Bell & Brown Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Bell & Brown Wealth Advisors, Llc disclosed 73 stock positions valued at approximately $330.12M as of quarter-end June 30, 2026. The largest holdings include BROADCOM INC, ALPHABET INC, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $330.12M
Holdings by Sector
Bell & Brown Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BROADCOM INC | AVGO | Technology | 5.76% | 50,354 | -4,065 | -7.47% | $19,021,161 |
| ALPHABET INC | GOOGL | Communication Services | 5.61% | 51,866 | -1,292 | -2.43% | $18,535,365 |
| APPLE INC | AAPL | Technology | 5.45% | 62,128 | -417 | -0.67% | $17,977,470 |
| ELI LILLY & CO | LLY | Healthcare | 4.36% | 12,011 | -185 | -1.52% | $14,406,865 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 3.81% | 12,442 | -172 | -1.36% | $12,583,754 |
| VALERO ENERGY CORP | VLO | Energy | 3.21% | 40,713 | -1,706 | -4.02% | $10,603,235 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.18% | 32,120 | -228 | -0.70% | $10,513,824 |
| EXXON MOBIL CORP | XOM | Energy | 3.07% | 74,066 | -876 | -1.17% | $10,126,278 |
| META PLATFORMS INC | META | Communication Services | 2.77% | 16,243 | +45 | +0.28% | $9,149,359 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.77% | 38,314 | -52 | -0.14% | $9,131,759 |
| TESLA INC | TSLA | Consumer Cyclical | 2.67% | 20,941 | +2,534 | +13.77% | $8,807,785 |
| QUALCOMM INC | QCOM | Technology | 2.50% | 44,700 | -359 | -0.80% | $8,260,025 |
| BOEING CO | BA | Industrials | 2.42% | 36,875 | +199 | +0.54% | $7,982,420 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 2.04% | 28,894 | -155 | -0.53% | $6,735,244 |
| FEDEX CORP | FDX | Industrials | 2.00% | 21,079 | -70 | -0.33% | $6,600,341 |
| WALMART INC | WMT | Consumer Defensive | 1.95% | 56,954 | -173 | -0.30% | $6,450,611 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.88% | 6,640 | +60 | +0.91% | $6,211,482 |
| MICROSOFT CORP | MSFT | Technology | 1.87% | 16,535 | +630 | +3.96% | $6,167,739 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.84% | 14,604 | +840 | +6.10% | $6,069,840 |
| MERCK & CO INC | MRK | Healthcare | 1.72% | 44,060 | +548 | +1.26% | $5,661,704 |
| DISNEY WALT CO | DIS | Communication Services | 1.68% | 57,601 | +1,180 | +2.09% | $5,544,070 |
| SPDR GOLD TR | GLD | Other | 1.63% | 14,569 | -127 | -0.86% | $5,366,928 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.58% | 50,977 | +488 | +0.97% | $5,209,366 |
| WELLS FARGO & CO | WFC | Financial Services | 1.58% | 62,997 | +828 | +1.33% | $5,206,061 |
| CHEVRON CORPORATION | CVX | Energy | 1.54% | 30,707 | -104 | -0.34% | $5,090,043 |
| RTX CORPORATION | RTX | Industrials | 1.51% | 26,269 | +156 | +0.60% | $4,983,951 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.45% | 14,154 | -130 | -0.91% | $4,787,520 |
| ORACLE CORP | ORCL | Technology | 1.42% | 31,980 | +504 | +1.60% | $4,686,631 |
| OCCIDENTAL PETE CORP | OXY | Energy | 1.38% | 93,601 | +914 | +0.99% | $4,546,189 |
| CITIGROUP INC | C | Financial Services | 1.35% | 31,869 | +209 | +0.66% | $4,460,445 |
Showing 30 of 73 holdings in the latest reporting period.