Bell & Brown Wealth Advisors, LLC

13F filer · CIK 0001725362

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$330MU.S. long equity reported on 13F

Positions724 new · 1 closed

Net flow last quarter+$1.67MBuys minus sells

Top 10 positions weight40.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202672 positions
AVGOBroadcom Inc.	$19M	5.76%	0.00%	-7.5%	Q3 2018
GOOGLAlphabet Inc.	$18.5M	5.61%	0.00%	-2.4%	Q1 2018
AAPLApple Inc.	$18M	5.45%	0.00%	-0.7%	Q4 2017
LLYELI LILLY & Co	$14.4M	4.36%	0.00%	-1.5%	Q4 2017
GSGoldman Sachs Group Inc	$12.6M	3.81%	0.00%	-1.4%	Q4 2017
VLOValero Energy Corp	$10.6M	3.21%	0.01%	-4.0%	Q4 2017
JPMJPMorgan Chase & Co	$10.5M	3.18%	0.00%	-0.7%	Q4 2017
XOMExxonMobil Holdings Corp	$10.1M	3.07%	0.00%	-1.2%	Q4 2017
METAMeta Platforms, Inc.	$9.15M	2.77%	Not reported	+0.3%	Q4 2017
AMZNAmazon Com Inc	$9.13M	2.77%	0.00%	-0.1%	Q2 2018
TSLATesla, Inc.	$8.81M	2.67%	0.00%	+13.8%	Q4 2019
QCOMQualcomm Inc	$8.26M	2.50%	0.00%	-0.8%	Q4 2017
BABoeing Co	$7.98M	2.42%	0.00%	+0.5%	Q4 2017
WSMWilliams Sonoma Inc	$6.74M	2.04%	0.02%	-0.5%	Q4 2017
FDXFedex Corp	$6.6M	2.00%	0.01%	-0.3%	Q4 2017
WMTWalmart Inc.	$6.45M	1.95%	0.00%	-0.3%	Q4 2017
COSTCostco Wholesale Corp	$6.21M	1.88%	0.00%	+0.9%	Q1 2020
MSFTMicrosoft Corp	$6.17M	1.87%	0.00%	+4.0%	Q4 2017
UNHUnitedhealth Group Inc	$6.07M	1.84%	0.00%	+6.1%	Q4 2025
MRKMerck & Co., Inc.	$5.66M	1.72%	0.00%	+1.3%	Q4 2017
DISWalt Disney Co	$5.54M	1.68%	0.00%	+2.1%	Q4 2017
GLDSPDR Gold Trust	$5.37M	1.63%	0.00%	-0.9%	Q1 2020
