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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 22 of 36  ·  716 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 URNM SPROTT URANIUM MINERS ETF 960.0 $50K 0.01% +800.0 +500.0% $52.59 +2.4%
422 AUGZ TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF 1,112.0 $50K 0.01% +800.0 +256.4% $45.37 +1.7%
423 MTZ MASTEC INC COM Industrials 120.0 $50K 0.01% $416.06 -32.1%
424 LNC LINCOLN NATL CORP IND COM Financial Services 1,410.0 $50K 0.01% -50.0 -3.4% $35.35 +28.3%
425 SYF SYNCHRONY FINANCIAL COM Financial Services 655.0 $50K 0.01% $76.05 +6.9%
426 IBUY AMPLIFY ONLINE RETAIL ETF 705.0 $49K 0.01% $69.12 +5.5%
427 PPG PPG INDS INC COM Basic Materials 400.0 $49K 0.01% $121.29 -6.9%
428 NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL 816.0 $48K 0.01% +607.0 +290.4% $59.20 +1.2%
429 LITE LUMENTUM HLDGS INC COM Technology 55.0 $47K 0.01% +9.0 +19.6% $858.05 +1.5%
430 KYN KAYNE ANDERSON ENERGY INFRSTR COM Financial Services 3,400.0 $47K 0.01% +3K +580.0% $13.83 +7.7%
431 IWL ISHARES RUSSELL TOP 200 ETF 254.0 $47K 0.01% -88.0 -25.7% $185.02 +2.7%
432 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 800.0 $46K 0.01% $57.61 +14.9%
433 AAOI APPLIED OPTOELECTRONICS INC COM Technology 304.0 $45K 0.01% -45.0 -12.9% $148.16 -9.6%
434 EBAY EBAY INC. COM Consumer Cyclical 402.0 $45K 0.01% $111.75 -7.3%
435 GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF 315.0 $45K 0.01% $141.89 +3.6%
436 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 250.0 $45K 0.01% +240.0 +2400.0% $178.24 +18.1%
437 NUE NUCOR CORP COM Basic Materials 200.0 $45K 0.01% $222.75 +18.4%
438 MTB M & T BK CORP COM Financial Services 182.0 $43K 0.01% $238.01 +5.8%
439 F FORD MTR CO COM Consumer Cyclical 3,038.0 $42K 0.01% -200.0 -6.2% $13.90 -0.0%
440 QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF 341.0 $42K 0.01% -29.0 -7.8% $122.01 +0.8%
Page 22 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%