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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 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWL ISHARES RUSSELL TOP 200 ETF 342.0 $55K 0.01% -22.0 -6.0% $160.52 +15.3%
102 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 244.0 $53K 0.01% -47.0 -16.1% $215.88 -41.5%
103 LMT LOCKHEED MARTIN CORP COM Industrials 80.0 $48K 0.01% -259.0 -76.4% $605.05 -15.6%
104 NPCT NUVEEN CORE PLUS IMPACT FUND COM BEN INT Financial Services 4,582.0 $47K 0.01% -9K -65.9% $10.19 -3.3%
105 VBR VANGUARD SMALL CAP VALUE ETF 214.0 $46K 0.01% -36.0 -14.4% $217.25 +9.7%
106 KF KOREA FD INC COM NEW Financial Services 990.0 $44K 0.01% -100.0 -9.2% $44.90 +78.3%
107 NUVEEN PA INVT QUALITY MUN FD COM 3,329.0 $40K 0.01% -11K -76.4% $11.93
108 EVT EATON VANCE TAX ADVT DIV INCM COM Financial Services 1,587.0 $39K 0.01% -6K -78.1% $24.55 +8.1%
109 MTZ MASTEC INC COM Industrials 120.0 $39K 0.01% -1K -92.2% $321.74 +18.0%
110 CRWD CROWDSTRIKE HLDGS INC CL A Technology 96.0 $37K 0.01% -129.0 -57.3% $390.41 +75.4%
111 PSMD PACER SWAN SOS MODERATE (JANUARY) ETF 1,170.0 $37K 0.01% -62.0 -5.0% $31.89 +7.3%
112 AEM AGNICO EAGLE MINES LTD COM Basic Materials 178.0 $36K 0.01% -20.0 -10.1% $202.98 -17.9%
113 MMU WESTERN ASSET MANAGED MUNS FD COM Financial Services 3,183.0 $33K 0.01% -900.0 -22.0% $10.28 +1.0%
114 IHD VOYA EMERGING MKTS HIGH DIVID COM Financial Services 4,815.0 $32K 0.01% -13K -73.5% $6.66 +18.5%
115 NPK INTERNATIONAL INC COM SHS 2,139.0 $31K 0.00% -119.0 -5.3% $14.49
116 AAOI APPLIED OPTOELECTRONICS INC COM Technology 349.0 $30K 0.00% -51.0 -12.8% $84.59 +91.3%
117 PSX PHILLIPS 66 COM Energy 160.0 $29K 0.00% -6.0 -3.6% $182.18 -8.8%
118 MAYW ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF 858.0 $29K 0.00% -48.0 -5.3% $33.79 +3.0%
119 T AT&T INC COM Communication Services 975.0 $28K 0.00% -2K -67.4% $28.99 -24.1%
120 AUGW ALLIANZIM U.S. EQUITY BUFFER20 AUG ETF 760.0 $24K 0.00% -240.0 -24.0% $32.15 +5.6%
Page 6 of 7  ·  139 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%