SBUXStarbucks Corp	$5.21M	1.58%	0.00%	+1.0%	Q4 2017
WFCWells Fargo & Company	$5.21M	1.58%	0.00%	+1.3%	Q4 2017
CVXChevron Corp	$5.09M	1.54%	0.00%	-0.3%	Q4 2017
RTXRTX Corp	$4.98M	1.51%	0.00%	+0.6%	Q2 2020
AXPAmerican Express Co	$4.79M	1.45%	0.00%	-0.9%	Q4 2017
ORCLOracle Corp	$4.69M	1.42%	0.00%	+1.6%	Q4 2017
OXYOccidental Petroleum Corp	$4.55M	1.38%	0.01%	+1.0%	Q4 2019
CCitigroup Inc	$4.46M	1.35%	0.00%	+0.7%	Q4 2017
AMGNAmgen Inc	$4.08M	1.24%	0.00%	0.0%	Q4 2017
KOCoca Cola Co	$3.78M	1.15%	0.00%	-0.1%	Q4 2017
PYPLPayPal Holdings, Inc.	$3.74M	1.13%	0.01%	+7.2%	Q4 2017
HDHome Depot, Inc.	$3.71M	1.12%	0.00%	+5.5%	Q4 2017
WMBWilliams Companies, Inc.	$3.69M	1.12%	0.00%	-2.3%	Q3 2018
ULTAUlta Beauty, Inc.	$3.41M	1.03%	0.02%	-3.4%	Q3 2019
COFCapital One Financial Corp	$3.39M	1.03%	0.00%	-0.5%	Q2 2025
BABAAlibaba Group Holding Ltd	$3.38M	1.02%	0.00%	-3.1%	Q4 2017
NFLXNetflix Inc	$3.26M	0.99%	0.00%	+11.1%	Q1 2018
MCDMcdonalds Corp	$3.2M	0.97%	0.00%	+3.5%	Q4 2017
QQnity Electronics, Inc.	$3.17M	0.96%	0.01%	-7.7%	Q4 2025
PEPPepsico Inc	$3.03M	0.92%	0.00%	+4.8%	Q4 2017
PGPROCTER & GAMBLE Co	$2.93M	0.89%	0.00%	+5.0%	Q4 2017
UBERUber Technologies, Inc	$2.63M	0.80%	0.00%	+13.8%	Q4 2024
TGTTarget Corp	$2.59M	0.78%	0.00%	+3.2%	Q4 2017
BMYBristol Myers Squibb Co	$2.45M	0.74%	0.00%	+1.8%	Q4 2017
NKENIKE, Inc.	$2.24M	0.68%	0.00%	-1.8%	Q4 2017
KMBKimberly Clark Corp	$2.22M	0.67%	0.01%	+7.0%	Q2 2018
LOWLowes Companies Inc	$2.21M	0.67%	0.00%	+82.8%	Q4 2017
CECelanese Corp	$2.06M	0.62%	0.04%	+12.4%	Q4 2017

