Bell & Brown Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0001725362
13F-HR · 62 reported holdings · 2026-03-31
Reported long-US-equity value
$0.29B
Top-10 concentration
41.2%
Bell & Brown Wealth Advisors, LLC — $291M AUM allocation strategy
Bell & Brown Wealth Advisors, LLC files SEC Form 13F and reports $291M of long US equity value across 62 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.2%, followed by Energy 12.2% and Communication Services 10.4%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Bell & Brown Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$291M
total across 62 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +22.9K sh · +$565K+$NKE +19.5K sh · −$1.65M+$UNH +12K sh · +$2.57M
Biggest trims (shares)
−$CTVA −8.2K sh · −$1.84M−$WFC −6.11K sh · −$7.78M−$ULTA −5.47K sh · −$12M
Exited to nil (held last quarter, gone now)
$LULU ($2.35M last qtr)$DOW ($524K last qtr)$NUE ($414K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services8.5%—
- Semiconductors7.8%—
- Integrated Oil & Gas6.5%—
- Technology Hardware, Storage & Peripherals5.5%—
- Consumer Staples Merchandise Retail4.7%—
- Pharmaceuticals3.9%—
- Investment Banking & Brokerage3.7%—
- Oil & Gas Refining & Marketing3.6%—
- Other holdings55.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 54.4K | $16.8M | -2.74K | 5.8% |
| $AAPL | Apple Inc | 62.5K | $15.9M | +299 | 5.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 53.2K | $15.3M | -1.93K | 5.2% |
| $XOM | ExxonMobil Holdings Corporation | 74.9K | $12.7M | -75 | 4.4% |
| $LLY | Eli Lilly and Company | 12.2K | $11.2M | -455 | 3.8% |
| $GS | Goldman Sachs Group Inc | 12.6K | $10.7M | -616 | 3.7% |
| $VLO | Valero Energy Corporation | 42.4K | $10.5M | -695 | 3.6% |
| $META | Meta Platforms Inc | 16.2K | $9.54M | -239 | 3.3% |
| $JPM | JP Morgan Chase & Co | 32.3K | $9.52M | -450 | 3.3% |
| $AMZN | Amazon.com Inc | 38.4K | $7.99M | +368 | 2.7% |
…and 52 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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