account_balance
Investment manager · 13F filer · SEC CIK 1352860
Blue Bell Private Wealth Management, LLC
Reported value$840Mas of Sep 30, 2026
Positions762 74 new, 28 sold out
Top 10 weight43.5%SPY alone is 20%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYState Street SPDR S&P 500 ETF
20.4%Added +3%
GAMGeneral Amern Invs Co Inc Com
6.3%
CETCentral Secs Corp Com
2.8%Added +12%
SCHXSchwab U.s. Large-cap ETF
2.7%
ADXAdams Diversified Equity Fd Com
2.4%Trimmed −6%
SCHBSchwab U.s. Broad Market ETF
2.0%Added +3%
TYTri Contl Corp Com
1.7%
IWMiShares Russell 2000 ETF
1.7%Added +2%
SPYM1.7%VTI1.7%QQQInvesco QQQ Trust Series I
1.6%Added +33%
RVT1.5%SPYState Street SPDR S&P 500 ETF
20.4%Added +3%
GAM6.3%CET2.8%SCHX2.7%ADX2.4%SCHB2.0%TY1.7%IWM1.7%SPYM1.7%VTI1.7%QQQ1.6%RVTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY State Street SPDR S&P 500 ETF 20.4% Added +3%GAM General Amern Invs Co Inc Com 6.3% HeldCET Central Secs Corp Com 2.8% Added +12%SCHX Schwab U.s. Large-cap ETF 2.7% HeldADX Adams Diversified Equity Fd Com 2.4% Trimmed −6%SCHB Schwab U.s. Broad Market ETF 2.0% Added +3%TY Tri Contl Corp Com 1.7% HeldIWM iShares Russell 2000 ETF 1.7% Added +2%SPYM State Street SPDR Portfolio S&P 500 ETF 1.7% Trimmed −3%VTI Vanguard Morningstar Total Stock Market ETF 1.7% Added +6%QQQ Invesco QQQ Trust Series I 1.6% Added +33%RVT Royce Small Cap Trust Inc Com 1.5% Added +10%
What changed