Blue Bell Private Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 762 separate positions held by the firm.
The portfolio is heavily weighted toward technology and consumer staples companies. Apple Inc. is the largest individual holding, with 9,914,931 shares. Other significant technology positions include Broadcom Inc. (427,417 shares), Cisco Systems Inc. (656,583 shares), and Amazon.com Inc. (3,425,563 shares). The firm also holds substantial positions in consumer goods companies such as Costco Wholesale Corporation (383,253 shares) and Coca-Cola Co. (69,639 shares).
In addition to individual stocks, the filing reveals significant exposure to exchange-traded funds (ETFs) and closed-end funds (CEFs). The firm holds multiple funds from the BlackRock family, including BlackRock Science & Technology Shares Beneficial Interest CEF (5,596,569 shares) and BlackRock Enhanced Global Com CEF (819,819 shares). It also holds various funds focused on emerging markets, healthcare, and precious metals, such as Abrdn Emerging Markets Ex China Com CEF (40,290 shares) and Abrdn Physical Gold Shares ETF (2,262,911 shares).
Blue Bell Private Wealth Management is headquartered in Blue Bell, Pennsylvania, and is managed by Justin Capetola, the Chief Compliance Officer.
