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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 19 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CRWD CROWDSTRIKE HLDGS INC CL A Technology 122.0 $93K 0.01% +26.0 +27.1% $190.78 +10.8%
362 INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF 1,850.0 $92K 0.01% $49.88 +6.2%
363 IWS ISHARES RUSSELL MID-CAP VALUE ETF 559.0 $92K 0.01% $164.60 +4.3%
364 GRF EAGLE CAP GROWTH FD INC COM Financial Services 9,012.0 $92K 0.01% +4K +92.6% $10.19 +5.5%
365 VV VANGUARD LARGE-CAP ETF 267.0 $92K 0.01% $343.91 +3.0%
366 NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER 1,459.0 $91K 0.01% $62.52 +1.5%
367 FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - APRIL 2,400.0 $91K 0.01% +2K +1100.0% $37.76
368 NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY 1,534.0 $91K 0.01% $59.02 +1.1%
369 BCX BLACKROCK RES & COMMODITIES ST SHS Financial Services 7,945.0 $90K 0.01% +900.0 +12.8% $11.31 +12.5%
370 UNH UNITEDHEALTH GROUP INC COM Healthcare 214.0 $89K 0.01% $415.63 -4.9%
371 KGC KINROSS GOLD CORP COM Basic Materials 3,692.0 $87K 0.01% -132.0 -3.5% $23.62 +15.5%
372 QJUN FT VEST NASDAQ-100 BUFFER ETF - JUNE 2,573.0 $87K 0.01% $33.79 -0.9%
373 PAYX PAYCHEX INC COM Industrials 877.0 $86K 0.01% $98.33 +23.5%
374 OCFC OCEANFIRST FINL CORP COM Financial Services 4,399.0 $86K 0.01% +124.0 +2.9% $19.53 -0.2%
375 EOS EATON VANCE ENHANCED EQUITY IN COM Financial Services 3,822.0 $84K 0.01% +4K +1811.0% $22.04 -1.3%
376 VOTE TCW TRANSFORM 500 ETF 923.0 $81K 0.01% $88.17 +2.8%
377 DMAR FT VEST US EQUITY DEEP BUFFER ETF - MARCH 1,800.0 $81K 0.01% $44.73 +1.5%
378 SKYY FIRST TRUST CLOUD COMPUTING ETF 594.0 $80K 0.01% -90.0 -13.2% $134.62 +20.4%
379 PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER 1,728.0 $79K 0.01% -290.0 -14.4% $45.89 +2.0%
380 TEL TE CONNECTIVITY PLC ORD SHS Technology 388.0 $78K 0.01% $201.61 +2.9%
Page 19 of 36  ·  716 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%