Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bell & Brown Wealth Advisors, LLC (CIK 1725362) reported $308.3M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($16.8M, 5.46%), AAPL ($15.9M, 5.15%), GOOGL ($15.3M, 4.96%), XOM ($12.7M, 4.12%), LLY ($11.2M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $16.8M | 5.46% | 54,419 | Trimmed |
| 2 | AAPL | APPLE INC | $15.9M | 5.15% | 62,545 | Added |
| 3 | GOOGL | ALPHABET INC | $15.3M | 4.96% | 53,158 | Trimmed |
| 4 | XOM | EXXON MOBIL CORP | $12.7M | 4.12% | 74,942 | Trimmed |
| 5 | LLY | ELI LILLY & CO | $11.2M | 3.64% | 12,196 | Trimmed |
| 6 | GS | GOLDMAN SACHS GROUP INC | $10.7M | 3.46% | 12,614 | Trimmed |
| 7 | VLO | VALERO ENERGY CORP | $10.5M | 3.40% | 42,419 | Trimmed |
| 8 | META | META PLATFORMS INC | $9.5M | 3.09% | 16,198 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $9.5M | 3.09% | 32,348 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $8.0M | 2.59% | 38,366 | Added |
| 11 | FDX | FEDEX CORP | $7.5M | 2.44% | 21,149 | Trimmed |
| 12 | BA | BOEING CO | $7.3M | 2.37% | 36,676 | Added |
| 13 | WMT | WALMART INC | $7.1M | 2.30% | 57,127 | Trimmed |
| 14 | TSLA | TESLA INC | $6.8M | 2.22% | 18,407 | Added |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $6.6M | 2.13% | 6,580 | Added |
| 16 | CVX | CHEVRON CORPORATION | $6.4M | 2.07% | 30,811 | Added |
| 17 | GLD | SPDR GOLD TR | $6.3M | 2.05% | 14,696 | Trimmed |
| 18 | OXY | OCCIDENTAL PETE CORP | $6.0M | 1.95% | 92,687 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $5.9M | 1.91% | 15,905 | Added |
| 20 | QCOM | QUALCOMM INC | $5.8M | 1.89% | 45,059 | Trimmed |
| 21 | DIS | DISNEY WALT CO | $5.4M | 1.77% | 56,421 | Added |
| 22 | WSM | WILLIAMS SONOMA INC | $5.3M | 1.72% | 29,049 | Trimmed |
| 23 | MRK | MERCK & CO INC | $5.2M | 1.70% | 43,512 | Added |
| 24 | RTX | RTX CORPORATION | $5.0M | 1.63% | 26,113 | Trimmed |
| 25 | WFC | WELLS FARGO & CO | $4.9M | 1.61% | 62,169 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31