Latest Bell & Brown Wealth Advisors, LLC Stock Portfolio

Bell & Brown Wealth Advisors, LLC Performance:

2025 Q4: -0.38%YTD: 13.41%2024: 21.37%

Performance for 2025 Q4 is -0.38%, and YTD is 13.41%, and 2024 is 21.37%.

About Bell & Brown Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Bell & Brown Wealth Advisors, LLC is a hedge fund based in Newport Beach, CA. On 2026-01-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bell & Brown Wealth Advisors, LLC reported an equity portfolio of $310.3 Millions as of 31 Dec, 2025.

The top stock holdings of Bell & Brown Wealth Advisors, LLC are AVGO, GOOG, AAPL. The fund has invested 6.4% of it's portfolio in BROADCOM INC and 5.6% of portfolio in ALPHABET INC.

The fund managers got completely rid off STRATEGY INC (MSTR), CLOUDFLARE INC (NET) and BANK AMERICA CORP (BAC) stocks. They significantly reduced their stock positions in WELLS FARGO CO NEW (WFC), DOW INC (DOW) and SHOPIFY INC. Bell & Brown Wealth Advisors, LLC opened new stock positions in QNITY ELECTRONICS INC, UNITEDHEALTH GROUP INC (UNH) and NUCOR CORP (NUE). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), CELANESE CORP DEL (CE) and DUPONT DE NEMOURS INC (DD).

Bell & Brown Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Bell & Brown Wealth Advisors, LLC made a return of -0.38% in the last quarter. In trailing 12 months, it's portfolio return was 13.41%.

Performance
S&P 500

New Buys

Ticker	$ Bought
qnity electronics inc	1,654,020
unitedhealth group inc	579,343
nucor corp	206,934

New stocks bought by Bell & Brown Wealth Advisors, LLC

Additions

Ticker	% Inc.
netflix inc	1,237
celanese corp del	10.02
dupont de nemours inc	10.00
mcdonalds corp	4.85
nike inc	4.48
paypal hldgs inc	4.04
coca cola co	3.64
occidental pete corp	3.6

Additions to existing portfolio by Bell & Brown Wealth Advisors, LLC

Reductions

Ticker	% Reduced
wells fargo co new	-24.9
dow inc	-22.12
shopify inc	-18.62
invesco qqq tr	-14.23
lululemon athletica inc	-12.18
corteva inc	-10.52
crowdstrike hldgs inc	-9.18
berkshire hathaway inc del	-7.45

Bell & Brown Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
rivian automotive inc	-197,299
bank america corp	-213,911
cloudflare inc	-214,590
strategy inc	-234,891

Bell & Brown Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Bell & Brown Wealth Advisors, LLC has about 20.1% of it's holdings in Technology sector.

Sector	%
Technology	20.1
Financial Services	15.3
Consumer Cyclical	14.2
Communication Services	12
Energy	8.9
Healthcare	8.1
Consumer Defensive	7.9
Industrials	6.5
Others	5.3
Basic Materials	1.7

Market Cap. Distribution

Bell & Brown Wealth Advisors, LLC has about 92.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	53.3
LARGE-CAP	39.5
UNALLOCATED	5.3
MID-CAP	1.9

Stocks belong to which Index?

About 91.9% of the stocks held by Bell & Brown Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	91.9
Others	8

Top 5 Winners (%)		%
LLY	eli lilly & co	40.4 %
AMD	advanced micro devices inc	31.7 %
GOOG	alphabet inc	28.2 %
GOOG	alphabet inc	28.1 %
MRK	merck & co inc	25.4 %

Top 5 Winners ($)		$
LLY	eli lilly & co	4.0 M
GOOG	alphabet inc	3.9 M
GS	goldman sachs group inc	1.1 M
FDX	fedex corp	1.1 M
AAPL	apple inc	1.1 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.4 %
DD	dupont de nemours inc	-47.2 %
ORCL	oracle corp	-30.4 %
IBRX	immunitybio inc	-19.5 %
KMB	kimberly-clark corp	-18.6 %

Top 5 Losers ($)		$
NFLX	netflix inc	-10.6 M
ORCL	oracle corp	-2.6 M
DD	dupont de nemours inc	-1.5 M
META	meta platforms inc	-1.2 M
BABA	alibaba group hldg ltd	-1.2 M

Bell & Brown Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bell & Brown Wealth Advisors, LLC

Bell & Brown Wealth Advisors, LLC has 71 stocks in it's portfolio. About 40.7% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Bell & Brown Wealth Advisors, LLC last quarter.

Last Reported on: 30 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.45	62,196	16,908,700	reduced	-0.66

AMD	advanced micro devices inc	0.11	1,653	354,006	added	3.12

AMGN	amgen inc	1.19	11,262	3,686,080	reduced	-0.05

AMZN	amazon com inc	2.82	37,898	8,747,620	reduced	-0.49

AVGO	broadcom inc	6.38	57,156	19,781,800	reduced	-7.11

AXP	american express co	1.74	14,600	5,401,100	reduced	-1.02

BA	boeing co	2.53	36,213	7,862,500	added	0.22

BABA	alibaba group hldg ltd	1.77	37,375	5,478,430	reduced	-4.18

BAC	bank america corp	0.00	0.00	0.00	sold off	-100

BMY	bristol-myers squibb co	0.73	41,776	2,253,410	reduced	-2.14

C	citigroup inc	1.19	31,655	3,693,860	added	3.22

CE	celanese corp del	0.42	31,092	1,314,570	added	10.02

COF	capital one finl corp	1.33	17,080	4,139,510	reduced	-2.19

COST	costco whsl corp new	1.79	6,450	5,561,910	added	2.69

CRWD	crowdstrike hldgs inc	0.15	989	463,604	reduced	-9.18

CTVA	corteva inc	0.50	22,950	1,538,310	reduced	-10.52

CVX	chevron corp new	1.50	30,512	4,650,350	added	3.19

DD	dupont de nemours inc	0.52	40,555	1,630,300	added	10.00

DIS	disney walt co	2.02	54,985	6,255,600	added	2.05

DOW	dow inc	0.08	11,199	261,838	reduced	-22.12