Bell & Brown Wealth Advisors, LLC
•CIK: 1725362•Filing: Q4 2025
**Bell & Brown Wealth Advisors, LLC** manages $310M across a diversified portfolio of 71 positions. The firm exhibits significant concentration in mega-cap technology and industrials, with top holdings including AVGO at $19.8M and GOOGL at $17.2M. Further notable allocations include AAPL ($16.9M), LLY ($13.6M), and GS ($11.6M). This positioning suggests a strategic focus on established market leaders across semiconductor, software, and healthcare sectors.
Total AUM
$310.3M
QoQ Performance
+1.6%
Positions
70
Top 10 Concentration
40.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
GOOGL
AAPL
AVGO6.4%
GOOGL5.5%
AAPL5.4%
LLY4.4%
GS3.7%
META3.5%
JPM3.4%
XOM2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology28.6%
Other19.1%
Consumer14.2%
Financial12.6%
Healthcare8.1%
Industrial6.4%
Energy6.4%
Communication2.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑25 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023