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Latest Bell & Brown Wealth Advisors, LLC Stock Portfolio

$319Million | No. of Holdings #72

Bell & Brown Wealth Advisors, LLC Performance

2026 Q3+1.70%
YTD+6.22%
2025+17.88%

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 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bell & Brown Wealth Advisors, LLC reported an equity portfolio of $319.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Bell & Brown Wealth Advisors, LLC are AAPL, GOOG, AVGO. The fund has invested 6.1% of it's portfolio in APPLE INC and 5.2% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), CORTEVA INC (CTVA) and CLOUDFLARE INC (NET) stocks. They significantly reduced their stock positions in WILLIAMS SONOMA INC (WSM), MORGAN STANLEY (MS) and CROWDSTRIKE HLDGS INC (CRWD). Bell & Brown Wealth Advisors, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP and GILEAD SCIENCES INC (GILD). The fund showed a lot of confidence in some stocks as they added substantially to SPACE EXPLORATION TECHN CORP, CELANESE CORP DEL (CE) and ADVANCED MICRO DEVICES INC (AMD).
Bell & Brown Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$319Million
  as of Oct 16, 2026

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 1.7% in the last quarter. In trailing 12 months, it's portfolio return was 9.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp11,296,500
gilead sciences inc324,184
New stocks bought by Bell & Brown Wealth Advisors, LLC

Additions

Ticker% Inc.
space exploration techn corp278
celanese corp del91.97
advanced micro devices inc15.85
boeing co13.08
tesla inc8.08
netflix inc.4.85
uber technologies inc4.55
kimberly-clark corp3.64
Additions to existing portfolio by Bell & Brown Wealth Advisors, LLC

Reductions

Ticker% Reduced
williams sonoma inc-95.84
morgan stanley-58.2
crowdstrike hldgs inc-55.47
visa inc-17.01
alibaba group hldg ltd-15.87
nike inc-14.45
paypal hldgs inc-13.27
qnity electronics inc-11.08
Bell & Brown Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-10,126,300
corteva inc-1,230,780
cloudflare inc-231,790
Bell & Brown Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Bell & Brown Wealth Advisors, LLC has about 19.4% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Others
  • Energy
  • Consumer Defensive
  • Industrials
  • Basic Materials
Sector%
Technology19.4
Financial Services12.8
Communication Services12
Consumer Cyclical11
Healthcare10.3
Others9.1
Energy9
Consumer Defensive8.3
Industrials6
Basic Materials1.9

Market Cap. Distribution

Bell & Brown Wealth Advisors, LLC has about 89.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP61.6
LARGE-CAP27.8
UNALLOCATED9.1
MID-CAP1.5

Stocks belong to which Index?

About 89.5% of the stocks held by Bell & Brown Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50089.5
Others10.2
Top 5 Winners (%)%
VLO
valero energy corp
46.7 %
teekay corporation ltd
42.3 %
MSFT
microsoft corp
37.2 %
CRWD
crowdstrike hldgs inc
28.0 %
META
meta platforms inc
28.0 %
Top 5 Winners ($)$
VLO
valero energy corp
5.0 M
AAPL
apple inc
2.6 M
META
meta platforms inc
2.6 M
MSFT
microsoft corp
2.3 M
CVX
chevron corporation
1.2 M
Top 5 Losers (%)%
fedex fght hldg co inc
-26.8 %
qnity electronics inc
-21.7 %
HD
home depot inc
-19.3 %
ge vernova inc
-18.8 %
LOW
lowes cos inc
-16.4 %
Top 5 Losers ($)$
TSLA
tesla inc
-1.4 M
GS
goldman sachs group inc
-1.3 M
AVGO
broadcom inc
-1.3 M
BA
boeing co
-1.2 M
HD
home depot inc
-0.7 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 72 stocks in it's portfolio. About 41.3% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. VLO was the most profitable stock for Bell & Brown Wealth Advisors, LLC last quarter.

$319.77MTotal Value
75.00Positions
16 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Bell & Brown Wealth Advisors, LLC, last reported on 16 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
Bell & Brown Wealth Advisors, LLC's holding in Alibaba Group Hldg Ltd over time
1%29,598
$3.18M
1%
decreased 15.87 percentreduced