account_balance
Investment manager · 13F filer · SEC CIK 2136908
Bellars Harris Wealth Management, LLC
Reported value$473Mas of Sep 30, 2026
Positions149 65 new, 12 sold out
Top 10 weight23.9%BALT alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BALTInnovator Defined Wealth SHLD ETF
3.2%
JPMJPMorgan Chase & Co
2.9%Added +6%
DINOHF Sinclair Corp
2.4%Trimmed −6%
CSCOCisco Systems, Inc.
2.3%Trimmed −9%
MRKMerck & Co., Inc.
2.3%Trimmed −6%
JCIJohnson Controls International PLC
2.3%Trimmed −5%
CATCaterpillar Inc
2.2%Trimmed −6%
WELLWelltower Inc.
2.2%Trimmed −5%
BNYBank of New York Mellon Corp
2.1%Trimmed −6%
QUALiShares Tr MSCI USA QLT FCT
2.0%Added +646%
WMBWilliams Companies, Inc.
2.0%Trimmed −4%
NWGNatWest Group PLC
1.9%Trimmed −3%
BALTInnovator Defined Wealth SHLD ETF
3.2%
JPMJPMorgan Chase & Co
2.9%+6%
DINOHF Sinclair Corp
2.4%
CSCOCisco Systems, Inc.
2.3%−9%
MRKMerck & Co., Inc.
2.3%−6%
JCIJohnson Controls International PLC
2.3%−5%
CATCaterpillar Inc
2.2%
WELLWelltower Inc.
2.2%
BNYBank of New York Mellon Corp
2.1%
QUALiShares Tr MSCI USA QLT FCT
2.0%
WMBWilliams Companies, Inc.
2.0%
NWGNatWest Group PLC
1.9%
Boxes 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
BALT Innovator Defined Wealth SHLD ETF 3.2% Held
JPM JPMorgan Chase & Co 2.9% Added +6%DINO HF Sinclair Corp 2.4% Trimmed −6%CSCO Cisco Systems, Inc. 2.3% Trimmed −9%MRK Merck & Co., Inc. 2.3% Trimmed −6%JCI Johnson Controls International PLC 2.3% Trimmed −5%CAT Caterpillar Inc 2.2% Trimmed −6%WELL Welltower Inc. 2.2% Trimmed −5%BNY Bank of New York Mellon Corp 2.1% Trimmed −6%QUAL iShares Tr MSCI USA QLT FCT 2.0% Added +646%
WMB Williams Companies, Inc. 2.0% Trimmed −4%NWG NatWest Group PLC 1.9% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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