BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
13F filing for Q2 2026・No. 2,948
- Holdings
- US$802.15M
- Quarter change
- +US$106.51M
- Entries
- 716
- Net bought (estimate)
- +US$23.33M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 39
- Sold out 47
- Cut 187
- Added 164
- Corporate actions 4
- Unchanged 326
Largest holdings
716 stocks worth US$802.15M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STREET SPDR S&P 500 ETFETF | Added | 219,334 | US$163.79M | 20.42% |
| GENERAL AMERN INVS CO INC COMCEF | Added | 825,486 | US$52.62M | 6.56% |
| SCHWAB U.S. LARGE-CAP ETFETF | Cut | 775,110 | US$22.81M | 2.84% |
| ADAMS DIVERSIFIED EQUITY FD COMCEF | Cut | 846,398 | US$21.63M | 2.70% |
| CENTRAL SECS CORP COMCEF | Added | 385,055 | US$20.2M | 2.52% |
| SCHWAB U.S. BROAD MARKET ETFETF | Cut | 558,980 | US$16.19M | 2.02% |
| IWMISHARES RUSSELL 2000 ETFETF | Added | 50,040 | US$15.03M | 1.87% |
| TRI CONTL CORP COMCEF | Cut | 429,902 | US$14.8M | 1.84% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETFETF | Added | 159,494 | US$14.02M | 1.75% |
| VANGUARD TOTAL STOCK MARKET ETFETF | Cut | 35,124 | US$13M | 1.62% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.