StockDriftsStockDriftsTop 50 Bell & Brown Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.76% | 50.4K | $19.0M | -7.47%(-4.07K) | $24.20(+1527.00%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.61% | 51.9K | $18.5M | -2.43%(-1.29K) | $69.20(+398.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.45% | 62.1K | $18.0M | -0.67%(-417) | $64.74(+371.74%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.36% | 12.0K | $14.4M | -1.52%(-185) | $131.13(+799.37%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.81% | 12.4K | $12.6M | -1.36%(-172) | $378.41(+176.79%) | 2026-06-30 | |
| VLO | VALERO ENERGY CORP | 3.21% | 40.7K | $10.6M | -4.02%(-1.71K) | $78.49(+342.63%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.18% | 32.1K | $10.5M | -0.70%(-228) | $112.20(+225.06%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 3.07% | 74.1K | $10.1M | -1.17%(-876) | $64.14(+150.77%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.77% | 16.2K | $9.1M | +0.28%(+45) | $213.51(+171.78%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.77% | 38.3K | $9.1M | -0.14%(-52) | $112.49(+133.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.54% | +66.59% | +16.13% | +111.18% |
| Top 20 Holdings Unweighted | +16.42% | +57.78% | +14.01% | +92.65% |
Bell & Brown Wealth Advisors, LLC reports $330.12M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are AVGO (5.8%), GOOGL (5.6%) and AAPL (5.5%). The top 20 holdings account for 60.88% of reported assets. Its disclosed equity book has returned +66.59% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bell & Brown Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1725362). View Bell & Brown Wealth Advisors, LLC’s 13F filings on SEC