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BELL & BROWN WEALTH ADVISORS, LLC 13F portfolio summary

BELL & BROWN WEALTH ADVISORS, LLC of BELL & BROWN WEALTH ADVISORS, LLC has 68 current stock holdings with a reported portfolio value of $308.3M. The portfolio 1 year return is +21.89%. Top holdings include QQQ (0.00%), AVGO (5.47%), AAPL (5.15%), GOOGL (4.96%), XOM (4.13%).

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BELL & BROWN WEALTH ADVISORS, LLC

BELL & BROWN WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

BELL & BROWN WEALTH ADVISORS, LLC runs BELL & BROWN WEALTH ADVISORS, LLC and currently holds 68 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $308.29M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BELL & BROWN WEALTH ADVISORS, LLC ranks #843 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BELL & BROWN WEALTH ADVISORS, LLC's portfolio at BELL & BROWN WEALTH ADVISORS, LLC has delivered returns of +21.89%. Their 3-year annualized return is +49.87%. Looking at the 5-year horizon, BELL & BROWN WEALTH ADVISORS, LLC has achieved +55.98% annualized returns at BELL & BROWN WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.89%
#584/1000
3 Year
+49.87%
#824/1000
5 Year
+55.98%
#769/1000

Portfolio Value

$308.29M

Alpha Score

41.6

#843 of 1000

Holdings

68

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change