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Livermore
Livermore
ZHEN

Bell & Brown Wealth Advisors, LLC

SEC CIK
0001725362
Latest filing
Aug 10, 2026

The latest 13F from Bell & Brown Wealth Advisors, LLC covers Q2 2026 (filed Aug 10, 2026): 73 long positions worth $330.1M. The top 10 holdings make up 40.0% of the portfolio, and the largest is Broadcom Inc. (AVGO) at 5.8%. Livermore has 20 filings on Form 13F from this institution, going back to Q3 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$3.10M
Added
32
Est. +$5.32M
Reduced
32
Est. −$4.78M
Sold out
1
Est. −$204.5K

Top 5 holdings

Share of this quarter's portfolio value

  1. AVGOBroadcom Inc.
    5.8%$19.0MHistory
  2. GOOGLAlphabet Inc.
    5.6%$18.5MHistory
  3. AAPLApple Inc.
    5.4%$18.0MHistory
  4. LLYEli Lilly & Co
    4.4%$14.4MHistory
  5. GSGoldman Sachs Group Inc
    3.8%$12.6MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. FDXFFedEx Freight Holding Company, Inc.
    +$1.57MNewHistory
  2. TSLATesla, Inc.
    +$1.07MAddedHistory
  3. LOWLowes Companies Inc
    +$1.00MAddedHistory
  4. SPCXSpace Exploration Technologies Corp
    +$536.2KNewHistory
  5. UNHUnitedHealth Group Inc
    +$349.1KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. UNHUnitedHealth Group Inc
    +0.63 pp1.2% → 1.8%History
  2. FDXFFedEx Freight Holding Company, Inc.
    +0.48 pp0.0% → 0.5%History
  3. TSLATesla, Inc.
    +0.45 pp2.2% → 2.7%History
  4. LOWLowes Companies Inc
    +0.25 pp0.4% → 0.7%History
  5. CCitigroup Inc
    +0.19 pp1.2% → 1.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AVGOBroadcom Inc.
    −$1.54MReducedHistory
  2. GOOGLAlphabet Inc.
    −$461.7KReducedHistory
  3. VLOValero Energy Corp
    −$444.3KReducedHistory
  4. CRWDCrowdStrike Holdings, Inc.
    −$335.8KReducedHistory
  5. QQnity Electronics, Inc.
    −$265.1KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −1.06 pp4.1% → 3.1%History
  2. CVXChevron Corp
    −0.53 pp2.1% → 1.5%History
  3. BABAAlibaba Group Holding Ltd
    −0.45 pp1.5% → 1.0%History
  4. FDXFedEx Corp
    −0.44 pp2.4% → 2.0%History
  5. GLDSPDR Gold Trust
    −0.43 pp2.1% → 1.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$330.1M
+$21.8M (+7.1%) vs. prior quarter
Positions
73
+5 vs. prior quarter
Top 10 concentration
40.0%
Top 10 as share of value
Turnover
1.6%
Q2 2026, one quarter
Average holding period
10.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q3 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $330.1M (Q2 2026)

Q3 2021: $185.5MQ4 2021: $207.2MQ1 2022: $220.8MQ2 2022: $187.0MQ3 2022: $162.0MQ4 2022: $181.8MQ1 2023: $187.7MQ2 2023: $199.8MQ4 2023: $215.2MQ1 2024: $233.6MQ2 2024: $229.5MQ3 2024: $255.8MQ4 2024: $268.7MQ1 2025: $256.4MQ2 2025: $279.6MQ3 2025: $305.4MQ4 2025: $310.7MQ1 2026: $308.3MQ2 2026: $330.1M
Q3 2021Q2 2026
13F filings of Bell & Brown Wealth Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 10, 202673$330.1MAVGOGOOGLAAPLvs. Q1 2026SEC
Q1 2026May 11, 202668$308.3MAVGOAAPLGOOGLvs. Q4 2025SEC
Q4 2025May 13, 2026Amended71$310.7MAVGOGOOGLAAPLvs. Q3 2025SEC
Q3 2025Nov 7, 202572$305.4MAVGOAAPLGOOGLvs. Q2 2025SEC
Q2 2025Jul 29, 202569$279.6MAVGOAAPLMETAvs. Q1 2025SEC
Q1 2025May 7, 202569$256.4MAAPLAVGOLLYvs. Q4 2024SEC
Q4 2024May 7, 202571$268.7MAVGOAAPLLLYvs. Q3 2024SEC
Q3 2024Nov 14, 202471$255.8MAAPLAVGOLLYvs. Q2 2024SEC
Q2 2024Aug 13, 202469$229.5MLLYAAPLGOOGLvs. Q1 2024SEC
Q1 2024May 13, 202468$233.6MLLYAVGOAAPLvs. Q4 2023SEC
Q4 2023Feb 12, 202473$215.2MAAPLAVGOLLY–SEC
Q2 2023Aug 15, 202370$199.8MAAPLAVGOLLYvs. Q1 2023SEC
Q1 2023Apr 14, 202367$187.7MAAPLXOMULTAvs. Q4 2022SEC
Q4 2022Feb 10, 202371$181.8MXOMAAPLULTAvs. Q3 2022SEC
Q3 2022Oct 26, 202264$162.0MXOMAAPLLLYvs. Q2 2022SEC
Q2 2022Jul 22, 202273$187.0MAAPLXOMOXYvs. Q1 2022SEC
Q1 2022May 2, 202275$220.8MABRAAPLXOMvs. Q4 2021SEC
Q4 2021Feb 10, 202271$207.2MAAPLXOMGOOGLvs. Q3 2021SEC
Q3 2021Nov 12, 202173$185.5MAAPLGOOGLXOM–SEC