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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 2026-06-30, filed 2026-08-10, with 73 holding rows worth $330,124,524.

Accession
0001725362-26-000008
Filer
CIK 1725362
Filed
2026-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 73 entries on the cover page, a total value of $330,124,524 stated on the cover page (in dollars after the unit check, H1), rows summing to $330,124,524 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.11135F101COM50,354$19,021,161dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM51,866$18,535,365dollars as filed
Apple Inc037833100COM62,128$17,977,470dollars as filed
Eli Lilly and Company532457108COM12,011$14,406,865dollars as filed
Goldman Sachs Group,Inc.38141G104COM12,442$12,583,754dollars as filed
VALERO ENERGY CORP COM91913Y100Stock40,713$10,603,235dollars as filed
JPMorgan Chase & Co46625H100COM32,120$10,513,824dollars as filed
EXXON MOBIL CORP30231G102COM74,066$10,126,278dollars as filed
META PLATFORMS INC CL A30303M102COM16,243$9,149,359dollars as filed
Amazon.com, Inc023135106COM38,314$9,131,759dollars as filed
Tesla Motors, Inc88160R101COM20,941$8,807,785dollars as filed
Qualcomm Incorporated747525103COM44,700$8,260,025dollars as filed
Boeing Company097023105COM36,875$7,982,420dollars as filed
WILLIAMS SONOMA INC COM969904101Stock28,894$6,735,244dollars as filed
FEDEX CORP COM31428X106Stock21,079$6,600,341dollars as filed
Walmart Inc.931142103COM56,954$6,450,611dollars as filed
Costco Wholesale Corporation22160K105COM6,640$6,211,482dollars as filed
Microsoft Corp594918104COM16,535$6,167,739dollars as filed
UnitedHealth Group Inc91324P102COM14,604$6,069,840dollars as filed
Merck & Co.,Inc.58933Y105COM44,060$5,661,704dollars as filed
Walt Disney Co254687106COM57,601$5,544,070dollars as filed
SPDR GOLD TR78463V107GOLD SHS14,569$5,366,928dollars as filed
Starbucks Corporation855244109COM50,977$5,209,366dollars as filed
Wells Fargo & Company949746101COM62,997$5,206,061dollars as filed
Chevron Corporation166764100COM30,707$5,090,043dollars as filed
Raytheon Technologies Corporation75513E101COM26,269$4,983,951dollars as filed
American Express Company025816109COM14,154$4,787,520dollars as filed
Oracle Corporation68389X105COM31,980$4,686,631dollars as filed
OCCIDENTAL PETE CORP674599105COM93,601$4,546,189dollars as filed
Citigroup Inc.172967424COM31,869$4,460,445dollars as filed
Amgen Inc.031162100COM11,265$4,079,299dollars as filed
Coca-Cola Company191216100COM46,546$3,782,831dollars as filed
PAYPALHLDGSINC70450Y103STOK86,588$3,738,872dollars as filed
Home Depot, Inc437076102COM10,524$3,711,775dollars as filed
WILLIAMS COS INC COM969457100Stock49,588$3,686,372dollars as filed
ULTA BEAUTY INC COM90384S303Stock7,566$3,412,115dollars as filed
CAPITAL ONE FINL CORP14040H105COM16,908$3,392,083dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS35,183$3,376,864dollars as filed
Netflix, Inc64110L106COM45,597$3,255,626dollars as filed
McDonalds Corporation580135101COM11,825$3,196,316dollars as filed
QNITY ELECTRONICS INC COMMON STOCK74743L100Stock19,397$3,167,742dollars as filed
PepsiCo,Inc.713448108COM22,394$3,032,202dollars as filed
Procter & Gamble Co742718109COM20,010$2,934,268dollars as filed
Uber Technologies90353T100COM36,388$2,625,758dollars as filed
TARGET CORP COM87612E106Stock19,805$2,586,677dollars as filed
Bristol-Myers Squibb Company110122108COM42,598$2,454,519dollars as filed
NIKE,Inc. Class B654106103COM54,469$2,235,943dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock20,256$2,223,506dollars as filed
Lowes Companies,Inc.548661107COM10,044$2,214,524dollars as filed
CELANESE CORP DEL COM150870103Stock44,737$2,057,902dollars as filed
DUPONT DE NEMOURS INC COMMON STOCK26614N201Stock15,131$2,052,369dollars as filed
TEEKAY CORPORATION LTDG8726T105SHS196,468$1,964,680dollars as filed
FEDEX FGHT HLDG CO INC COMMON STOCK314352105Stock10,419$1,573,269dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,000$1,413,371dollars as filed
General Electric Company369604301COM3,567$1,333,149dollars as filed
CORTEVA INC COM22052L104Stock14,533$1,230,784dollars as filed
NVIDIA Corp67066G104COM5,459$1,092,362dollars as filed
Morgan Stanley617446448COM4,603$962,140dollars as filed
Advanced Micro Devices,Inc.007903107COM1,451$842,900dollars as filed
GE Vernova Inc.36828A101COM609$715,490dollars as filed
IMMUNITYBIO INC45256X103COM75,050$657,063dollars as filed
Berkshire Hathaway Inc084670702COM1,312$656,512dollars as filed
SPACE EXPLORATION TECHN CORP CLASS A COM STK84615Q103Stock3,138$536,159dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM649$495,278dollars as filed
Johnson & Johnson478160104COM1,823$463,082dollars as filed
Visa Inc92826C839COM970$332,722dollars as filed
INVESCO QQQ TR46090E103COM415$305,844dollars as filed
MARVELL TECHNOLOGY INC573874104COM965$287,598dollars as filed
NUCOR CORP COM670346105Stock1,167$259,874dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock486$247,431dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock945$231,790dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS288$215,680dollars as filed
INNOSPEC INC45768S105COM2,609$212,318dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001725362-26-000008this filing2026-08-10acceptance time not in the bulk data set