Bell & Brown Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Bell & Brown Wealth Advisors, LLC reported 73 stock positions worth $330.1 million. Its top holding was Broadcom (AVGO) at 5.8% of the portfolio, followed by Alphabet Class A (GOOGL, 5.6%) and Apple (AAPL, 5.4%). Compared with Q1 2026, it opened 5 new positions, sold out of 1, added to 32 and reduced 33. The biggest buy was Unitedhealth (UNH, shares +6%) and the biggest sale Exxon Mobil (XOM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEWPORT BEACH, CA
- CIK
- 0001725362
- Portfolio Value
- $330.1M (Q2 2026)
- SEC Filing
- 0001725362-26-000008 ↗ filed Aug 10, 2026
Holdings Value
Holdings 73 stocks · $330.1M
| AVGO Broadcom Inc. | 5.76% | 50,354 | $19.0M | Reduce -7.5% |
| GOOGL Alphabet Inc. Class A | 5.61% | 51,866 | $18.5M | Reduce -2.4% |
| AAPL Apple Inc. | 5.45% | 62,128 | $18.0M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 4.36% | 12,011 | $14.4M | Reduce -1.5% |
| GS Goldman Sachs Group Inc. | 3.81% | 12,442 | $12.6M | Reduce -1.4% |
| VLO Valero Energy Corp. | 3.21% | 40,713 | $10.6M | Reduce -4.0% |
| JPM JPMorgan Chase & Co. | 3.18% | 32,120 | $10.5M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 3.07% | 74,066 | $10.1M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 2.77% | 16,243 | $9.1M | Add +0.3% |
| AMZN Amazon.com Inc. | 2.77% | 38,314 | $9.1M | Reduce -0.1% |
| TSLA Tesla Inc. | 2.67% | 20,941 | $8.8M | Add +13.8% |
| QCOM Qualcomm Inc. | 2.50% | 44,700 | $8.3M | Reduce -0.8% |
| BA The Boeing Co. | 2.42% | 36,875 | $8.0M | Add +0.5% |
| WSM Williams-Sonoma Inc. | 2.04% | 28,894 | $6.7M | Reduce -0.5% |
| FDX FedEx Corp. | 2.00% | 21,079 | $6.6M | Reduce -0.3% |
| WMT Walmart Inc. | 1.95% | 56,954 | $6.5M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 1.88% | 6,640 | $6.2M | Add +0.9% |
| MSFT Microsoft Corp. | 1.87% | 16,535 | $6.2M | Add +4.0% |
| UNH Unitedhealth Group Inc. | 1.84% | 14,604 | $6.1M | Add +6.1% |
| MRK Merck & Co. Inc. | 1.72% | 44,060 | $5.7M | Add +1.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.68% | 57,601 | $5.5M | Add +2.1% |
| GLD SPDR Gold Shares | 1.63% | 14,569 | $5.4M | Reduce -0.9% |
| SBUX Starbucks Corp. | 1.58% | 50,977 | $5.2M | Add +1.0% |
| WFC Wells Fargo & Co. | 1.58% | 62,997 | $5.2M | Add +1.3% |
| CVX Chevron Corp. | 1.54% | 30,707 | $5.1M | Reduce -0.3% |
| RTX RTX Corp. | 1.51% | 26,269 | $5.0M | Add +0.6% |
| AXP American Express Co. | 1.45% | 14,154 | $4.8M | Reduce -0.9% |
| ORCL Oracle Corp. | 1.42% | 31,980 | $4.7M | Add +1.6% |
| OXY Occidental Petroleum Corp. | 1.38% | 93,601 | $4.5M | Add +1.0% |
| C Citigroup Inc. | 1.35% | 31,869 | $4.5M | Add +0.7% |
| AMGN Amgen Inc. | 1.24% | 11,265 | $4.1M | Reduce -0.0% |
| KO The Coca-Cola Co. | 1.15% | 46,546 | $3.8M | Reduce -0.1% |
| PYPL PayPal Holdings Inc. | 1.13% | 86,588 | $3.7M | Add +7.2% |
| HD Home Depot Inc. | 1.12% | 10,524 | $3.7M | Add +5.5% |
| WMB Williams Cos Inc. | 1.12% | 49,588 | $3.7M | Reduce -2.3% |
| ULTA Ulta Beauty Inc. | 1.03% | 7,566 | $3.4M | Reduce -3.4% |
| COF Capital One Financial Corp. | 1.03% | 16,908 | $3.4M | Reduce -0.5% |
| BABA Alibaba Group Holding-SP ADR | 1.02% | 35,183 | $3.4M | Reduce -3.1% |
| NFLX Netflix Inc. | 0.99% | 45,597 | $3.3M | Add +11.1% |
| MCD McDonald's Corp. | 0.97% | 11,825 | $3.2M | Add +3.5% |
| Q Qnity Electronics Inc. | 0.96% | 19,397 | $3.2M | Reduce -7.7% |