Q1 2026Reported May 11, 202668 positions
AVGOBroadcom Inc.	$16.8M	5.46%	0.00%	-4.8%	Q3 2018
AAPLApple Inc.	$15.9M	5.15%	0.00%	+0.5%	Q4 2017
GOOGLAlphabet Inc.	$15.3M	4.96%	0.00%	-3.5%	Q1 2018
XOMExxonMobil Holdings Corp	$12.7M	4.12%	0.00%	-0.1%	Q4 2017
LLYELI LILLY & Co	$11.2M	3.64%	0.00%	-3.6%	Q4 2017
GSGoldman Sachs Group Inc	$10.7M	3.46%	0.00%	-4.7%	Q4 2017
VLOValero Energy Corp	$10.5M	3.40%	0.01%	-1.6%	Q4 2017
METAMeta Platforms, Inc.	$9.54M	3.09%	Not reported	-1.5%	Q4 2017
JPMJPMorgan Chase & Co	$9.52M	3.09%	0.00%	-1.4%	Q4 2017
AMZNAmazon Com Inc	$7.99M	2.59%	0.00%	+1.0%	Q2 2018
FDXFedex Corp	$7.53M	2.44%	0.01%	-0.7%	Q4 2017
BABoeing Co	$7.3M	2.37%	0.00%	+1.1%	Q4 2017
WMTWalmart Inc.	$7.1M	2.30%	0.00%	-0.7%	Q4 2017
TSLATesla, Inc.	$6.84M	2.22%	0.00%	+33.6%	Q4 2019
COSTCostco Wholesale Corp	$6.56M	2.13%	0.00%	+1.9%	Q1 2020
CVXChevron Corp	$6.37M	2.07%	0.00%	+1.0%	Q4 2017
GLDSPDR Gold Trust	$6.32M	2.05%	0.00%	-0.8%	Q1 2020
OXYOccidental Petroleum Corp	$6.02M	1.95%	0.01%	-0.4%	Q4 2019
MSFTMicrosoft Corp	$5.89M	1.91%	0.00%	+4.8%	Q4 2017
QCOMQualcomm Inc	$5.82M	1.89%	0.00%	-1.4%	Q4 2017
DISWalt Disney Co	$5.45M	1.77%	0.00%	+2.5%	Q4 2017
WSMWilliams Sonoma Inc	$5.3M	1.72%	0.02%	-2.4%	Q4 2017
MRKMerck & Co., Inc.	$5.23M	1.70%	0.00%	0.0%	Q4 2017
RTXRTX Corp	$5.04M	1.63%	0.00%	-0.7%	Q2 2020
WFCWells Fargo & Company	$4.95M	1.61%	0.00%	-8.9%	Q4 2017
ORCLOracle Corp	$4.63M	1.50%	0.00%	+2.4%	Q4 2017
BABAAlibaba Group Holding Ltd	$4.55M	1.48%	0.00%	-2.9%	Q4 2017
SBUXStarbucks Corp	$4.52M	1.47%	0.00%	+0.7%	Q4 2017
AXPAmerican Express Co	$4.32M	1.40%	0.00%	-2.2%	Q4 2017
ULTAUlta Beauty, Inc.	$4.09M	1.33%	0.02%	-41.1%	Q3 2019
AMGNAmgen Inc	$3.98M	1.29%	0.00%	-0.3%	Q4 2017
NFLXNetflix Inc	$3.95M	1.28%	0.00%	+126.0%	Q1 2018
UNHUnitedhealth Group Inc	$3.72M	1.21%	0.00%	+684.3%	Q4 2025
WMBWilliams Companies, Inc.	$3.69M	1.20%	0.00%	-0.9%	Q3 2018
PYPLPayPal Holdings, Inc.	$3.65M	1.19%	0.01%	+3.5%	Q4 2017
CCitigroup Inc	$3.59M	1.16%	0.00%	0.0%	Q4 2017
MCDMcdonalds Corp	$3.55M	1.15%	0.00%	+0.8%	Q4 2017
KOCoca Cola Co	$3.54M	1.15%	0.00%	0.0%	Q4 2017
PEPPepsico Inc	$3.32M	1.08%	0.00%	+2.2%	Q4 2017
HDHome Depot, Inc.	$3.28M	1.06%	0.00%	+1.4%	Q4 2017
COFCapital One Financial Corp	$3.1M	1.01%	0.00%	-0.5%	Q2 2025
NKENIKE, Inc.	$2.93M	0.95%	0.00%	+54.3%	Q4 2017
PGPROCTER & GAMBLE Co	$2.75M	0.89%	0.00%	+2.8%	Q4 2017
CECelanese Corp	$2.62M	0.85%	0.04%	+28.0%	Q4 2017
BMYBristol Myers Squibb Co	$2.54M	0.82%	0.00%	+0.2%	Q4 2017
QQnity Electronics, Inc.	$2.43M	0.79%	0.01%	+3.8%	Q4 2025
TKTeekay Corp Ltd	$2.42M	0.78%	0.23%	+0.2%	Q4 2017
TGTTarget Corp	$2.33M	0.76%	0.00%	-3.8%	Q4 2017
UBERUber Technologies, Inc	$2.3M	0.75%	0.00%	+5.2%	Q4 2024
DDDuPont de Nemours, Inc.	$1.99M	0.64%	0.01%	+7.0%	Q3 2019

