StockDriftsStockDriftsTop 50 Bellars Harris Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INCORPORATED | 3% | 13.8K | $14.7M | new | $866.17(-1.20%) | 2026-06-30 | |
| BALT | INNOVATOR DEFINED WEALTH SHLD ETF | 2.97% | 426.3K | $14.6M | new | $33.85(+2.45%) | 2026-06-30 | |
| CSCO | CISCO SYSTEMS INCORPORATED | 2.7% | 112.9K | $13.3M | new | $97.25(+24.49%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 2.65% | 39.8K | $13.0M | new | $305.55(+18.31%) | 2026-06-30 | |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | 2.25% | 75.6K | $11.1M | new | $136.35(+13.39%) | 2026-06-30 | |
| WELL | WELLTOWER INCORPORATED REIT | 2.16% | 46.8K | $10.6M | new | $211.14(+8.10%) | 2026-06-30 | |
| WMB | WILLIAMS COMPANIES INCORPORATED | 2.15% | 142.2K | $10.6M | new | $73.40(-1.36%) | 2026-06-30 | |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | 2.11% | 75.8K | $10.4M | new | $133.96(-8.06%) | 2026-06-30 | |
| BK | BANK OF NY MELLON CORPORATION | 2.1% | 71.4K | $10.3M | new | $129.49(+11.05%) | 2026-06-30 | |
| MRK | MERCK & COMPANY INCORPORATED | 2.09% | 79.8K | $10.3M | new | $123.30(+7.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bellars Harris Wealth Management, LLC reports $491.28M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are CAT (3.0%), BALT (3.0%) and CSCO (2.7%). The top 20 holdings account for 43.41% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Bellars Harris Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2136908). View Bellars Harris Wealth Management, LLC’s 13F filings on SEC