| PEP Pepsico Inc. | 0.92% | 22,394 | $3.0M | Add +4.8% |
| PG The Procter & Gamble Co. | 0.89% | 20,010 | $2.9M | Add +5.0% |
| UBER Uber Technologies Inc. | 0.80% | 36,388 | $2.6M | Add +13.8% |
| TGT Target Corp. | 0.78% | 19,805 | $2.6M | Add +3.2% |
| BMY Bristol-Myers Squibb Co. | 0.74% | 42,598 | $2.5M | Add +1.8% |
| NKE Nike Inc. Class B | 0.68% | 54,469 | $2.2M | Reduce -1.8% |
| KMB Kimberly-Clark Corp. | 0.67% | 20,256 | $2.2M | Add +7.0% |
| LOW Lowe's Cos Inc. | 0.67% | 10,044 | $2.2M | Add +82.8% |
| CE Celanese Corp. | 0.62% | 44,737 | $2.1M | Add +12.4% |
| DD Dupont DE Nemours Inc. | 0.62% | 15,131 | $2.1M | Add +4.6% |
| TK Teekay Corp. Ltd. | 0.60% | 196,468 | $2.0M | Reduce -0.8% |
| FDXF FedEx Freight Holding Co. | 0.48% | 10,419 | $1.6M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.43% | 4,000 | $1.4M | Add +0.0% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 3,567 | $1.3M | Reduce -1.1% |
| CTVA Corteva Inc. | 0.37% | 14,533 | $1.2M | Reduce -1.5% |
| NVDA Nvidia Corp. | 0.33% | 5,459 | $1.1M | Add +0.0% |
| MS Morgan Stanley | 0.29% | 4,603 | $962K | Add +0.4% |
| AMD Advanced Micro Devices | 0.26% | 1,451 | $843K | Reduce -12.3% |
| GEV GE Vernova Inc. | 0.22% | 609 | $715K | Add +0.5% |
| IBRX Immunitybio Inc. | 0.20% | 75,050 | $657K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,312 | $657K | Reduce -3.7% |
| SPCX Space Exploration Techn Class A | 0.16% | 3,138 | $536K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 649 | $495K | Reduce -40.4% |
| JNJ Johnson & Johnson | 0.14% | 1,823 | $463K | Reduce -1.6% |
| V Visa Inc. Class A | 0.10% | 970 | $333K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 415 | $306K | No change |
| MRVL Marvell Technology Inc. | 0.09% | 965 | $288K | New |
| NUE Nucor Corp. | 0.08% | 1,167 | $260K | New |
| NOC Northrop Grumman Corp. | 0.07% | 486 | $247K | Add +0.2% |
| NET Cloudflare Inc. Class A | 0.07% | 945 | $232K | New |
| IVV iShares Core S&P 500 ETF | 0.07% | 288 | $216K | New |
| IOSP Innospec Inc. | 0.06% | 2,609 | $212K | Reduce -47.5% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -1.2% | 3.07% | −1.06 |
| CVX Chevron Corp. | Reduce -0.3% | 1.54% | −0.53 |
| BABA Alibaba Group Holding-SP ADR | Reduce -3.1% | 1.02% | −0.45 |
| FDX FedEx Corp. | Reduce -0.3% | 2.00% | −0.44 |
| GLD SPDR Gold Shares | Reduce -0.9% | 1.63% | −0.43 |
| WMT Walmart Inc. | Reduce -0.3% | 1.95% | −0.35 |
| ULTA Ulta Beauty Inc. | Reduce -3.4% | 1.03% | −0.29 |
| NKE Nike Inc. Class B | Reduce -1.8% | 0.68% | −0.27 |
| TK Teekay Corp. Ltd. | Reduce -0.8% | 0.60% | −0.19 |
| VLO Valero Energy Corp. | Reduce -4.0% | 3.21% | −0.19 |
| WMB Williams Cos Inc. | Reduce -2.3% | 1.12% | −0.08 |
| COP Conocophillips | Sold out | 0.00% | −0.07 |
| AMGN Amgen Inc. | Reduce -0.0% | 1.24% | −0.05 |
| IOSP Innospec Inc. | Reduce -47.5% | 0.06% | −0.05 |
| FDXF FedEx Freight Holding Co. | Reduce -1.5% | 0.48% | −0.04 |
| CTVA Corteva Inc. | Reduce -1.5% | 0.37% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.7% | 0.20% | −0.01 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.14% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.1% | 1.15% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -40.4% | 0.15% | +0.01 |
| COF Capital One Financial Corp. | Reduce -0.5% | 1.03% | +0.02 |
| AXP American Express Co. | Reduce -0.9% | 1.45% | +0.05 |
