Bell & Brown Wealth Advisors, LLC
Q4 2025 13F-HR/A Holdings
Location
Newport Beach, CA
Holdings as of
12/31/2025
Value ($000)
$310,719,082
Num holdings
71
Date filed
5/13/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
5/11/2026
SEC
View on sec.gov
Compare Q4 2025 to
2026 Q1
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type