Lantz Bell

Bell & Brown Wealth Advisors, Llc

Assets Managed

$308.292M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 29d ago

Growth Rate

-0.63%(2Q avg: 0.48%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bell & Brown Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Bell & Brown Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 308.292M in assets, with a quarterly growth rate of -0.63% and a 2-quarter average growth rate of 0.48%. The portfolio is managed by Lantz Bell, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AVGO Broadcom Inc Recent Activity Decreased -4.78%	5.47%	$16.843M 54,419 shares@ $309.51 avg price	Decreased -4.78%
AAPL Apple Inc Recent Activity Increased 0.57%	5.15%	$15.873M 62,545 shares@ $253.79 avg price	Increased 0.57%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -3.33%	4.96%	$15.286M 53,158 shares@ $287.57 avg price	Decreased -3.33%
XOM Exxon Mobil Corp Recent Activity	4.13%	$12.715M 74,942 shares@ $169.67 avg price
LLY Eli Lilly & Co Recent Activity Decreased -3.52%	3.64%	$11.217M 12,196 shares@ $919.75 avg price	Decreased -3.52%
GS Goldman Sachs Group Inc Recent Activity Decreased -4.58%	3.47%	$10.672M 12,614 shares@ $846.03 avg price	Decreased -4.58%
VLO Valero Energy Corp Recent Activity Decreased -1.52%	3.4%	$10.481M 42,419 shares@ $247.08 avg price	Decreased -1.52%
META Meta Platforms Inc-class A Recent Activity Decreased -1.3%	3.1%	$9.538M 16,198 shares@ $588.82 avg price	Decreased -1.3%
JPM Jpmorgan Chase & Co Recent Activity Decreased -1.29%	3.09%	$9.515M 32,348 shares@ $294.16 avg price	Decreased -1.29%
AMZN Amazon.com Inc Recent Activity Increased 1.24%	2.6%	$7.99M 38,366 shares@ $208.28 avg price	Increased 1.24%

1-10 of 68