| GE General Electric | Reduce -1.1% | 0.40% | +0.07 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 3.18% | +0.10 |
| AMD Advanced Micro Devices | Reduce -12.3% | 0.26% | +0.15 |
| Q Qnity Electronics Inc. | Reduce -7.7% | 0.96% | +0.17 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 2.77% | +0.17 |
| AAPL Apple Inc. | Reduce -0.7% | 5.45% | +0.30 |
| AVGO Broadcom Inc. | Reduce -7.5% | 5.76% | +0.30 |
| WSM Williams-Sonoma Inc. | Reduce -0.5% | 2.04% | +0.32 |
| GS Goldman Sachs Group Inc. | Reduce -1.4% | 3.81% | +0.35 |
| QCOM Qualcomm Inc. | Reduce -0.8% | 2.50% | +0.61 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 5.61% | +0.66 |
| LLY Eli Lilly & Co. | Reduce -1.5% | 4.36% | +0.73 |
Portfolio Buys Q1 2026 → Q2 2026
| UNH Unitedhealth Group Inc. | Add +6.1% | 1.84% | +0.63 |
| TSLA Tesla Inc. | Add +13.8% | 2.67% | +0.45 |
| LOW Lowe's Cos Inc. | Add +82.8% | 0.67% | +0.25 |
| C Citigroup Inc. | Add +0.7% | 1.35% | +0.19 |
| SPCX Space Exploration Techn Class A | New | 0.16% | +0.16 |
| SBUX Starbucks Corp. | Add +1.0% | 1.58% | +0.11 |
| MRVL Marvell Technology Inc. | New | 0.09% | +0.09 |
| KMB Kimberly-Clark Corp. | Add +7.0% | 0.67% | +0.08 |
| NUE Nucor Corp. | New | 0.08% | +0.08 |
| NET Cloudflare Inc. Class A | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | New | 0.07% | +0.07 |
| HD Home Depot Inc. | Add +5.5% | 1.12% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.43% | +0.06 |
| BA The Boeing Co. | Add +0.5% | 2.42% | +0.05 |
| UBER Uber Technologies Inc. | Add +13.8% | 0.80% | +0.05 |
| MS Morgan Stanley | Add +0.4% | 0.29% | +0.05 |
| GEV GE Vernova Inc. | Add +0.5% | 0.22% | +0.05 |
| TGT Target Corp. | Add +3.2% | 0.78% | +0.03 |
| NVDA Nvidia Corp. | Add +0.0% | 0.33% | +0.02 |
| MRK Merck & Co. Inc. | Add +1.3% | 1.72% | +0.02 |
| PG The Procter & Gamble Co. | Add +5.0% | 0.89% | −0.00 |
| DD Dupont DE Nemours Inc. | Add +4.6% | 0.62% | −0.02 |
| WFC Wells Fargo & Co. | Add +1.3% | 1.58% | −0.03 |
| NOC Northrop Grumman Corp. | Add +0.2% | 0.07% | −0.03 |
| MSFT Microsoft Corp. | Add +4.0% | 1.87% | −0.04 |
| PYPL PayPal Holdings Inc. | Add +7.2% | 1.13% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Add +1.8% | 0.74% | −0.08 |
| ORCL Oracle Corp. | Add +1.6% | 1.42% | −0.08 |
| DIS The Walt Disney Co. | Add +2.1% | 1.68% | −0.09 |
| RTX RTX Corp. | Add +0.6% | 1.51% | −0.12 |
| PEP Pepsico Inc. | Add +4.8% | 0.92% | −0.16 |
| MCD McDonald's Corp. | Add +3.5% | 0.97% | −0.18 |
| CE Celanese Corp. | Add +12.4% | 0.62% | −0.23 |
| COST Costco Wholesale Corp. | Add +0.9% | 1.88% | −0.25 |
| NFLX Netflix Inc. | Add +11.1% | 0.99% | −0.29 |
| META Meta Platforms Inc. Class A | Add +0.3% | 2.77% | −0.32 |
| OXY Occidental Petroleum Corp. | Add +1.0% | 1.38% | −0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $330.1M | AVGO, GOOGL, AAPL, LLY, GS |
| Q1 2026 | 68 | $308.3M | AVGO, AAPL, GOOGL, XOM, LLY |
| Q4 2025Amended | 71 | $310.7M | AVGO, GOOGL, AAPL, LLY, GS |
| Q3 2025 | 72 | $305.4M | AVGO, AAPL, GOOGL, META, GS |
| Q2 2025 | 69 | $279.6M | AVGO, AAPL, META, GOOGL, GS |
| Q1 2025 | 69 | $256.4M | AAPL, AVGO, LLY, META, GOOGL |
| Q4 2024 | 71 | $268.7M | AVGO, AAPL, LLY, GOOGL, META |
| Q3 2024 | 71 | $255.8M | AAPL, AVGO, LLY, META, GOOGL |
| Q2 2024 | 69 | $261.0M | BRK.B, LLY, AAPL, GOOGL, META |
| Q1 2024 | 68 | $233.6M | LLY, AVGO, AAPL, GOOGL, META |