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 Investment Advisors, Inc (CIK 1890149) reported $639.2M across 1,845 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GBIL ($64.5M, 10.09%), FNDX ($60.7M, 9.49%), VMBS ($49.4M, 7.73%), TDTT ($48.5M, 7.58%), TLT ($36.9M, 5.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GBIL | GOLDMAN SACHS ETF TR | $64.5M | 10.09% | 643,921 | Added |
| 2 | FNDX | SCHWAB STRATEGIC TR | $60.7M | 9.49% | 2.2M | Added |
| 3 | VMBS | VANGUARD SCOTTSDALE FDS | $49.4M | 7.73% | 1.1M | Added |
| 4 | TDTT | FLEXSHARES TR | $48.5M | 7.58% | 2.0M | Added |
| 5 | TLT | ISHARES TR | $36.9M | 5.78% | 426,169 | Trimmed |
| 6 | FNDF | SCHWAB STRATEGIC TR | $31.5M | 4.93% | 644,359 | Trimmed |
| 7 | SCHX | SCHWAB STRATEGIC TR | $23.1M | 3.62% | 901,405 | Added |
| 8 | MTUM | ISHARES TR | $21.2M | 3.31% | 88,196 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $19.5M | 3.05% | 99,270 | Trimmed |
| 10 | QUAL | ISHARES TR | $15.6M | 2.43% | 81,085 | Trimmed |
| 11 | FNDA | SCHWAB STRATEGIC TR | $14.5M | 2.27% | 447,402 | Trimmed |
| 12 | SCHF | SCHWAB STRATEGIC TR | $13.8M | 2.16% | 558,276 | Trimmed |
| 13 | SPLV | INVESCO EXCH TRADED FD TR II | $11.5M | 1.80% | 157,085 | Trimmed |
| 14 | SCHD | SCHWAB STRATEGIC TR | $11.1M | 1.74% | 362,743 | Added |
| 15 | IEMG | ISHARES INC | $10.2M | 1.60% | 146,310 | Trimmed |
| 16 | AAPL | APPLE INC | $9.5M | 1.48% | 37,248 | Added |
| 17 | IQLT | ISHARES TR | $9.4M | 1.47% | 203,820 | Trimmed |
| 18 | FNDE | SCHWAB STRATEGIC TR | $8.1M | 1.27% | 212,046 | Trimmed |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | $7.7M | 1.21% | 139,430 | Added |
| 20 | FNDC | SCHWAB STRATEGIC TR | $7.6M | 1.19% | 163,451 | Trimmed |
| 21 | IJR | ISHARES TR | $7.4M | 1.15% | 59,199 | Trimmed |
| 22 | SCHA | SCHWAB STRATEGIC TR | $7.0M | 1.09% | 239,415 | Trimmed |
| 23 | IDLV | INVESCO EXCH TRADED FD TR II | $7.0M | 1.09% | 202,901 | Added |
| 24 | GSSC | GOLDMAN SACHS ETF TR | $6.4M | 1.00% | 85,439 | Trimmed |
| 25 | AOR | ISHARES TR | $5.3M | 0.83% | 82,377 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31