Bell & Brown Wealth Advisors, LLC

CIK

1725362

Location

NEWPORT BEACH, CA

Portfolio Value

Micro $6,201,642

Diversification

Diversified

Filing Date

Global Rank

#3,071 / 8,232 ▲ 162

Top Industry

Internet Content & Information 8.2%

3Y Alpha vs SPY

-0.6%

Period ended 2 months ago

Filed May 11, 2026 · 34d

21 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.6%

SPY

+76.3%

Annualised alpha

-0.6%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

−0.9 pts

Top 5

23.4%

−2.1 pts

Top 10

39.1%

−1.8 pts

HHI

255

Diversified−20

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	18.1%	$55,476,303	10
Consumer Cyclical	14.5%	$44,359,423	10
Energy	13.7%	$41,909,581	7
Financial Services	13.5%	$41,501,496	10
Communication Services	11.1%	$33,938,864	4
Healthcare	9.0%	$27,706,487	7
Consumer Defensive	8.9%	$27,424,020	7
Industrials	7.1%	$21,752,808	6
Unclassified	2.1%	$6,563,070	2
Basic Materials	2.0%	$6,201,642	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+22,891	41,056	$3,947,534
NKE	NIKE, Inc.	+19,509	55,446	$2,928,657
UNH	Unitedhealth Group Inc	+12,009	13,764	$3,724,400
CE	Celanese Corp	+8,700	39,792	$2,617,119
TSLA	Tesla, Inc.	+4,631	18,407	$6,842,802
DD	DuPont de Nemours, Inc.	+2,826	43,381	$1,986,849
PYPL	PayPal Holdings, Inc.	+2,736	80,803	$3,654,719
KMB	Kimberly Clark Corp	+2,216	18,935	$1,826,659
UBER	Uber Technologies, Inc	+1,573	31,977	$2,300,105
DIS	Walt Disney Co	+1,386	56,421	$5,437,855
Q	Qnity Electronics, Inc.	+763	21,020	$2,425,287
ORCL	Oracle Corp	+731	31,476	$4,630,434
MSFT	Microsoft Corp	+722	15,905	$5,887,553
PG	PROCTER & GAMBLE Co	+526	19,061	$2,753,170
TK	Teekay Corp Ltd	+482	197,968	$2,417,189
PEP	Pepsico Inc	+449	21,371	$3,318,702
BA	Boeing Co	+413	36,676	$7,299,624
AMZN	Amazon Com Inc	+368	38,366	$7,990,486
SBUX	Starbucks Corp	+352	50,489	$4,523,309
CVX	Chevron Corp	+299	30,811	$6,374,795
AAPL	Apple Inc.	+299	62,545	$15,873,295
JNJ	Johnson & Johnson	+229	1,852	$452,702
HD	Home Depot, Inc.	+135	9,974	$3,280,348
COST	Costco Wholesale Corp /New	+120	6,580	$6,556,509
CRWD	CrowdStrike Holdings, Inc.	+100	1,089	$425,156
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CTVA	Corteva, Inc.	−8,196	14,754	$1,235,057
IBRX	ImmunityBio, Inc.	−7,600	75,050	$575,633
WFC	Wells Fargo & Company/Mn	−6,105	62,169	$4,949,274
ULTA	Ulta Beauty, Inc.	−5,469	7,834	$4,094,910
AVGO	Broadcom Inc.	−2,737	54,419	$16,843,224
GOOGL	Alphabet Inc.	−1,934	53,158	$15,286,114
BABA	Alibaba Group Holding Ltd	−1,078	36,297	$4,553,821
NVDA	Nvidia Corp	−805	5,458	$951,875
TGT	Target Corp	−767	19,197	$2,326,676
WSM	Williams Sonoma Inc	−713	29,049	$5,296,504
VLO	Valero Energy Corp/Tx	−695	42,419	$10,480,886
QCOM	Qualcomm Inc/De	−617	45,059	$5,802,698
GS	Goldman Sachs Group Inc	−616	12,614	$10,671,317
LLY	ELI LILLY & Co	−455	12,196	$11,217,514
JPM	Jpmorgan Chase & Co	−450	32,348	$9,515,487
WMB	Williams Companies, Inc.	−440	50,741	$3,692,929
WMT	Walmart Inc.	−410	57,127	$7,099,743
OXY	Occidental Petroleum Corp /De/	−322	92,687	$6,024,655
AXP	American Express Co	−316	14,284	$4,320,624
META	Meta Platforms, Inc.	−239	16,198	$9,267,361
RTX	RTX Corp	−192	26,113	$5,037,197
FDX	Fedex Corp	−158	21,149	$7,532,850
GEV	GE Vernova Inc.	−156	606	$528,977
GLD	Spdr Gold Trust	−119	14,696	$6,323,541
COF	Capital One Financial Corp	−92	16,988	$3,099,120
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

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

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
LULU	lululemon athletica inc.	5,652	$1,174,542
DOW	Dow Inc.	11,199	$261,832
SHOP	Shopify Inc.	1,455	$234,211
NUE	Nucor Corp	1,269	$206,986
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $6,201,642 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CE	Celanese Corp Basic Materials	Added	39,792	+8,700	$2,617,119	+99.1%	42.20%
DD	DuPont de Nemours, Inc. Basic Materials	Added	43,381	+2,826	$1,986,849	+21.9%	32.04%
CTVA	Corteva, Inc. Basic Materials	Reduced	14,754	-8,196	$1,235,057	−19.7%	19.91%
IOSP	Innospec Inc. Basic Materials	Held	4,966	0	$362,617	−4.6%	5.85%