Bell & Brown Wealth Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Bell & Brown Wealth Advisors, LLC reported 69 stock positions worth $279.6 million. Its top holding was Broadcom (AVGO) at 6.3% of the portfolio, followed by Apple (AAPL, 4.6%) and Meta Platforms Class A (META, 4.5%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 31 and reduced 32. The biggest buy was a new position in Capital One Financial (COF) and the biggest sale an exit from Discover Financial Services (DFS).

Most Recent 13F
Q2 2026
Location
NEWPORT BEACH, CA
CIK
0001725362
Portfolio Value
$279.6M (Q2 2025)
SEC Filing
0001172661-25-002772 ↗ filed Jul 29, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $233.6M Q1 2024 Q2 2024: $261.0M Q2 2024 Q3 2024: $255.8M Q3 2024 Q4 2024: $268.7M Q4 2024 Q1 2025: $256.4M Q1 2025 Q2 2025: $279.6M $279.6M Q2 2025 Q3 2025: $305.4M Q3 2025 Q4 2025: $310.7M Q4 2025 Q1 2026: $308.3M Q1 2026 Q2 2026: $330.1M Q2 2026

Holdings 69 stocks · $279.6M
AVGO Broadcom Inc. 6.34% 64,338 $17.7M Reduce -7.2%
AAPL Apple Inc. 4.57% 62,340 $12.8M Add +0.6%
META Meta Platforms Inc. Class A 4.50% 17,041 $12.6M Reduce -1.5%
GOOGL Alphabet Inc. Class A 3.66% 58,027 $10.2M Reduce -1.3%
GS Goldman Sachs Group Inc. 3.62% 14,294 $10.1M Reduce -0.9%
JPM JPMorgan Chase & Co. 3.52% 33,983 $9.9M Add +0.1%
LLY Eli Lilly & Co. 3.51% 12,577 $9.8M Reduce -7.8%
AMZN Amazon.com Inc. 2.98% 37,973 $8.3M Reduce -2.7%
MSFT Microsoft Corp. 2.88% 16,191 $8.0M Reduce -3.8%
XOM Exxon Mobil Corp. 2.86% 74,309 $8.0M Reduce -0.7%
BA The Boeing Co. 2.74% 36,571 $7.7M Reduce -0.1%
WFC Wells Fargo & Co. 2.61% 91,211 $7.3M Reduce -0.6%
QCOM Qualcomm Inc. 2.58% 45,500 $7.2M Reduce -0.2%
ULTA Ulta Beauty Inc. 2.42% 14,482 $6.8M Add +0.3%
ORCL Oracle Corp. 2.38% 30,446 $6.7M Reduce -1.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.38% 53,675 $6.7M Add +0.1%
COST Costco Wholesale Corp. 2.22% 6,252 $6.2M Reduce -8.0%
VLO Valero Energy Corp. 2.05% 42,640 $5.7M Reduce -0.4%
WMT Walmart Inc. 2.02% 57,686 $5.6M Add +0.6%
PYPL PayPal Holdings Inc. 1.96% 73,885 $5.5M Add +1.8%
WSM Williams-Sonoma Inc. 1.81% 31,008 $5.1M Add +0.5%
AXP American Express Co. 1.67% 14,661 $4.7M Reduce -0.1%
FDX FedEx Corp. 1.67% 20,470 $4.7M Reduce -0.5%
GLD SPDR Gold Shares 1.64% 15,065 $4.6M Reduce -0.1%
SBUX Starbucks Corp. 1.59% 48,572 $4.5M Add +0.8%
BABA Alibaba Group Holding-SP ADR 1.58% 39,013 $4.4M Add +0.8%
CVX Chevron Corp. 1.51% 29,412 $4.2M Add +1.9%
TSLA Tesla Inc. 1.49% 13,136 $4.2M Reduce -0.8%
RTX RTX Corp. 1.40% 26,822 $3.9M Reduce -2.9%
COF Capital One Financial Corp. 1.33% 17,503 $3.7M New
OXY Occidental Petroleum Corp. 1.30% 86,968 $3.6M Add +1.6%
HD Home Depot Inc. 1.26% 9,611 $3.5M Add +0.9%
MRK Merck & Co. Inc. 1.23% 43,539 $3.4M Reduce -0.3%
WMB Williams Cos Inc. 1.15% 51,256 $3.2M Reduce -0.2%
KO The Coca-Cola Co. 1.15% 45,285 $3.2M Add +1.0%
MCD McDonald's Corp. 1.12% 10,721 $3.1M Reduce -1.5%
AMGN Amgen Inc. 1.12% 11,134 $3.1M Add +2.2%
PG The Procter & Gamble Co. 1.03% 18,067 $2.9M Add +1.2%
UBER Uber Technologies Inc. 1.00% 30,051 $2.8M Add +0.2%
C Citigroup Inc. 0.94% 30,969 $2.6M Add +0.5%
PEP Pepsico Inc. 0.94% 19,948 $2.6M Add +1.5%
DD Dupont DE Nemours Inc. 0.90% 36,710 $2.5M Add +1.6%
NKE Nike Inc. Class B 0.86% 33,840 $2.4M Add +5.8%
KMB Kimberly-Clark Corp. 0.80% 17,293 $2.2M Add +0.9%
BMY Bristol-Myers Squibb Co. 0.70% 42,467 $2.0M Reduce -0.5%
TGT Target Corp. 0.70% 19,785 $1.9M Add +4.2%
CTVA Corteva Inc. 0.69% 25,781 $1.9M Reduce -2.4%
NFLX Netflix Inc. 0.63% 1,343 $1.8M Reduce -3.2%
TK Teekay Corp. Ltd. 0.59% 200,653 $1.7M Add +0.5%
LULU Lululemon Athletica Inc. 0.56% 6,580 $1.6M Reduce -0.1%
CE Celanese Corp. 0.54% 27,167 $1.5M Add +63.1%
LOW Lowe's Cos Inc. 0.43% 5,449 $1.2M Reduce -0.7%
NVDA Nvidia Corp. 0.40% 7,065 $1.1M Add +3.2%
GE General Electric filed as GE AEROSPACE 0.36% 3,939 $1.0M Reduce -3.1%
GOOG Alphabet Inc. Class C 0.27% 4,348 $762K Add +2.4%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 1,450 $707K No change
MS Morgan Stanley 0.23% 4,528 $638K Add +0.5%
CRWD CrowdStrike Holdings Inc. Class A 0.21% 1,144 $583K Reduce -0.5%
DOW Dow Inc. 0.16% 16,831 $446K Reduce -1.4%
GEV GE Vernova Inc. 0.15% 817 $432K Add +1.9%
IOSP Innospec Inc. 0.15% 4,966 $418K Reduce -4.8%
V Visa Inc. Class A 0.12% 949 $337K Add +4.6%
QQQ Invesco QQQ Trust Series 1 0.10% 484 $267K No change
NOC Northrop Grumman Corp. 0.09% 484 $242K No change
JNJ Johnson & Johnson 0.08% 1,439 $220K Add +8.0%
EIX Edison International 0.08% 4,112 $212K Reduce -19.6%
IBRX Immunitybio Inc. 0.07% 77,750 $205K Add +32.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 4,249 $201K New
RIVN Rivian Automotive Inc. Class A 0.07% 13,440 $185K No change

