StockDriftsStockDriftsTop 50 Bell & Brown Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.13% | 58.9K | $19.6M | -5.27%(-3.28K) | $64.74(+429.76%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.23% | 48.6K | $16.7M | -6.23%(-3.23K) | $67.13(+412.73%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 5.2% | 47.3K | $16.6M | -5.97%(-3.00K) | $24.20(+1282.54%) | 2026-09-30 | |
| VLO | VALERO ENERGY CORP | 4.5% | 37.1K | $14.4M | -8.76%(-3.57K) | $78.49(+452.04%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 4.04% | 11.2K | $12.9M | -6.94%(-833) | $131.13(+845.85%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.49% | 15.4K | $11.2M | -5.30%(-861) | $213.51(+230.39%) | 2026-09-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.22% | 11.4K | $10.3M | -8.06%(-1.00K) | $378.41(+131.44%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 3.13% | 30.3K | $10.0M | -5.80%(-1.86K) | $112.20(+197.26%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.85% | 36.6K | $9.1M | -4.42%(-1.69K) | $112.49(+133.31%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.61% | 16.3K | $8.3M | -1.68%(-277) | $182.47(+192.39%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.78% | +63.39% | +13.42% | +87.67% |
| Top 20 Holdings Unweighted | +15.51% | +54.14% | +11.61% | +73.21% |
Bell & Brown Wealth Advisors LLC reports $319.77M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.1%), GOOGL (5.2%) and AVGO (5.2%). The top 20 holdings account for 60.59% of reported assets. Its disclosed equity book has returned +63.39% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Bell & Brown Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
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