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Manager record

Bell & Brown Wealth Advisors, LLC

Newport Beach, CA · CIK 1725362 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$319.77MReported 13F valueQ3 2026 · as filed
72Holdings listed
-3.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $279.7M$279.7MQ2 202570 holdingsQ3 2025: $305.4M$305.4MQ3 202572 holdingsQ4 2025: $310.7M$310.7MQ4 202571 holdingsQ1 2026: $308.3M$308.3MQ1 202668 holdingsQ2 2026: $330.1M$330.1MQ2 202673 holdingsQ3 2026: $319.8M$319.8MQ3 202672 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$319.77M · 72 holdings listed · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$330.12M · 73 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR/A · period Q4 2025

$310.72M · 71 holdings listed · amendment (restatement) · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$308.29M · 68 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$310.27M · 71 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$305.42M · 72 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$279.67M · 70 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology