Bell & Brown Wealth Advisors, LLC
Bell & Brown Wealth Advisors, LLC reported 72 holdings worth US$320M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 16, 2026
Bell & Brown Wealth Advisors, LLC reported 72 holdings worth US$320M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Broadcom Inc. Filed Oct 16, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$320M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 58,851 | US$19.6M | 6.1% |
| Alphabet Inc (google) Class C | 52,633 | US$18.1M | 5.7% |
| Broadcom Inc. | 47,349 | US$16.6M | 5.2% |
| Valero Energy Corporation | 37,147 | US$14.4M | 4.5% |
| Eli Lilly And Company | 11,178 | US$12.9M | 4.0% |
| Meta Platforms, Inc. | 15,382 | US$11.2M | 3.5% |
| Goldman Sachs Group, Inc. (the) | 11,439 | US$10.3M | 3.2% |
| Jp Morgan Chase & Co. | 30,258 | US$10M | 3.1% |
| Amazon.com, Inc. | 36,620 | US$9.12M | 2.9% |
| Microsoft Corp. | 16,258 | US$8.34M | 2.6% |
| Tesla, Inc. | 22,632 | US$8.03M | 2.5% |
| Qualcomm Incorporated | 42,556 | US$7.83M | 2.4% |
| Boeing Company (the) | 41,698 | US$7.76M | 2.4% |
| Merck & Company, Inc. | 42,026 | US$6.11M | 1.9% |
| Chevron Corporation | 29,899 | US$6.11M | 1.9% |
| Walmart Inc. | 57,281 | US$5.95M | 1.9% |
| Walt Disney Company (the) | 56,010 | US$5.88M | 1.8% |
| Fedex Corporation | 20,499 | US$5.84M | 1.8% |
| Costco Wholesale Corporation | 6,348 | US$5.78M | 1.8% |
| Unitedhealth Group Incorporated | 14,245 | US$5.23M | 1.6% |
| SPDR Gold Shares | 13,518 | US$5.15M | 1.6% |
| Wells Fargo & Company | 63,277 | US$5.07M | 1.6% |
| Occidental Petroleum Corporation | 90,667 | US$5.02M | 1.6% |
| Amgen Inc. | 11,150 | US$4.7M | 1.5% |
| Starbucks Corporation | 48,826 | US$4.59M | 1.4% |
| Rtx Corporation | 24,087 | US$4.47M | 1.4% |
| Oracle Corporation | 30,584 | US$4.2M | 1.3% |
| Ulta Beauty, Inc. | 7,383 | US$4.03M | 1.3% |
| American Express Company | 13,231 | US$4.02M | 1.3% |
| Paypal Holdings, Inc. | 75,099 | US$3.94M | 1.2% |
| Celanese Corporation | 85,882 | US$3.81M | 1.2% |
| Coca-cola Company (the) | 43,846 | US$3.77M | 1.2% |
| Citigroup, Inc. | 28,950 | US$3.75M | 1.2% |
| Williams Companies, Inc. (the) | 49,235 | US$3.35M | 1.0% |
| Netflix, Inc. | 47,809 | US$3.33M | 1.0% |
| Capital One Financial Corporation | 16,874 | US$3.26M | 1.0% |
| Target Corporation | 20,374 | US$3.19M | 1.00% |
| Alibaba Group Holding Limited | 29,598 | US$3.18M | 1.00% |
| Home Depot, Inc. (the) | 10,458 | US$2.98M | 0.93% |
| Procter & Gamble Company (the) | 19,928 | US$2.9M | 0.91% |
| Pepsico, Inc. | 22,843 | US$2.89M | 0.91% |
| Teekay Corporation Ltd. | 195K | US$2.78M | 0.87% |
| Mcdonald's Corporation | 11,848 | US$2.74M | 0.86% |
| Uber Technologies, Inc. | 38,044 | US$2.61M | 0.82% |
| Bristol-myers Squibb Company | 39,409 | US$2.46M | 0.77% |
| Qnity Electronics, Inc. | 17,247 | US$2.17M | 0.68% |
| Kimberly-clark Corporation | 20,993 | US$2.05M | 0.64% |
| Lowe's Companies, Inc. | 10,004 | US$1.84M | 0.58% |
| Space Exploration Technologies Corp | 11,875 | US$1.79M | 0.56% |
| Nike, Inc. | 46,596 | US$1.65M | 0.52% |
| Nvidia Corporation | 5,292 | US$1.21M | 0.38% |
| FedEx Freight Holding Company, Inc. | 9,810 | US$1.07M | 0.34% |
| Ge Aerospace | 3,318 | US$1.04M | 0.32% |
| Advanced Micro Devices Inc | 1,681 | US$1.03M | 0.32% |
| Immunitybio, Inc. | 71,550 | US$675K | 0.21% |
| Berkshire Hathaway Inc. | 1,312 | US$653K | 0.20% |
| Ge Vernova Inc. | 589 | US$560K | 0.18% |
| Johnson & Johnson | 1,846 | US$489K | 0.15% |
| Morgan Stanley | 1,924 | US$362K | 0.11% |
| Gilead Sciences, Inc. | 2,175 | US$324K | 0.10% |
| Invesco QQQ Trust | 416 | US$307K | 0.10% |
| Crowdstrike Holdings, Inc. | 1,156 | US$306K | 0.10% |
| Visa Inc. | 805 | US$289K | 0.09% |
| Williams-sonoma, Inc. | 1,201 | US$274K | 0.09% |
| Nucor Corporation | 1,168 | US$273K | 0.09% |
| Marvell Technology, Inc. | 966 | US$255K | 0.08% |
| Innospec Inc. | 2,608 | US$249K | 0.08% |
| Northrop Grumman Corporation | 486 | US$235K | 0.07% |
| iShares Core S&P 500 ETF | 295 | US$226K | 0.07% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Corteva, Inc. | 0 | US$0 | 0.00% |
| Cloudflare, Inc. | 0 | US$0 | 0.00% |
Source
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