Q4 2025Reported May 13, 202671 positions
AVGOBroadcom Inc.	$19.8M	6.37%	0.00%	-7.1%	Q3 2018
GOOGLAlphabet Inc.	$17.2M	5.55%	0.00%	-3.4%	Q1 2018
AAPLApple Inc.	$16.9M	5.45%	0.00%	-0.6%	Q4 2017
LLYELI LILLY & Co	$13.6M	4.38%	0.00%	-2.2%	Q4 2017
GSGoldman Sachs Group Inc	$11.6M	3.74%	0.00%	-4.5%	Q4 2017
METAMeta Platforms, Inc.	$10.9M	3.49%	Not reported	-2.1%	Q4 2017
JPMJPMorgan Chase & Co	$10.6M	3.40%	0.00%	-2.2%	Q4 2017
XOMExxonMobil Holdings Corp	$9.03M	2.91%	0.00%	-0.4%	Q4 2017
AMZNAmazon Com Inc	$8.77M	2.82%	0.00%	-0.2%	Q2 2018
ULTAUlta Beauty, Inc.	$8.05M	2.59%	0.03%	-6.3%	Q3 2019
BABoeing Co	$7.87M	2.53%	0.00%	+0.4%	Q4 2017
QCOMQualcomm Inc	$7.81M	2.51%	0.00%	-0.1%	Q4 2017
MSFTMicrosoft Corp	$7.34M	2.36%	0.00%	-5.7%	Q4 2017
VLOValero Energy Corp	$7.02M	2.26%	0.01%	+0.3%	Q4 2017
WMTWalmart Inc.	$6.41M	2.06%	0.00%	-0.8%	Q4 2017
WFCWells Fargo & Company	$6.36M	2.05%	0.00%	-24.9%	Q4 2017
DISWalt Disney Co	$6.26M	2.02%	0.00%	+2.1%	Q4 2017
TSLATesla, Inc.	$6.2M	1.99%	0.00%	+1.1%	Q4 2019
FDXFedex Corp	$6.15M	1.98%	0.01%	+2.5%	Q4 2017
ORCLOracle Corp	$5.99M	1.93%	0.00%	+2.5%	Q4 2017
GLDSPDR Gold Trust	$5.87M	1.89%	0.00%	-1.6%	Q1 2020
COSTCostco Wholesale Corp	$5.57M	1.79%	0.00%	+2.9%	Q1 2020
BABAAlibaba Group Holding Ltd	$5.48M	1.76%	0.00%	-4.2%	Q4 2017
AXPAmerican Express Co	$5.4M	1.74%	0.00%	-1.0%	Q4 2017
WSMWilliams Sonoma Inc	$5.32M	1.71%	0.02%	-3.5%	Q4 2017
RTXRTX Corp	$4.82M	1.55%	0.00%	+0.1%	Q2 2020
CVXChevron Corp	$4.65M	1.50%	0.00%	+3.2%	Q4 2017
MRKMerck & Co., Inc.	$4.58M	1.47%	0.00%	-0.4%	Q4 2017
PYPLPayPal Holdings, Inc.	$4.56M	1.47%	0.01%	+4.1%	Q4 2017
SBUXStarbucks Corp	$4.22M	1.36%	0.00%	+2.2%	Q4 2017
COFCapital One Financial Corp	$4.14M	1.33%	0.00%	-2.2%	Q2 2025
OXYOccidental Petroleum Corp	$3.82M	1.23%	0.01%	+3.8%	Q4 2019
AMGNAmgen Inc	$3.7M	1.19%	0.00%	+0.3%	Q4 2017
CCitigroup Inc	$3.69M	1.19%	0.00%	+3.2%	Q4 2017
MCDMcdonalds Corp	$3.46M	1.11%	0.00%	+4.9%	Q4 2017
HDHome Depot, Inc.	$3.39M	1.09%	0.00%	+2.9%	Q4 2017
KOCoca Cola Co	$3.26M	1.05%	0.00%	+3.6%	Q4 2017
WMBWilliams Companies, Inc.	$3.08M	0.99%	0.00%	-1.3%	Q3 2018
PEPPepsico Inc	$3M	0.97%	0.00%	+3.4%	Q4 2017
PGPROCTER & GAMBLE Co	$2.66M	0.85%	0.00%	+1.7%	Q4 2017
UBERUber Technologies, Inc	$2.48M	0.80%	0.00%	+1.6%	Q4 2024
NKENIKE, Inc.	$2.29M	0.74%	0.00%	+4.5%	Q4 2017
BMYBristol Myers Squibb Co	$2.25M	0.73%	0.00%	-2.1%	Q4 2017
TGTTarget Corp	$1.95M	0.63%	0.00%	-4.1%	Q4 2017
TKTeekay Corp Ltd	$1.78M	0.57%	0.23%	-2.5%	Q4 2017
NFLXNetflix Inc	$1.7M	0.55%	0.00%	+35.7%	Q1 2018
KMBKimberly Clark Corp	$1.69M	0.54%	0.01%	-3.2%	Q2 2018
QQnity Electronics, Inc.	$1.65M	0.53%	0.01%	+9.9%	Q4 2025
DDDuPont de Nemours, Inc.	$1.63M	0.52%	0.01%	+10.0%	Q3 2019
CTVACorteva, Inc.	$1.54M	0.50%	0.00%	-10.5%	Q4 2019

