Latest Portfolio Value
$310.27 M
12/31/2025
Total Holdings
71
12/31/2025
Latest Report Date
Q4 2025
12/31/2025
Top 10 Concentration
40.70%
Bell & Brown Wealth Advisors, LLC (CIK: 0001725362) is a financial institution headquartered at 1305 Park Avenue, , Newport Beach, California 92662. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $310,271,544, comprising 71 distinct securities. Over its filing history, it has submitted 30 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 57,156 | $19.78 M | 6.38% | ▼ 4,378 | Reduce -7.1% | |
| 54,992 | $17.21 M | 5.55% | ▼ 2,043 | Reduce -3.6% | |
| 62,196 | $16.91 M | 5.45% | ▼ 415 | Reduce -0.7% | |
| 12,641 | $13.58 M | 4.38% | ▼ 299 | Reduce -2.3% | |
| 13,220 | $11.62 M | 3.75% | ▼ 627 | Reduce -4.5% | |
| 16,412 | $10.83 M | 3.49% | ▼ 382 | Reduce -2.3% | |
| 32,773 | $10.56 M | 3.40% | ▼ 765 | Reduce -2.3% | |
| 74,942 | $9.02 M | 2.91% | ▼ 357 | Reduce -0.5% | |
| 37,898 | $8.75 M | 2.82% | ▼ 185 | Reduce -0.5% | |
| 13,258 | $8.02 M | 2.59% | ▼ 940 | Reduce -6.6% |