Bell & Brown Wealth Advisors, LLC

CIK

1725362

Location

NEWPORT BEACH, CA

Portfolio Value

Small $330,123,889

Diversification

Diversified

Filing Date

Global Rank

#4,933 / 8,798 ▼ 502 · as of Jun 2026

Top Industry

Semiconductors 9.1%

Period ended 3 months ago

Filed Aug 10, 2026 · 2mo

22 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.0%

+0.6 pts

Top 5

25.4%

+1.7 pts

Top 10

40.4%

+1.1 pts

HHI

265

Diversified+9

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	19.6%	$64,856,450	12
Consumer Cyclical	14.5%	$48,031,622	10
Financial Services	14.1%	$46,633,821	10
Communication Services	11.5%	$37,897,912	4
Energy	10.9%	$36,016,839	6
Healthcare	10.2%	$33,791,750	7
Consumer Defensive	8.2%	$27,221,568	7
Industrials	7.3%	$23,972,349	8
Unclassified	1.8%	$5,888,214	3
Basic Materials	1.8%	$5,813,364	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYPL	PayPal Holdings, Inc.	+5,785	86,588	$3,738,869
CE	Celanese Corp	+4,945	44,737	$2,057,902
LOW	Lowes Companies Inc	+4,550	10,044	$2,214,601
NFLX	Netflix Inc	+4,541	45,597	$3,255,625
UBER	Uber Technologies, Inc	+4,411	36,388	$2,625,758
TSLA	Tesla, Inc.	+2,534	20,941	$8,807,784
KMB	Kimberly Clark Corp	+1,321	20,256	$2,223,501
DIS	Walt Disney Co	+1,180	57,601	$5,544,096
PEP	Pepsico Inc	+1,023	22,394	$3,032,147
PG	PROCTER & GAMBLE Co	+949	20,010	$2,934,266
OXY	Occidental Petroleum Corp /De/	+914	93,601	$4,546,200
UNH	Unitedhealth Group Inc	+840	14,604	$6,069,860
WFC	Wells Fargo & Company/Mn	+828	62,997	$5,206,072
BMY	Bristol Myers Squibb Co	+759	42,598	$2,454,496
MSFT	Microsoft Corp	+630	16,535	$6,167,885
TGT	Target Corp	+608	19,805	$2,586,731
HD	Home Depot, Inc.	+550	10,524	$3,711,604
MRK	Merck & Co., Inc.	+548	44,060	$5,661,710
ORCL	Oracle Corp	+504	31,980	$4,686,669
SBUX	Starbucks Corp	+488	50,977	$5,209,339
MCD	Mcdonalds Corp	+401	11,825	$3,196,415
C	Citigroup Inc	+209	31,869	$4,460,385
BA	Boeing Co	+199	36,875	$7,982,331
RTX	RTX Corp	+156	26,269	$4,984,017
COST	Costco Wholesale Corp /New	+60	6,640	$6,211,520
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DD	DuPont de Nemours, Inc.	−28,250	15,131	$2,052,368
AVGO	Broadcom Inc.	−4,065	50,354	$19,021,223
IOSP	Innospec Inc.	−2,357	2,609	$212,346
VLO	Valero Energy Corp/Tx	−1,706	40,713	$10,603,293
Q	Qnity Electronics, Inc.	−1,623	19,397	$3,167,724
TK	Teekay Corp Ltd	−1,500	196,468	$1,964,680
GOOGL	Alphabet Inc.	−1,291	55,866	$19,948,672
WMB	Williams Companies, Inc.	−1,153	49,588	$3,686,371
BABA	Alibaba Group Holding Ltd	−1,114	35,183	$3,376,864
NKE	NIKE, Inc.	−977	54,469	$2,235,952
XOM	ExxonMobil Holdings Corp	−876	74,066	$10,126,303
CRWD	CrowdStrike Holdings, Inc.	−440	649	$495,277
AAPL	Apple Inc.	−417	62,128	$17,977,358
QCOM	Qualcomm Inc/De	−359	44,700	$8,260,113
ULTA	Ulta Beauty, Inc.	−268	7,566	$3,412,114
JPM	Jpmorgan Chase & Co	−228	32,120	$10,513,839
CTVA	Corteva, Inc.	−221	14,533	$1,230,799
AMD	Advanced Micro Devices Inc	−204	1,451	$842,900
LLY	ELI LILLY & Co	−185	12,011	$14,406,354
WMT	Walmart Inc.	−173	56,954	$6,450,610
GS	Goldman Sachs Group Inc	−172	12,442	$12,583,465
WSM	Williams Sonoma Inc	−155	28,894	$6,735,191
AXP	American Express Co	−130	14,154	$4,787,590
GLD	Spdr Gold Trust	−127	14,569	$5,366,928
CVX	Chevron Corp	−104	30,707	$5,089,992
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
FDXF	FedEx Freight Holding Company, Inc.	10,419	$1,573,269
SPCX	Space Exploration Technologies Corp	3,138	$536,158
MRVL	Marvell Technology, Inc.	965	$287,463
NUE	Nucor Corp	1,167	$259,949
NET	Cloudflare, Inc.	945	$231,789
AAXJ	iShares MSCI All Country Asia ex Japan ETF	288	$215,680
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
COP	Conocophillips	1,549	$204,468
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $330,123,889 total · filing declares 73 positions · $330,124,524 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	55,866	-1,291	$19,948,672	+21.4%	6.04%
AVGO	Broadcom Inc. Technology	Reduced	50,354	-4,065	$19,021,223	+12.9%	5.76%
