Blue Bell Private Wealth Management
$840M 13F equity value
791 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Blue Bell Private Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 224,929 | $172M | 20.4% |
| GAM | GENERAL AMERN INVS CO INC COM | 835,331 | $53M | 6.3% |
| CET | CENTRAL SECS CORP COM | 431,278 | $24M | 2.8% |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 763,149 | $23M | 2.7% |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | 794,851 | $20M | 2.4% |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 576,011 | $17M | 2.0% |
| TY | TRI CONTL CORP COM | 423,593 | $15M | 1.7% |
| IWM | ISHARES RUSSELL 2000 ETF | 51,179 | $14M | 1.7% |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 155,273 | $14M | 1.7% |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 37,123 | $14M | 1.7% |
Track Blue Bell Private Wealth Management's 13F portfolio: $840M in reported holdings, 791 positions. Top holdings and quarterly changes on SentiSense.
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