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Disclosery

13F-HR filed by Bell & Brown Wealth Advisors, LLC

Bell & Brown Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-11, with 68 holding rows worth $308,292,498.

Accession
0001725362-26-000004
Filer
CIK 1725362
Filed
2026-05-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 68 entries on the cover page, a total value of $308,292,498 stated on the cover page (in dollars after the unit check, H1), rows summing to $308,292,498 with VALUE read as dollars as filed, 13F file number 028-18402. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Broadcom Inc.11135F101COM54,419$16,843,107dollars as filed
Apple Inc037833100COM62,545$15,873,203dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM53,158$15,286,179dollars as filed
EXXON MOBIL CORP30231G102COM74,942$12,714,671dollars as filed
Eli Lilly and Company532457108COM12,196$11,217,263dollars as filed
Goldman Sachs Group,Inc.38141G104COM12,614$10,671,723dollars as filed
VALERO ENERGY CORP COM91913Y100Stock42,419$10,480,711dollars as filed
META PLATFORMS INC CL A30303M102COM16,198$9,537,594dollars as filed
JPMorgan Chase & Co46625H100COM32,348$9,515,434dollars as filed
Amazon.com, Inc023135106COM38,366$7,990,487dollars as filed
FEDEX CORP COM31428X106Stock21,149$7,532,825dollars as filed
Boeing Company097023105COM36,676$7,299,560dollars as filed
Walmart Inc.931142103COM57,127$7,099,785dollars as filed
Tesla Motors, Inc88160R101COM18,407$6,842,802dollars as filed
Costco Wholesale Corporation22160K105COM6,580$6,556,568dollars as filed
Chevron Corporation166764100COM30,811$6,374,725dollars as filed
SPDR GOLD TR78463V107GOLD SHS14,696$6,323,542dollars as filed
OCCIDENTAL PETE CORP674599105COM92,687$6,024,684dollars as filed
Microsoft Corp594918104COM15,905$5,887,557dollars as filed
Qualcomm Incorporated747525103COM45,059$5,822,422dollars as filed
Walt Disney Co254687106COM56,421$5,447,872dollars as filed
WILLIAMS SONOMA INC COM969904101Stock29,049$5,296,496dollars as filed
Merck & Co.,Inc.58933Y105COM43,512$5,234,053dollars as filed
Raytheon Technologies Corporation75513E101COM26,113$5,037,127dollars as filed
Wells Fargo & Company949746101COM62,169$4,949,256dollars as filed
Oracle Corporation68389X105COM31,476$4,630,480dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS36,297$4,553,822dollars as filed
Starbucks Corporation855244109COM50,489$4,523,353dollars as filed
American Express Company025816109COM14,284$4,320,582dollars as filed
ULTA BEAUTY INC COM90384S303Stock7,834$4,094,910dollars as filed
Amgen Inc.031162100COM11,268$3,975,321dollars as filed
Netflix, Inc64110L106COM41,056$3,947,534dollars as filed
UnitedHealth Group Inc91324P102COM13,764$3,724,342dollars as filed
WILLIAMS COS INC COM969457100Stock50,741$3,692,930dollars as filed
PAYPALHLDGSINC70450Y103STOK80,803$3,654,734dollars as filed
Citigroup Inc.172967424COM31,660$3,590,507dollars as filed
McDonalds Corporation580135101COM11,424$3,550,381dollars as filed
Coca-Cola Company191216100COM46,582$3,542,525dollars as filed
PepsiCo,Inc.713448108COM21,371$3,318,725dollars as filed
Home Depot, Inc437076102COM9,974$3,280,312dollars as filed
CAPITAL ONE FINL CORP14040H105COM16,988$3,099,121dollars as filed
NIKE,Inc. Class B654106103COM55,446$2,928,642dollars as filed
Procter & Gamble Co742718109COM19,061$2,753,235dollars as filed
CELANESE CORP DEL COM150870103Stock39,792$2,617,120dollars as filed
Bristol-Myers Squibb Company110122108COM41,839$2,537,558dollars as filed
QNITY ELECTRONICS INC COMMON STOCK74743L100Stock21,020$2,425,303dollars as filed
TEEKAY CORPORATION LTDG8726T105SHS197,968$2,417,189dollars as filed
TARGET CORP COM87612E106Stock19,197$2,327,618dollars as filed
Uber Technologies90353T100COM31,977$2,300,106dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock43,381$1,986,870dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock18,935$1,826,644dollars as filed
Lowes Companies,Inc.548661107COM5,494$1,298,039dollars as filed
CORTEVA INC COM22052L104Stock14,754$1,235,090dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,999$1,147,221dollars as filed
General Electric Company369604301COM3,606$1,023,279dollars as filed
NVIDIA Corp67066G104COM5,458$951,850dollars as filed
Morgan Stanley617446448COM4,585$754,624dollars as filed
Berkshire Hathaway Inc084670702COM1,362$652,670dollars as filed
IMMUNITYBIO INC45256X103COM75,050$575,634dollars as filed
GE Vernova Inc.36828A101COM606$528,977dollars as filed
Johnson & Johnson478160104COM1,852$452,722dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,089$425,156dollars as filed
INNOSPEC INC45768S105COM4,966$362,617dollars as filed
Advanced Micro Devices,Inc.007903107COM1,655$336,677dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock485$331,191dollars as filed
Visa Inc92826C839COM970$293,057dollars as filed
INVESCO QQQ TR46090E103COM415$239,716dollars as filed
ConocoPhillips20825C104COM1,549$204,468dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001725362-26-000004this filing2026-05-11acceptance time not in the bulk data set