Q3 2025Reported Nov 7, 202572 positions
AVGOBroadcom Inc.	$20.3M	6.65%	0.00%	-4.4%	Q3 2018
AAPLApple Inc.	$15.9M	5.22%	0.00%	+0.4%	Q4 2017
GOOGLAlphabet Inc.	$13.9M	4.54%	0.00%	-1.7%	Q1 2018
METAMeta Platforms, Inc.	$12.3M	4.04%	Not reported	-1.5%	Q4 2017
GSGoldman Sachs Group Inc	$11M	3.61%	0.00%	-3.1%	Q4 2017
JPMJPMorgan Chase & Co	$10.6M	3.46%	0.00%	-1.3%	Q4 2017
LLYELI LILLY & Co	$9.87M	3.23%	0.00%	+2.9%	Q4 2017
XOMExxonMobil Holdings Corp	$8.49M	2.78%	0.00%	+1.3%	Q4 2017
ORCLOracle Corp	$8.44M	2.76%	0.00%	-1.5%	Q4 2017
AMZNAmazon Com Inc	$8.36M	2.74%	0.00%	+0.3%	Q2 2018
MSFTMicrosoft Corp	$8.34M	2.73%	0.00%	-0.5%	Q4 2017
BABoeing Co	$7.8M	2.55%	0.00%	-1.2%	Q4 2017
ULTAUlta Beauty, Inc.	$7.76M	2.54%	0.03%	-2.0%	Q3 2019
WFCWells Fargo & Company	$7.62M	2.50%	0.00%	-0.3%	Q4 2017
QCOMQualcomm Inc	$7.6M	2.49%	0.00%	+0.4%	Q4 2017
VLOValero Energy Corp	$7.32M	2.40%	0.01%	+0.8%	Q4 2017
BABAAlibaba Group Holding Ltd	$6.97M	2.28%	0.00%	0.0%	Q4 2017
DISWalt Disney Co	$6.17M	2.02%	0.00%	+0.4%	Q4 2017
TSLATesla, Inc.	$6.06M	1.98%	0.00%	+3.7%	Q4 2019
WSMWilliams Sonoma Inc	$6.03M	1.97%	0.03%	-0.6%	Q4 2017
WMTWalmart Inc.	$5.98M	1.96%	0.00%	+0.5%	Q4 2017
COSTCostco Wholesale Corp	$5.81M	1.90%	0.00%	+0.5%	Q1 2020
GLDSPDR Gold Trust	$5.35M	1.75%	0.00%	0.0%	Q1 2020
PYPLPayPal Holdings, Inc.	$5.03M	1.65%	0.01%	+1.5%	Q4 2017
FDXFedex Corp	$4.9M	1.60%	0.01%	+1.5%	Q4 2017
AXPAmerican Express Co	$4.9M	1.60%	0.00%	+0.6%	Q4 2017
CVXChevron Corp	$4.59M	1.50%	0.00%	+0.5%	Q4 2017
RTXRTX Corp	$4.4M	1.44%	0.00%	-2.0%	Q2 2020
OXYOccidental Petroleum Corp	$4.23M	1.39%	0.01%	+3.0%	Q4 2019
SBUXStarbucks Corp	$4.15M	1.36%	0.00%	+1.0%	Q4 2017
HDHome Depot, Inc.	$3.87M	1.27%	0.00%	-0.6%	Q4 2017
COFCapital One Financial Corp	$3.71M	1.22%	0.00%	-0.2%	Q2 2025
MRKMerck & Co., Inc.	$3.66M	1.20%	0.00%	+0.3%	Q4 2017
WMBWilliams Companies, Inc.	$3.45M	1.13%	0.00%	+1.1%	Q3 2018
MCDMcdonalds Corp	$3.28M	1.08%	0.00%	+0.8%	Q4 2017
AMGNAmgen Inc	$3.18M	1.04%	0.00%	+1.2%	Q4 2017
CCitigroup Inc	$3.11M	1.02%	0.00%	-1.0%	Q4 2017
KOCoca Cola Co	$2.98M	0.98%	0.00%	-0.7%	Q4 2017
UBERUber Technologies, Inc	$2.93M	0.96%	0.00%	-0.4%	Q4 2024
DDDuPont de Nemours, Inc.	$2.87M	0.94%	0.01%	+0.4%	Q3 2019
PEPPepsico Inc	$2.84M	0.93%	0.00%	+1.4%	Q4 2017
PGPROCTER & GAMBLE Co	$2.8M	0.92%	0.00%	+0.9%	Q4 2017
NKENIKE, Inc.	$2.4M	0.79%	0.00%	+1.6%	Q4 2017
KMBKimberly Clark Corp	$2.15M	0.70%	0.01%	-0.1%	Q2 2018
BMYBristol Myers Squibb Co	$1.93M	0.63%	0.00%	+0.5%	Q4 2017
TGTTarget Corp	$1.87M	0.61%	0.00%	+5.3%	Q4 2017
CTVACorteva, Inc.	$1.73M	0.57%	0.00%	-0.5%	Q4 2019
TKTeekay Corp Ltd	$1.66M	0.54%	0.24%	+1.0%	Q4 2017
NFLXNetflix Inc	$1.61M	0.53%	0.00%	-0.3%	Q1 2018
LOWLowes Companies Inc	$1.38M	0.45%	0.00%	+0.9%	Q4 2017

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