Options reported separately and not counted above: TGT puts ($49K).

Portfolio Sells Q1 2025 → Q2 2025
DFS Discover Financial Services Sold out 0.00% −1.18
LLY Eli Lilly & Co. Reduce -7.8% 3.51% −0.89
XOM Exxon Mobil Corp. Reduce -0.7% 2.86% −0.61
BMY Bristol-Myers Squibb Co. Reduce -0.5% 0.70% −0.31
MRK Merck & Co. Inc. Reduce -0.3% 1.23% −0.30
COST Costco Wholesale Corp. Reduce -8.0% 2.22% −0.29
FDX FedEx Corp. Reduce -0.5% 1.67% −0.29
MCD McDonald's Corp. Reduce -1.5% 1.12% −0.21
LULU Lululemon Athletica Inc. Reduce -0.1% 0.56% −0.17
VLO Valero Energy Corp. Reduce -0.4% 2.05% −0.16
QCOM Qualcomm Inc. Reduce -0.2% 2.58% −0.15
VZ Verizon Communications Inc. Sold out 0.00% −0.09
DOW Dow Inc. Reduce -1.4% 0.16% −0.07
LOW Lowe's Cos Inc. Reduce -0.7% 0.43% −0.07
GLD SPDR Gold Shares Reduce -0.1% 1.64% −0.05
WMB Williams Cos Inc. Reduce -0.2% 1.15% −0.05
IOSP Innospec Inc. Reduce -4.8% 0.15% −0.04
EIX Edison International Reduce -19.6% 0.08% −0.04
RTX RTX Corp. Reduce -2.9% 1.40% −0.03
CTVA Corteva Inc. Reduce -2.4% 0.69% +0.04
WFC Wells Fargo & Co. Reduce -0.6% 2.61% +0.04
GE General Electric Reduce -3.1% 0.36% +0.04
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.5% 0.21% +0.05
AMZN Amazon.com Inc. Reduce -2.7% 2.98% +0.08
GOOGL Alphabet Inc. Class A Reduce -1.3% 3.66% +0.11
NFLX Netflix Inc. Reduce -3.2% 0.63% +0.13
AXP American Express Co. Reduce -0.1% 1.67% +0.13
TSLA Tesla Inc. Reduce -0.8% 1.49% +0.15
BA The Boeing Co. Reduce -0.1% 2.74% +0.30
MSFT Microsoft Corp. Reduce -3.8% 2.88% +0.41
GS Goldman Sachs Group Inc. Reduce -0.9% 3.62% +0.55
META Meta Platforms Inc. Class A Reduce -1.5% 4.50% +0.62
ORCL Oracle Corp. Reduce -1.5% 2.38% +0.70
AVGO Broadcom Inc. Reduce -7.2% 6.34% +1.82

