Bell & Brown Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Bell & Brown Wealth Advisors, LLCInvestment ActivityBell & Brown Wealth Advisors, LLC has $330.12 million in total holdings as of June 30, 2026.Bell & Brown Wealth Advisors, LLC owns shares of 73 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.15% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Bell & Brown Wealth Advisors, LLC has purchased 68 new stocks and bought additional shares in 31 stocks.Bell & Brown Wealth Advisors, LLC sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings Broadcom $19,021,161Alphabet $18,535,365Apple $17,977,470Eli Lilly and Company $14,406,865The Goldman Sachs Group $12,583,754 Largest New Holdings this Quarter 26614N201 - DUPONT DE NEMOURS INC $2,052,369 Holding314352105 - FEDEX FGHT HLDG CO INC $1,573,269 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $536,159 Holding573874104 - Marvell Technology $287,598 Holding670346105 - Nucor $259,874 Holding Largest Purchases this Quarter DUPONT DE NEMOURS INC 15,131 shares (about $2.05M)FEDEX FGHT HLDG CO INC 10,419 shares (about $1.57M)Tesla 2,534 shares (about $1.07M)Lowe's Companies 4,550 shares (about $1.00M)SPACE EXPLORATION TECHN CORP 3,138 shares (about $536.16K) Largest Sales this Quarter Broadcom 4,065 shares (about $1.54M)Alphabet 1,292 shares (about $461.72K)Valero Energy 1,706 shares (about $444.31K)CrowdStrike 440 shares (about $335.78K)QNITY ELECTRONICS INC 1,623 shares (about $265.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBell & Brown Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVGOBroadcom$19,021,161$1,535,549 â–¼-7.5%50,3545.8%TechnologyGOOGLAlphabet$18,535,365$461,722 â–¼-2.4%51,8665.6%Communication ServicesAAPLApple$17,977,470$120,664 â–¼-0.7%62,1285.4%TechnologyLLYEli Lilly and Company$14,406,865$221,902 â–¼-1.5%12,0114.4%HealthcareGSThe Goldman Sachs Group$12,583,754$173,960 â–¼-1.4%12,4423.8%FinanceVLOValero Energy$10,603,235$444,308 â–¼-4.0%40,7133.2%EnergyJPMJPMorgan Chase & Co.$10,513,824$74,631 â–¼-0.7%32,1203.2%FinanceXOMExxonMobil$10,126,278$119,766 â–¼-1.2%74,0663.1%EnergyMETAMeta Platforms$9,149,359$25,348 â–²0.3%16,2432.8%Communication ServicesAMZNAmazon.com$9,131,759$12,394 â–¼-0.1%38,3142.8%Consumer DiscretionaryTSLATesla$8,807,785$1,065,800 â–²13.8%20,9412.7%Consumer DiscretionaryQCOMQualcomm$8,260,025$66,339 â–¼-0.8%44,7002.5%TechnologyBABoeing$7,982,420$43,078 â–²0.5%36,8752.4%IndustrialsWSMWilliams-Sonoma$6,735,244$36,131 â–¼-0.5%28,8942.0%Consumer DiscretionaryFDXFedEx$6,600,341$21,919 â–¼-0.3%21,0792.0%IndustrialsWALMART INC$6,450,611$19,594 â–¼-0.3%56,9542.0%COMCOSTCostco Wholesale$6,211,482$56,128 â–²0.9%6,6401.9%Consumer StaplesMSFTMicrosoft$6,167,739$234,997 â–²4.0%16,5351.9%TechnologyUNHUnitedHealth Group$6,069,840$349,128 â–²6.1%14,6041.8%HealthcareMRKMerck & Co., Inc.