Bell & Brown Wealth Advisors, LLC
Bell & Brown Wealth Advisors, LLC reported 73 holdings worth US$330M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Bell & Brown Wealth Advisors, LLC reported 73 holdings worth US$330M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Broadcom Inc. and Apple Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$330M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 55,821 | US$19.9M | 6.0% |
| Broadcom Inc. | 50,354 | US$19M | 5.8% |
| Apple Inc | 62,128 | US$18M | 5.4% |
| Eli Lilly And Company | 12,011 | US$14.4M | 4.4% |
| Goldman Sachs Group, Inc. (the) | 12,442 | US$12.6M | 3.8% |
| Valero Energy Corporation | 40,713 | US$10.6M | 3.2% |
| Jp Morgan Chase & Co. | 32,120 | US$10.5M | 3.2% |
| Exxon Mobil Corporation | 74,066 | US$10.1M | 3.1% |
| Meta Platforms, Inc. | 16,243 | US$9.15M | 2.8% |
| Amazon.com, Inc. | 38,314 | US$9.13M | 2.8% |
| Tesla, Inc. | 20,941 | US$8.81M | 2.7% |
| Qualcomm Incorporated | 44,700 | US$8.26M | 2.5% |
| Boeing Company (the) | 36,875 | US$7.98M | 2.4% |
| Williams-sonoma, Inc. | 28,894 | US$6.74M | 2.0% |
| Fedex Corporation | 21,079 | US$6.6M | 2.0% |
| Walmart Inc. | 56,954 | US$6.45M | 2.0% |
| Costco Wholesale Corporation | 6,640 | US$6.21M | 1.9% |
| Microsoft Corp. | 16,535 | US$6.17M | 1.9% |
| Unitedhealth Group Incorporated | 14,604 | US$6.07M | 1.8% |
| Merck & Company, Inc. | 44,060 | US$5.66M | 1.7% |
| Walt Disney Company (the) | 57,601 | US$5.54M | 1.7% |
| Starbucks Corporation | 50,977 | US$5.21M | 1.6% |
| Wells Fargo & Company | 62,997 | US$5.21M | 1.6% |
| Chevron Corporation | 30,707 | US$5.09M | 1.5% |
| Rtx Corporation | 26,269 | US$4.98M | 1.5% |
| American Express Company | 14,154 | US$4.79M | 1.5% |
| Oracle Corporation | 31,980 | US$4.69M | 1.4% |
| Occidental Petroleum Corporation | 93,601 | US$4.55M | 1.4% |
| Citigroup, Inc. | 31,869 | US$4.46M | 1.4% |
| Amgen Inc. | 11,265 | US$4.08M | 1.2% |
| Coca-cola Company (the) | 46,546 | US$3.78M | 1.1% |
| Paypal Holdings, Inc. | 86,588 | US$3.74M | 1.1% |
| Home Depot, Inc. (the) | 10,524 | US$3.71M | 1.1% |
| Williams Companies, Inc. (the) | 49,588 | US$3.69M | 1.1% |
| Ulta Beauty, Inc. | 7,566 | US$3.41M | 1.0% |
| Capital One Financial Corporation | 16,908 | US$3.39M | 1.0% |
| Netflix, Inc. | 45,597 | US$3.26M | 0.99% |
| Mcdonald's Corporation | 11,825 | US$3.2M | 0.97% |
| Qnity Electronics, Inc. | 19,397 | US$3.17M | 0.96% |
| Pepsico, Inc. | 22,394 | US$3.03M | 0.92% |
| Procter & Gamble Company (the) | 20,010 | US$2.93M | 0.89% |
| Uber Technologies, Inc. | 36,388 | US$2.63M | 0.80% |
| Target Corporation | 19,805 | US$2.59M | 0.78% |
| Bristol-myers Squibb Company | 42,598 | US$2.45M | 0.74% |
| Nike, Inc. | 54,469 | US$2.24M | 0.68% |
| Kimberly-clark Corporation | 20,256 | US$2.22M | 0.67% |
| Lowe's Companies, Inc. | 10,044 | US$2.21M | 0.67% |
| Celanese Corporation | 44,737 | US$2.06M | 0.62% |
| Teekay Corporation Ltd. | 196K | US$1.96M | 0.60% |
| Ge Aerospace | 3,567 | US$1.33M | 0.40% |
| Corteva, Inc. | 14,533 | US$1.23M | 0.37% |
| Nvidia Corporation | 5,459 | US$1.09M | 0.33% |
| Morgan Stanley | 4,603 | US$962K | 0.29% |
| Advanced Micro Devices Inc | 1,451 | US$843K | 0.26% |
| Ge Vernova Inc. | 609 | US$715K | 0.22% |
| Immunitybio, Inc. | 75,050 | US$657K | 0.20% |
| Berkshire Hathaway Inc. | 1,312 | US$657K | 0.20% |
| Space Exploration Technologies Corp | 3,138 | US$536K | 0.16% |
| Crowdstrike Holdings, Inc. | 649 | US$495K | 0.15% |
| Johnson & Johnson | 1,823 | US$463K | 0.14% |
| Visa Inc. | 970 | US$333K | 0.10% |
| Marvell Technology, Inc. | 965 | US$288K | 0.09% |
| Nucor Corporation | 1,167 | US$260K | 0.08% |
| Northrop Grumman Corporation | 486 | US$247K | 0.07% |
| Cloudflare, Inc. | 945 | US$232K | 0.07% |
| Innospec Inc. | 2,609 | US$212K | 0.06% |
| Dupont De Nemours, Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
Source
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