AAPL	Apple Inc. Technology	Reduced	62,128	-417	$17,977,358	+13.3%	5.45%
LLY	ELI LILLY & Co Healthcare	Reduced	12,011	-185	$14,406,354	+28.4%	4.36%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,442	-172	$12,583,465	+17.9%	3.81%
VLO	Valero Energy Corp/Tx Energy	Reduced	40,713	-1,706	$10,603,293	+1.2%	3.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	32,120	-228	$10,513,839	+10.5%	3.18%
XOM	ExxonMobil Holdings Corp Energy	Reduced	74,066	-876	$10,126,303	−20.4%	3.07%
META	Meta Platforms, Inc. Communication Services	Added	16,243	+45	$9,149,519	−1.3%	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	38,314	-52	$9,131,758	+14.3%	2.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	20,941	+2,534	$8,807,784	+28.7%	2.67%
QCOM	Qualcomm Inc/De Technology	Reduced	44,700	-359	$8,260,113	+42.3%	2.50%
BA	Boeing Co Industrials	Added	36,875	+199	$7,982,331	+9.4%	2.42%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	28,894	-155	$6,735,191	+27.2%	2.04%
FDX	Fedex Corp Industrials	Reduced	21,079	-70	$6,600,467	−12.4%	2.00%
WMT	Walmart Inc. Consumer Defensive	Reduced	56,954	-173	$6,450,610	−9.1%	1.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,640	+60	$6,211,520	−5.3%	1.88%
MSFT	Microsoft Corp Technology	Added	16,535	+630	$6,167,885	+4.8%	1.87%
UNH	Unitedhealth Group Inc Healthcare	Added	14,604	+840	$6,069,860	+63.0%	1.84%
MRK	Merck & Co., Inc. Healthcare	Added	44,060	+548	$5,661,710	+8.2%	1.72%
DIS	Walt Disney Co Communication Services	Added	57,601	+1,180	$5,544,096	+2.0%	1.68%
GLD	Spdr Gold Trust	Reduced	14,569	-127	$5,366,928	−15.1%	1.63%
SBUX	Starbucks Corp Consumer Cyclical	Added	50,977	+488	$5,209,339	+15.2%	1.58%
WFC	Wells Fargo & Company/Mn Financial Services	Added	62,997	+828	$5,206,072	+5.2%	1.58%
CVX	Chevron Corp Energy	Reduced	30,707	-104	$5,089,992	−20.2%	1.54%
RTX	RTX Corp Industrials	Added	26,269	+156	$4,984,017	−1.1%	1.51%
AXP	American Express Co Financial Services	Reduced	14,154	-130	$4,787,590	+10.8%	1.45%
ORCL	Oracle Corp Technology	Added	31,980	+504	$4,686,669	+1.2%	1.42%
OXY	Occidental Petroleum Corp /De/ Energy	Added	93,601	+914	$4,546,200	−24.5%	1.38%
C	Citigroup Inc Financial Services	Added	31,869	+209	$4,460,385	+24.2%	1.35%
AMGN	Amgen Inc Healthcare	Reduced	11,265	-3	$4,079,281	+2.9%	1.24%
KO	Coca Cola Co Consumer Defensive	Reduced	46,546	-36	$3,782,793	+6.8%	1.15%
PYPL	PayPal Holdings, Inc. Financial Services	Added	86,588	+5,785	$3,738,869	+2.3%	1.13%
HD	Home Depot, Inc. Consumer Cyclical	Added	10,524	+550	$3,711,604	+13.1%	1.12%
WMB	Williams Companies, Inc. Energy	Reduced	49,588	-1,153	$3,686,371	−0.2%	1.12%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	7,566	-268	$3,412,114	−16.7%	1.03%
COF	Capital One Financial Corp Financial Services	Reduced	16,908	-80	$3,392,082	+9.5%	1.03%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	35,183	-1,114	$3,376,864	−25.8%	1.02%
NFLX	Netflix Inc Communication Services	Added	45,597	+4,541	$3,255,625	−17.5%	0.99%
MCD	Mcdonalds Corp Consumer Cyclical	Added	11,825	+401	$3,196,415	−10.0%	0.97%
Q	Qnity Electronics, Inc. Technology	Reduced	19,397	-1,623	$3,167,724	+30.6%	0.96%
PEP	Pepsico Inc Consumer Defensive	Added	22,394	+1,023	$3,032,147	−8.6%	0.92%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	20,010	+949	$2,934,266	+6.6%	0.89%
UBER	Uber Technologies, Inc Technology	Added	36,388	+4,411	$2,625,758	+14.2%	0.80%
TGT	Target Corp Consumer Defensive	Added	19,805	+608	$2,586,731	+11.2%	0.78%
BMY	Bristol Myers Squibb Co Healthcare	Added	42,598	+759	$2,454,496	−3.3%	0.74%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	54,469	-977	$2,235,952	−23.7%	0.68%
KMB	Kimberly Clark Corp Consumer Defensive	Added	20,256	+1,321	$2,223,501	+21.7%	0.67%
LOW	Lowes Companies Inc Consumer Cyclical	Added	10,044	+4,550	$2,214,601	+70.6%	0.67%
CE	Celanese Corp Basic Materials	Added	44,737	+4,945	$2,057,902	−21.4%	0.62%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.