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Bell & Brown Wealth Advisors, LLC
hedge fundUpdated 3 days agoManaged by Bell & Brown Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$319.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $305.4M |
| Q4 2025 | $310.3M |
| Q1 2026 | $308.3M |
| Q2 2026 | $330.1M |
| Q3 2026 | $319.8M |
Top holdings
72 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $19.6M | 58.9K | 6.13% | — | |
| 2 | $16.7M | 48.6K | 5.23% | — | |
| 3 | $16.6M | 47.3K | 5.20% | — | |
| 4 | $14.4M | 37.1K | 4.50% | — | |
| 5 | $12.9M | 11.2K | 4.04% | — | |
| 6 | $11.3M | 69.4K | 3.53% | — | |
| 7 | $11.2M | 15.4K | 3.49% | — | |
| 8 | $10.3M | 11.4K | 3.22% | — | |
| 9 | $10M | 30.3K | 3.13% | — | |
| 10 | $9.1M | 36.6K | 2.85% | — | |
| 11 | $8.3M | 16.3K | 2.61% | — | |
| 12 | $8M | 22.6K | 2.51% | — | |
| 13 | $7.8M | 42.6K | 2.45% | — | |
| 14 | $7.8M | 41.7K | 2.43% | — | |
| 15 | $6.1M | 42.0K | 1.91% | — | |
| 16 | $6.1M | 29.9K | 1.91% | — | |
| 17 | $6M | 57.3K | 1.86% | — | |
| 18 | $5.9M | 56.0K | 1.84% | — | |
| 19 | $5.8M | 20.5K | 1.83% | — | |
| 20 | $5.8M | 6.3K | 1.81% | — |