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Portfolio (Quarterly) Guide ↗

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

· CIK 0001352860
13F Portfolio $802M AUM 716 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 160 Added 160 Reduced 47 Exited
Page 3 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 12,863.0 $752K 0.09% -155.0 -1.2% $58.49 +2.2%
42 CASY CASEYS GEN STORES INC COM Consumer Cyclical 945.0 $751K 0.09% -39.0 -4.0% $794.79 +9.5%
43 JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF 19,213.0 $743K 0.09% -526.0 -2.7% $38.67 +1.7%
44 MPWR MONOLITHIC PWR SYS INC COM Technology 519.0 $717K 0.09% -4.0 -0.8% $1382.36 +2.4%
45 QCOM QUALCOMM INC COM Technology 3,880.0 $717K 0.09% -4K -50.6% $184.79 -12.2%
46 RA BROOKFIELD REAL ASSETS INCOME SHS BEN INT Financial Services 55,637.0 $717K 0.09% -726.0 -1.3% $12.88 -1.7%
47 FOCT FT VEST U.S. EQUITY BUFFER ETF - OCTOBER 13,644.0 $713K 0.09% -328.0 -2.4% $52.29 +2.4%
48 WTRG ESSENTIAL UTILS INC COM Utilities 18,554.0 $711K 0.09% -2K -8.9% $38.31 +3.9%
49 META META PLATFORMS INC CL A Communication Services 1,250.0 $704K 0.09% -22.0 -1.7% $563.25 +1.0%
50 AMKR AMKOR TECHNOLOGY INC COM Technology 8,022.0 $692K 0.09% -61.0 -0.8% $86.23 -28.9%
51 PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST 15,003.0 $685K 0.09% -192.0 -1.3% $45.64 +2.4%
52 CRS CARPENTER TECHNOLOGY CORP COM Industrials 1,106.0 $682K 0.09% -8.0 -0.7% $616.84 -12.1%
53 DSM BNY MELLON STRATEGIC MUN BD FD COM Financial Services 107,584.0 $662K 0.08% -2K -1.4% $6.15 -4.9%
54 MU MICRON TECHNOLOGY INC COM Technology 545.0 $629K 0.08% -75.0 -12.1% $1154.50 -12.4%
55 PSMO PACER SWAN SOS MODERATE (OCTOBER) ETF 18,667.0 $607K 0.08% -437.0 -2.3% $32.53 +2.0%
56 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 16,520.0 $599K 0.07% -194.0 -1.2% $36.26 +1.8%
57 VIG VANGUARD DIVIDEND APPRECIATION ETF 2,453.0 $580K 0.07% -48.0 -1.9% $236.62 +3.3%
58 TSLA TESLA INC COM Consumer Cyclical 1,371.0 $577K 0.07% -1K -44.2% $420.60 -19.3%
59 C CITIGROUP INC COM NEW Financial Services 4,039.0 $565K 0.07% -23.0 -0.6% $139.96 -1.0%
60 KJUL INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY 15,996.0 $543K 0.07% -498.0 -3.0% $33.97 +1.1%
Page 3 of 8  ·  160 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 88.9%
Technology 5.6%
Healthcare 1.2%
Consumer Cyclical 1.2%
Communication Services 1.0%
Industrials 0.8%
Consumer Defensive 0.7%
Utilities 0.5%
Basic Materials 0.1%
Energy 0.0%