Blue Bell Private Wealth Management
$802M 13F equity value
759 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Blue Bell Private Wealth Management covers the quarter ended June 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 | 219,334 | $164M | 20.4% |
| GAM | GENERAL AMERN INVS CO INC COM | 825,486 | $53M | 6.6% |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 775,110 | $23M | 2.8% |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | 846,398 | $22M | 2.7% |
| CET | CENTRAL SECS CORP COM | 385,055 | $20M | 2.5% |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 558,980 | $16M | 2.0% |
| IWM | ISHARES RUSSELL 2000 ETF | 50,040 | $15M | 1.9% |
| TY | TRI CONTL CORP COM | 429,902 | $15M | 1.8% |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 159,494 | $14M | 1.7% |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 35,124 | $13M | 1.6% |
Track Blue Bell Private Wealth Management's 13F portfolio: $802M in reported holdings, 759 positions. Top holdings and quarterly changes on SentiSense.
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