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CIK: 0001890149
Total reported value
$680.8M
$680.8M
1802 檔
36.9%
As reported in its official Q4 2025 Form 13F filing, Bell Investment Advisors, Inc's tracked investment portfolio stood at $680.8M with 1802 total positions.
In Q4 2025, Bell Investment Advisors, Inc displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1802 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 10.00% | -0.66% | +4.90% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 8.66% | +0.57% | -2.40% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.74% | -0.38% | +3.75% | |
| 4 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 7.43% | -0.36% | +3.52% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.93% | +0.18% | +3.71% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.90% | +0.16% | +1.73% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.78% | +0.13% | -1.55% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.65% | +0.61% | -2.26% | |
| 9 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 3.17% | +0.20% | -0.35% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.09% | -0.20% | +0.97% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.59% | -0.09% | +0.40% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.17% | +0.11% | +4.50% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.84% | +0.04% | -0.64% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.66% | +0.01% | +1.94% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.57% | -0.04% | +3.02% | |
| 16 | IQLT | Ishares Msci International Q | ETF-Other | 1.51% | -0.09% | -4.62% | |
| 17 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.24% | +0.02% | +2.28% | |
| 18 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.19% | +0.02% | +2.15% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | +0.12% | -2.10% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.11% | +0.13% | -0.98% | |
| 21 | GSSC | Goldman Sachs Activebeta US | ETF-Commodities | 1.07% | +0.06% | -9.31% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.07% | -11.25% | |
| 23 | IDLV | Invesco S&p International De | ETF-Other | 1.04% | -0.15% | -4.69% | |
| 24 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.03% | -0.58% | +7.39% | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.93% | -0.05% | -10.15% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.75% | -0.02% | +0.18% | |
| 27 | ISCF | Ishares International Small | ETF-Other | 0.73% | -0.05% | -5.88% | |
| 28 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.72% | -0.03% | +38.07% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.08% | -1.53% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | +0.01% | -0.42% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.58% | -0.26% | +1.58% | |
| 32 | IVLU | Ishares Msci International V | ETF-Other | 0.55% | -0.14% | +32.46% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.53% | -0.20% | +48.78% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.10% | +11.42% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.04% | +11.22% | |
| 36 | IBTQ | Ishares Ibonds Dec 2035 Tt | ETF-Other | 0.42% | -0.21% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.03% | -0.68% | |
| 38 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.36% | +0.02% | -2.24% | |
| 39 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.34% | +0.04% | -0.30% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.02% | -0.27% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.28% | -0.02% | +17.16% | |
| 42 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.28% | +0.02% | +0.33% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | +0.02% | -4.42% | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.27% | — | +21.59% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.26% | -0.02% | -0.28% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | +0.01% | +0.05% | |
| 47 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.25% | — | +1.92% | |
| 48 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.25% | +0.02% | -0.08% | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.25% | -0.03% | -0.22% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.21% | +0.15% | -4.98% |
According to official SEC Form 13F filings, Bell Investment Advisors, Inc reported a total U.S. public equity portfolio value of $680.8M across 1802 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GBIL, FNDX, VMBS) accounted for 36.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBTQ
市值: $2.7M
Top Position Liquidated / Trimmed
FNDX
前期市值: $54.3M
During Q4 2025, Bell Investment Advisors, Inc's top holdings by market value included GBIL (10.0%)、FNDX (8.7%)、VMBS (7.7%). The largest single position, GBIL, represented 10.0% of total portfolio value.
In Q4 2025, Bell Investment Advisors, Inc made 49 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 18 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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