Bell & Brown Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The Newport Beach, California-based firm reported ownership of 72 distinct securities, with a total value of approximately $319.8 million.
The filing lists the firm’s Chief Compliance Officer, Lantz Bell, as the authorized representative. The report covers the firm’s portfolio activity through the end of the third quarter of 2026.
The top holdings in the portfolio include Apple Inc., with 58,851 shares, and Alphabet Inc. Class A shares, with 48,635 shares. Other significant positions include Broadcom Inc. (47,349 shares), Valero Energy Corp. (37,147 shares), and Eli Lilly & Co. (11,178 shares). ExxonMobil Holdings Corp. and Meta Platforms Inc. Class A also appear among the largest positions, with 69,410 and 15,382 shares, respectively.
The portfolio is diversified across various sectors, including technology, healthcare, energy, and consumer goods. Major holdings also include JPMorgan Chase & Co., Amazon.com Inc., Microsoft Corp., and Tesla Inc. The filing also includes positions in financial institutions such as Goldman Sachs Group Inc. and Wells Fargo & Co., as well as commodities exposure via SPDR Gold Shares.
