Bell & Brown Wealth Advisors, LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 310.27 M reflecting a +1.59% change from the prior quarter, spanning 71 assets. The top 10 holdings comprised 40.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 4 complete exits.
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Bell & Brown Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Bell & Brown Wealth Advisors reported a managed portfolio value of 310.27 M, consisting of 71 individual positions.
This page displays the raw filing documents. To see which stocks Bell & Brown Wealth Advisors bought or sold during Q4 2025, please visit Bell & Brown Wealth Advisors's Portfolio Analysis page.