account_balance
Investment manager · 13F filer · SEC CIK 1725362
Bell & Brown Wealth Advisors, LLC
Reported value$320Mas of Sep 30, 2026
Positions72 1 new, 2 sold out
Top 10 weight41.3%AAPL alone is 6%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.1%Trimmed −5%
GOOGLAlphabet Inc.
5.2%Trimmed −6%
AVGOBroadcom Inc.
5.2%Trimmed −6%
VLOValero Energy Corp
4.5%Trimmed −9%
LLYELI Lilly & Co
4.0%Trimmed −7%
XOMExxonMobil Holdings Corp
3.5%Trimmed −6%
METAMeta Platforms, Inc.
3.5%Trimmed −5%
GSGoldman Sachs Group Inc
3.2%Trimmed −8%
JPMJPMorgan Chase & Co
3.1%Trimmed −6%
AMZNAmazon.com Inc
2.9%Trimmed −4%
MSFTMicrosoft Corp
2.6%
TSLATesla, Inc.
2.5%+8%
AAPLApple Inc.
6.1%−5%
GOOGLAlphabet Inc.
5.2%
AVGOBroadcom Inc.
5.2%
VLOValero Energy Corp
4.5%
LLYELI Lilly & Co
4.0%
XOMExxonMobil Holdings Corp
3.5%−6%
METAMeta Platforms, Inc.
3.5%−5%
GSGoldman Sachs Group Inc
3.2%
JPMJPMorgan Chase & Co
3.1%
AMZN2.9%MSFTTSLABoxes 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
AAPL Apple Inc. 6.1% Trimmed −5%GOOGL Alphabet Inc. 5.2% Trimmed −6%AVGO Broadcom Inc. 5.2% Trimmed −6%VLO Valero Energy Corp 4.5% Trimmed −9%LLY ELI Lilly & Co 4.0% Trimmed −7%XOM ExxonMobil Holdings Corp 3.5% Trimmed −6%META Meta Platforms, Inc. 3.5% Trimmed −5%GS Goldman Sachs Group Inc 3.2% Trimmed −8%JPM JPMorgan Chase & Co 3.1% Trimmed −6%AMZN Amazon.com Inc 2.9% Trimmed −4%MSFT Microsoft Corp 2.6% HeldTSLA Tesla, Inc. 2.5% Added +8%
What changed
Biggest moves since Jun 30, 2026
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