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Portfolio (Quarterly) Guide ↗

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

· CIK 0001352860
13F Portfolio $696M AUM 724 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New 217 Added 139 Reduced 69 Exited
Page 6 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PCF HIGH INCOME SECS FD SHS BEN INT Financial Services 72,147.0 $398K 0.06% +995.0 +1.4% $5.52 -0.2%
102 SCHK SCHWAB 1000 INDEX ETF 12,488.0 $391K 0.06% +100.0 +0.8% $31.33 +15.3%
103 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,601.0 $388K 0.06% +830.0 +107.7% $242.41 +2.8%
104 CXE MFS HIGH INCOME MUN TR SH BEN INT Financial Services 103,096.0 $382K 0.06% +2K +2.3% $3.71 -1.6%
105 LRCX LAM RESEARCH CORP COM NEW Technology 1,770.0 $378K 0.05% +41.0 +2.4% $213.66 +82.1%
106 TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 3,837.0 $359K 0.05% +500.0 +15.0% $93.66 +25.9%
107 AVGO BROADCOM INC COM Technology 1,135.0 $351K 0.05% +339.0 +42.6% $309.45 +32.9%
108 EEA EUROPEAN EQUITY FD INC COM Financial Services 35,507.0 $351K 0.05% +8K +30.8% $9.89 +9.8%
109 BUFB INNOVATOR LADDERED ALLOCATION BUFFER ETF 9,765.0 $351K 0.05% +141.0 +1.5% $35.91 +9.2%
110 GEV GE VERNOVA INC COM Utilities 399.0 $348K 0.05% +110.0 +38.1% $872.90 +27.1%
111 BDEC INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER 7,188.0 $345K 0.05% +4K +163.9% $48.00 +10.9%
112 INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - SEPTEMBER 11,864.0 $335K 0.05% +1K +10.6% $28.21
113 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 1,295.0 $329K 0.05% +26.0 +2.0% $253.98 +11.9%
114 UNP UNION PAC CORP COM Industrials 1,253.0 $304K 0.04% +108.0 +9.4% $242.62 +5.9%
115 ADBE ADOBE INC COM Technology 1,218.0 $296K 0.04% +1K +1864.5% $243.08 -19.7%
116 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 3,146.0 $292K 0.04% +2K +204.6% $92.74 +1.6%
117 LRN STRIDE INC COM Consumer Defensive 3,283.0 $289K 0.04% +1K +71.6% $88.17 -6.1%
118 EATON VANCE TAX-ADVANTAGED GLO COM 10,790.0 $288K 0.04% +311.0 +3.0% $26.65
119 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 557.0 $274K 0.04% +5.0 +0.9% $491.53 -5.5%
120 VIRTUS CONVERTIBLE & INC FD II COM NEW 19,962.0 $268K 0.04% +12K +165.6% $13.41
Page 6 of 11  ·  217 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 88.3%
Technology 5.1%
Healthcare 1.4%
Consumer Cyclical 1.4%
Industrials 1.0%
Communication Services 1.0%
Consumer Defensive 0.7%
Utilities 0.6%
Energy 0.5%
Basic Materials 0.1%