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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 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF 1,054.0 $56K 0.01% -595.0 -36.1% $52.68 +2.0%
122 BX BLACKSTONE INC COM Financial Services 448.0 $53K 0.01% -103.0 -18.7% $117.67 +19.5%
123 CVX CHEVRON CORPORATION COM Energy 311.0 $52K 0.01% -187.0 -37.5% $165.76 +22.3%
124 HERZ HERZFELD CARIBBEAN BASIN FD COM Financial Services 2,997.0 $52K 0.01% -1K -30.4% $17.20 -5.5%
125 BA BOEING CO COM Industrials 238.0 $51K 0.01% -535.0 -69.2% $216.29 +4.5%
126 LNC LINCOLN NATL CORP IND COM Financial Services 1,410.0 $50K 0.01% -50.0 -3.4% $35.35 +26.4%
127 IWL ISHARES RUSSELL TOP 200 ETF 254.0 $47K 0.01% -88.0 -25.7% $185.02 +3.3%
128 AAOI APPLIED OPTOELECTRONICS INC COM Technology 304.0 $45K 0.01% -45.0 -12.9% $148.16 +4.5%
129 F FORD MTR CO COM Consumer Cyclical 3,038.0 $42K 0.01% -200.0 -6.2% $13.90 +1.1%
130 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF 341.0 $42K 0.01% -29.0 -7.8% $122.01 +1.6%
131 NPCT NUVEEN CORE PLUS IMPACT FUND COM BEN INT Financial Services 4,082.0 $41K 0.01% -500.0 -10.9% $10.13 -3.9%
132 BBAI BIGBEAR AI HLDGS INC COM Technology 10,450.0 $38K 0.01% -3K -20.1% $3.67 -12.5%
133 QVAL ALPHA ARCHITECT US QUANTITATIVE VALUE ETF 680.0 $38K 0.01% -400.0 -37.0% $55.45 +9.4%
134 BANX ARROWMARK FINANCIAL CORP COM Financial Services 1,903.0 $37K 0.01% -201.0 -9.6% $19.55 +6.0%
135 EVT EATON VANCE TAX ADVT DIV INCM COM Financial Services 1,244.0 $34K 0.00% -343.0 -21.6% $27.68 +6.3%
136 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 509.0 $33K 0.00% -260.0 -33.8% $64.51 +2.2%
137 MMU WESTERN ASSET MANAGED MUNS FD COM Financial Services 3,083.0 $32K 0.00% -100.0 -3.1% $10.42 -1.9%
138 COHR COHERENT CORP COM Technology 81.0 $32K 0.00% -160.0 -66.4% $394.47 -11.0%
139 XFLT XAI FLOATING RATE & ALTER INCO COM SHS BENF INT Financial Services 1,699.0 $30K 0.00% -16.0 -0.9% $17.55 +10.0%
140 PSTG EVERPURE INC CL A 349.0 $27K 0.00% -9.0 -2.5% $78.79
Page 7 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%