmart INC	+0.2%	-0.71%	Trim
12	MRK	Merck & Co. INC.	+0.2%	+0.03%	Add
13	TSLA	Tesla INC	+0.2%	+33.62%	Add
14	NKE	Nike INC -cl B	+0.2%	+54.29%	Add
15	TK	Teekay Corporation Ltd.	+0.2%	+0.24%	Add
16	WMB	Williams Cos INC	+0.2%	-0.86%	Trim
17	GLD	Spdr Gold Shares	+0.2%	-0.80%	Trim
18	IBRX	Immunitybio INC	+0.1%	-9.20%	Trim
19	TGT	Target CORP	+0.1%	-3.84%	Trim
20	6D8	Dupont De Nemours INC	+0.1%	+6.97%	Add
21	PEP	Pepsico INC	+0.1%	+2.15%	Add
22	SBUX	Starbucks CORP	+0.1%	+0.70%	Add
23	KO	Coca-cola Co/the	+0.1%	-0.02%	Trim
24	AMGN	Amgen INC	+0.1%	-0.30%	Trim
25	BMY	Bristol-myers Squibb Co	+0.1%	+0.15%	Add
26	RTX	Rtx CORP	+0.1%	-0.73%	Trim
27	NVDA	Nvidia CORP	-0.1%	-12.85%	Trim
28	CTVA	Corteva INC	-0.1%	-35.71%	Trim
29	BA	Boeing Co/the	-0.2%	+1.14%	Add
30	AMZN	Amazon.com INC	-0.2%	+0.97%	Add
31	DIS	Walt Disney Co/the	-0.3%	+2.52%	Add
32	GS	Goldman Sachs Group INC	-0.3%	-4.66%	Trim
33	BABA	Alibaba Group Holding-sp Adr	-0.3%	-2.88%	Trim
34	PYPL	Paypal Holdings INC	-0.3%	+3.50%	Add
35	AAPL	Apple INC	-0.3%	+0.48%	Add
36	JPM	Jpmorgan Chase & Co	-0.3%	-1.37%	Trim
37	COF	Capital One Financial CORP	-0.3%	-0.54%	Trim
38	AXP	American Express Co	-0.3%	-2.16%	Trim
39	META	Meta Platforms Inc-class A	-0.4%	-1.45%	Trim
40	ORCL	Oracle CORP	-0.4%	+2.38%	Add
41	WFC	Wells Fargo & Co	-0.4%	-8.94%	Trim
42	MSFT	Microsoft CORP	-0.5%	+4.76%	Add
43	GOOGL	Alphabet Inc-cl A	-0.6%	-3.51%	Trim
44	QCOM	Qualcomm INC	-0.6%	-1.35%	Trim
45	LLY	Eli Lilly & Co	-0.7%	-3.60%	Trim
46	AVGO	Broadcom INC	-0.9%	-4.79%	Trim
47	ULTA	Ulta Beauty INC	-1.3%	-41.11%	Trim
48	LULU	Lululemon Athletica INC	—	EXIT	Sold out
49	DOW	Dow INC	—	EXIT	Sold out
50	SHOP	Shopify INC - Class A	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-05-11	13F-HR	View on EDGAR
2025 Q4	2026-05-13	Amendment	View on EDGAR
2025 Q4	2026-01-30	13F-HR	View on EDGAR
2025 Q3	2025-11-07	13F-HR	View on EDGAR
2025 Q2	2025-07-29	13F-HR	View on EDGAR
2025 Q1	2025-05-07	13F-HR	View on EDGAR
2024 Q4	2025-05-07	13F-HR	View on EDGAR
2024 Q3	2024-11-14	13F-HR	View on EDGAR
2024 Q2	2024-08-13	13F-HR	View on EDGAR
2024 Q1	2024-05-13	13F-HR	View on EDGAR
2023 Q4	2024-02-12	13F-HR	View on EDGAR
2023 Q2	2023-08-15	13F-HR	View on EDGAR
2023 Q1	2023-04-14	13F-HR	View on EDGAR
2022 Q4	2023-02-10	13F-HR	View on EDGAR
2022 Q3	2022-10-26	13F-HR	View on EDGAR
2022 Q2	2022-07-22	13F-HR	View on EDGAR
2022 Q1	2022-05-02	13F-HR	View on EDGAR
2021 Q4	2022-02-10	13F-HR	View on EDGAR
2021 Q3	2021-11-12	13F-HR	View on EDGAR
2020 Q3	2020-10-23	13F-HR	View on EDGAR
2020 Q2	2020-08-07	13F-HR	View on EDGAR
2020 Q1	2020-05-11	13F-HR	View on EDGAR
2019 Q4	2020-01-17	13F-HR	View on EDGAR
2019 Q3	2019-10-09	13F-HR	View on EDGAR
2019 Q2	2019-08-06	13F-HR	View on EDGAR
2019 Q1	2019-05-13	13F-HR	View on EDGAR
2018 Q4	2019-02-22	Amendment	View on EDGAR
2018 Q4	2019-02-07	13F-HR	View on EDGAR
2018 Q3	2018-11-13	13F-HR	View on EDGAR
2018 Q2	2018-07-31	13F-HR	View on EDGAR
2018 Q1	2018-05-02	13F-HR	View on EDGAR
2017 Q4	2018-02-13	13F-HR	View on EDGAR

FAQ

What is Bell & Brown Wealth Advisors, LLC and what type of investor is it?

What are Bell & Brown Wealth Advisors, LLC's largest equity positions?

What changes did Bell & Brown Wealth Advisors, LLC make in its most recent portfolio filing?

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