Portfolio (Quarterly) Guide ↗

Bell & Brown Wealth Advisors, LLC

· CIK 0001725362

13F Portfolio $310.7B AUM 71 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 22 Added 33 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MSTR	STRATEGY INC	Technology	729	$235K	0.08%	SOLD
2	NET	CLOUDFLARE INC	Technology	1,000	$215K	0.07%	SOLD
3	BAC	BANK AMERICA CORP	Financial Services	4,146	$214K	0.07%	SOLD
4	RIVN	RIVIAN AUTOMOTIVE INC	Consumer Cyclical	13,440	$197K	0.07%	SOLD

Sector Allocation

Technology 20.7%

Financial Services 17.3%

Consumer Cyclical 16.0%

Communication Services 12.0%

Energy 9.5%

Healthcare 8.1%

Consumer Defensive 7.9%

Industrials 6.5%

Basic Materials 1.7%

Utilities 0.2%