Bell & Brown Wealth Advisors, LLC 13F Holdings

CIK 0001725362 · Newport Beach, CA

As of Sep 30, 2025, Bell & Brown Wealth Advisors, LLC reported 72 positions worth $305.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology61,534$20.3M6.65%
APPLE INCAAPLTechnology62,611 5.9M5.22%
ALPHABET INCGOOGLEquity57,035 3.9M4.54%
META PLATFORMS INCMETACommunication Services16,794 2.3M4.04%
GOLDMAN SACHS GROUP INCGSFinancial Services13,847 1.0M3.61%
JPMORGAN CHASE & COJPMFinancial Services33,538 0.6M3.46%
ELI LILLY & COLLYHealthcare12,940$9.9M3.23%
EXXON MOBIL CORPXOMEnergy75,299$8.5M2.78%
ORACLE CORPORCLTechnology30,003$8.4M2.76%
AMAZON.COM INCAMZNEquity38,083$8.4M2.74%
MICROSOFT CORPMSFTTechnology16,107$8.3M2.73%
BOEING COBAIndustrials36,135$7.8M2.55%
ULTA BEAUTY INCULTAConsumer Cyclical14,198$7.8M2.54%
WELLS FARGO & COMPANYWFCFinancial Services90,914$7.6M2.50%
QUALCOMM INCQCOMTechnology45,700$7.6M2.49%
VALERO ENERGY CORPVLOEnergy42,985$7.3M2.40%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical39,004$7.0M2.28%
WALT DISNEY CODISCommunication Services53,880$6.2M2.02%
TESLA INCTSLAConsumer Cyclical13,627$6.1M1.98%
WILLIAMS SONOMA INCWSMConsumer Cyclical30,836$6.0M1.97%
WALMART INCWMTConsumer Defensive57,993$6.0M1.96%
COSTCO WHOLESALE CORPCOSTConsumer Defensive6,281$5.8M1.90%
SPDR GOLD TRUSTGQ9—15,060$5.4M1.75%
PAYPAL HOLDINGS INCPYPLFinancial Services74,960$5.0M1.65%
FEDEX CORPFDXIndustrials20,786$4.9M1.60%