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Latest Bell & Brown Wealth Advisors, LLC Stock Portfolio

$330Million | No. of Holdings #73

Bell & Brown Wealth Advisors, LLC Performance

2026 Q2+5.69%
YTD+4.44%
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 2026-08-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Bell & Brown Wealth Advisors, LLC reported an equity portfolio of $330.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Bell & Brown Wealth Advisors, LLC are AVGO, GOOG, AAPL. The fund has invested 5.8% of it's portfolio in BROADCOM INC and 5.6% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off DUPONT DE NEMOURS INC (DD) and CONOCOPHILLIPS (COP) stocks. They significantly reduced their stock positions in INNOSPEC INC (IOSP), CROWDSTRIKE HLDGS INC (CRWD) and ADVANCED MICRO DEVICES INC (AMD). Bell & Brown Wealth Advisors, LLC opened new stock positions in DUPONT DE NEMOURS INC (DD), FEDEX FGHT HLDG CO INC and MARVELL TECHNOLOGY INC (MRVL). The fund showed a lot of confidence in some stocks as they added substantially to LOWES COS INC (LOW), UBER TECHNOLOGIES INC (UBER) and TESLA INC (TSLA).
Bell & Brown Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 10 Aug, 2026
$330Million
  as of Aug 10, 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 5.69% in the last quarter. In trailing 12 months, it's portfolio return was 18.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dupont de nemours inc2,052,370
fedex fght hldg co inc1,573,270
space exploration techn corp536,159
marvell technology inc287,598
nucor corp259,874
cloudflare inc231,790
ishares tr215,680
New stocks bought by Bell & Brown Wealth Advisors, LLC

Additions

Ticker% Inc.
lowes cos inc82.82
uber technologies inc13.79
tesla inc13.77
celanese corp del12.43
netflix inc.11.06
paypal hldgs inc7.16
kimberly-clark corp6.98
unitedhealth group inc6.1
Additions to existing portfolio by Bell & Brown Wealth Advisors, LLC

Reductions

Ticker% Reduced
innospec inc-47.46
crowdstrike hldgs inc-40.4
advanced micro devices inc-12.33
qnity electronics inc-7.72
broadcom inc-7.47
valero energy corp-4.02
berkshire hathaway inc del-3.67
ulta beauty inc-3.42
Bell & Brown Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dupont de nemours inc-1,986,870
conocophillips-204,468
Bell & Brown Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Bell & Brown Wealth Advisors, LLC has about 18.7% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Healthcare
  • Consumer Defensive
  • Industrials
  • Others
  • Basic Materials
Sector%
Technology18.7
Financial Services13.9
Consumer Cyclical13.5
Communication Services11.5
Energy10.3
Healthcare10.2
Consumer Defensive8.2
Industrials6.4
Others5.4
Basic Materials1.8

Market Cap. Distribution

Bell & Brown Wealth Advisors, LLC has about 93.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP64.9
LARGE-CAP28.8
UNALLOCATED5.4

Stocks belong to which Index?

About 91.2% 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 50091.2
Others8.6
Top 5 Winners (%)%
AMD
advanced micro devices inc
174.1 %
CRWD
crowdstrike hldgs inc
76.2 %
UNH
unitedhealth group inc
51.3 %
QCOM
qualcomm inc
42.8 %
qnity electronics inc
39.9 %
Top 5 Winners ($)$
GOOG
alphabet inc
3.7 M
AVGO
broadcom inc
3.6 M
LLY
eli lilly & co
3.4 M
QCOM
qualcomm inc
2.5 M
AAPL
apple inc
2.2 M
Top 5 Losers (%)%
CE
celanese corp del
-28.9 %
NOC
northrop grumman corp
-25.4 %
OXY
occidental pete corp
-25.2 %
NFLX
netflix inc.
-24.8 %
BABA
alibaba group hldg ltd
-23.1 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-2.5 M
OXY
occidental pete corp
-1.5 M
CVX
chevron corporation
-1.3 M
NFLX
netflix inc.
-1.1 M
BABA
alibaba group hldg ltd
-1.1 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 73 stocks in it's portfolio. About 40% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Bell & Brown Wealth Advisors, LLC last quarter.

$330.12MTotal Value
75.00Positions
10 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Bell & Brown Wealth Advisors, LLC, last reported on 10 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
1.02%35,183
$3.38M
1.02%
decreased 3.07 percentreduced