Portfolio Buys Q1 2025 → Q2 2025
COF Capital One Financial Corp. New 1.33% +1.33
ULTA Ulta Beauty Inc. Add +0.3% 2.42% +0.35
DIS The Walt Disney Co. Add +0.1% 2.38% +0.32
JPM JPMorgan Chase & Co. Add +0.1% 3.52% +0.28
CE Celanese Corp. Add +63.1% 0.54% +0.17
UBER Uber Technologies Inc. Add +0.2% 1.00% +0.15
PYPL PayPal Holdings Inc. Add +1.8% 1.96% +0.11
NVDA Nvidia Corp. Add +3.2% 0.40% +0.11
C Citigroup Inc. Add +0.5% 0.94% +0.09
TK Teekay Corp. Ltd. Add +0.5% 0.59% +0.08
BAC Bank of America Corp. New 0.07% +0.07
NKE Nike Inc. Class B Add +5.8% 0.86% +0.07
GEV GE Vernova Inc. Add +1.9% 0.15% +0.06
WMT Walmart Inc. Add +0.6% 2.02% +0.05
MS Morgan Stanley Add +0.5% 0.23% +0.02
GOOG Alphabet Inc. Class C Add +2.4% 0.27% +0.01
IBRX Immunitybio Inc. Add +32.5% 0.07% +0.00
V Visa Inc. Class A Add +4.6% 0.12% −0.00
JNJ Johnson & Johnson Add +8.0% 0.08% −0.01
TGT Target Corp. Add +4.2% 0.70% −0.08
WSM Williams-Sonoma Inc. Add +0.5% 1.81% −0.09
HD Home Depot Inc. Add +0.9% 1.26% −0.10
KO The Coca-Cola Co. Add +1.0% 1.15% −0.11
DD Dupont DE Nemours Inc. Add +1.6% 0.90% −0.15
KMB Kimberly-Clark Corp. Add +0.9% 0.80% −0.15
PG The Procter & Gamble Co. Add +1.2% 1.03% −0.16
PEP Pepsico Inc. Add +1.5% 0.94% −0.21
AMGN Amgen Inc. Add +2.2% 1.12% −0.21
SBUX Starbucks Corp. Add +0.8% 1.59% −0.25
OXY Occidental Petroleum Corp. Add +1.6% 1.30% −0.34
CVX Chevron Corp. Add +1.9% 1.51% −0.38
BABA Alibaba Group Holding-SP ADR Add +0.8% 1.58% −0.41
AAPL Apple Inc. Add +0.6% 4.57% −0.80

Options Activity Q1 2025 → Q2 2025
TGT Target Corp. put New 500 $49K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 73$330.1MAVGO, GOOGL, AAPL, LLY, GS
Q1 2026 68$308.3MAVGO, AAPL, GOOGL, XOM, LLY
Q4 2025Amended 71$310.7MAVGO, GOOGL, AAPL, LLY, GS
Q3 2025 72$305.4MAVGO, AAPL, GOOGL, META, GS
Q2 2025 69$279.6MAVGO, AAPL, META, GOOGL, GS
Q1 2025 69$256.4MAAPL, AVGO, LLY, META, GOOGL
Q4 2024 71$268.7MAVGO, AAPL, LLY, GOOGL, META
Q3 2024 71$255.8MAAPL, AVGO, LLY, META, GOOGL
Q2 2024 69$261.0MBRK.B, LLY, AAPL, GOOGL, META
Q1 2024 68$233.6MLLY, AVGO, AAPL, GOOGL, META