$5,661,704$70,418 â–²1.3%44,0601.7%HealthcareDISWalt Disney$5,544,070$113,574 â–²2.1%57,6011.7%Communication ServicesGLDSPDR Gold Shares$5,366,928$46,784 â–¼-0.9%14,5691.6%ETFSBUXStarbucks$5,209,366$49,869 â–²1.0%50,9771.6%Consumer DiscretionaryWFCWells Fargo & Company$5,206,061$68,426 â–²1.3%62,9971.6%FinanceCVXChevron$5,090,043$17,239 â–¼-0.3%30,7071.5%EnergyRTXRTX$4,983,951$29,597 â–²0.6%26,2691.5%IndustrialsAXPAmerican Express$4,787,520$43,972 â–¼-0.9%14,1541.5%FinanceORCLOracle$4,686,631$73,861 â–²1.6%31,9801.4%TechnologyOXYOccidental Petroleum$4,546,189$44,393 â–²1.0%93,6011.4%EnergyCCitigroup$4,460,445$29,252 â–²0.7%31,8691.4%FinanceAMGNAmgen$4,079,299$1,086 â–¼0.0%11,2651.2%HealthcareKOCocaCola$3,782,831$2,926 â–¼-0.1%46,5461.1%Consumer StaplesPYPLPayPal$3,738,872$249,796 â–²7.2%86,5881.1%FinanceHDHome Depot$3,711,775$193,983 â–²5.5%10,5241.1%Consumer DiscretionaryWMBWilliams Companies$3,686,372$85,714 â–¼-2.3%49,5881.1%EnergyULTAUlta Beauty$3,412,115$120,863 â–¼-3.4%7,5661.0%Consumer DiscretionaryCOFCapital One Financial$3,392,083$16,050 â–¼-0.5%16,9081.0%FinanceBABAAlibaba Group$3,376,864$106,922 â–¼-3.1%35,1831.0%Consumer DiscretionaryNFLXNetflix$3,255,626$324,227 â–²11.1%45,5971.0%Communication ServicesMCDMcDonald's$3,196,316$108,391 â–²3.5%11,8251.0%Consumer DiscretionaryQNITY ELECTRONICS INC$3,167,742$265,054 â–¼-7.7%19,3971.0%COMMON STOCKPEPPepsiCo$3,032,202$138,517 â–²4.8%22,3940.9%Consumer StaplesPGProcter & Gamble$2,934,268$139,161 â–²5.0%20,0100.9%Consumer StaplesUBERUber Technologies$2,625,758$318,298 â–²13.8%36,3880.8%IndustrialsTGTTarget$2,586,677$79,409 â–²3.2%19,8050.8%Consumer StaplesBMYBristol Myers Squibb$2,454,519$43,734 â–²1.8%42,5980.7%HealthcareNKENIKE$2,235,943$40,106 â–¼-1.8%54,4690.7%Consumer DiscretionaryKIMBERLY-CLARK CORP$2,223,506$145,006 â–²7.0%20,2560.7%COMLOWLowe's Companies$2,214,524$1,003,194 â–²82.8%10,0440.7%Consumer DiscretionaryCECelanese$2,057,902$227,470 â–²12.4%44,7370.6%MaterialsDUPONT DE NEMOURS INC$2,052,369$2,052,369 â–²New Holding15,1310.6%COMMON STOCKTEEKAY CORPORATION LTD$1,964,680$15,000 â–¼-0.8%196,4680.6%SHSFEDEX FGHT HLDG CO INC$1,573,269$1,573,269 â–²New Holding10,4190.5%COMMON STOCKGOOGAlphabet$1,413,371$353 â–²0.0%4,0000.4%Communication ServicesGEGE Aerospace$1,333,149$14,576 â–¼-1.1%3,5670.4%IndustrialsCTVACorteva$1,230,784$18,716 â–¼-1.5%14,5330.4%MaterialsNVDANVIDIA$1,092,362$200 â–²0.0%5,4590.3%TechnologyMSMorgan Stanley$962,140$3,762 â–²0.4%4,6030.3%FinanceAMDAdvanced Micro Devices$842,900$118,506 â–¼-12.3%1,4510.3%TechnologyGE VERNOVA INC$715,490$3,525 â–²0.5%6090.2%COMIBRXImmunityBio$657,0630.0%75,0500.2%HealthcareBRK.BBerkshire Hathaway$656,512$25,020 â–¼-3.7%1,3120.2%FinanceSPACE EXPLORATION TECHN CORP$536,159$536,159 â–²New Holding3,1380.2%CLASS A COM STKCRWDCrowdStrike$495,278$335,782 â–¼-40.4%6490.2%TechnologyJNJJohnson & Johnson$463,082$7,367 â–¼-1.6%1,8230.1%HealthcareVVisa$332,7220.0%9700.1%FinanceQQQInvesco QQQ$305,8440.0%4150.1%ETFMRVLMarvell Technology$287,598$287,598 â–²New Holding9650.1%TechnologyNUENucor$259,874$259,874 â–²New Holding1,1670.1%MaterialsNOCNorthrop Grumman$247,431$509 â–²0.2%4860.1%IndustrialsNETCloudflare$231,790$231,790 â–²New Holding9450.1%TechnologyIVViShares Core S&P 500 ETF$215,680$215,680 â–²New Holding2880.1%ETFIOSPInnospec$212,318$191,810 â–¼-47.5%2,6090.1%MaterialsDDDuPont de Nemours$0$1,986,870 â–¼-100.0%00.0%MaterialsCOPConocoPhillips$0$204,468 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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