Bell & Brown Wealth Advisors, LLC 13F Holdings · Q2 2026
Bell & Brown Wealth Advisors, LLC reported 73 securities worth $330.12M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVGO (5.76%), GOOGL (5.61%), AAPL (5.45%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $19.0M | 5.76% | 50,354 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $18.5M | 5.61% | 51,866 | Trimmed |
| 3 | AAPL | APPLE INC | $18.0M | 5.45% | 62,128 | Trimmed |
| 4 | LLY | ELI LILLY & CO | $14.4M | 4.36% | 12,011 | Trimmed |
| 5 | GS | GOLDMAN SACHS GROUP INC | $12.6M | 3.81% | 12,442 | Trimmed |
| 6 | VLO | VALERO ENERGY CORP | $10.6M | 3.21% | 40,713 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $10.5M | 3.18% | 32,120 | Trimmed |
| 8 | XOM | EXXON MOBIL CORP | $10.1M | 3.07% | 74,066 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $9.1M | 2.77% | 38,314 | Trimmed |
| 10 | META | META PLATFORMS INC | $9.1M | 2.77% | 16,243 | Added |
| 11 | TSLA | TESLA INC | $8.8M | 2.67% | 20,941 | Added |
| 12 | QCOM | QUALCOMM INC | $8.3M | 2.50% | 44,700 | Trimmed |
| 13 | BA | BOEING CO | $8.0M | 2.42% | 36,875 | Added |
| 14 | WSM | WILLIAMS SONOMA INC | $6.7M | 2.04% | 28,894 | Trimmed |
| 15 | FDX | FEDEX CORP | $6.6M | 2.00% | 21,079 | Trimmed |
| 16 | WMT | WALMART INC | $6.5M | 1.95% | 56,954 | Trimmed |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $6.2M | 1.88% | 6,640 | Added |
| 18 | MSFT | MICROSOFT CORP | $6.2M | 1.87% | 16,535 | Added |
| 19 | UNH | UNITEDHEALTH GROUP INC | $6.1M | 1.84% | 14,604 | Added |
| 20 | MRK | MERCK & CO INC | $5.7M | 1.72% | 44,060 | Added |
| 21 | DIS | DISNEY WALT CO | $5.5M | 1.68% | 57,601 | Added |
| 22 | GLD | SPDR GOLD TR | $5.4M | 1.63% | 14,569 | Trimmed |
| 23 | SBUX | STARBUCKS CORP | $5.2M | 1.58% | 50,977 | Added |
| 24 | WFC | WELLS FARGO & CO | $5.2M | 1.58% | 62,997 | Added |
| 25 | CVX | CHEVRON CORPORATION | $5.1M | 1.54% | 30,707 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR