Bell Investment Advisors, Inc
CIK 1890149
13F filing for Q2 2026・No. 3,259
- Holdings
- US$680.83M
- Quarter change
- +US$41.67M
- Entries
- 1,820
- Net bought (estimate)
- −US$11.72M
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 77
- Sold out 117
- Cut 512
- Added 526
- Corporate actions 6
- Unchanged 705
Largest holdings
1,820 stocks worth US$680.83M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRFUNDAMENTAL US L | Added | 2,202,691 | US$68.5M | 10.06% |
| GOLDMAN SACHS ETF TRACCES TREASURY | Cut | 641,135 | US$64.22M | 9.43% |
| VANGUARD SCOTTSDALE FDSMTG-BKD SECS ETF | Added | 1,069,422 | US$50.06M | 7.35% |
| FLEXSHARES TRIBOXX 3R TARGT | Added | 2,056,091 | US$49.16M | 7.22% |
| TLTISHARES TR20 YR TR BD ETF | Added | 469,199 | US$40.55M | 5.96% |
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 656,318 | US$34.63M | 5.09% |
| ISHARES TRMSCI USA MMENTM | Cut | 77,807 | US$26.67M | 3.92% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 866,847 | US$25.51M | 3.75% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 89,061 | US$19.41M | 2.85% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US S | Cut | 442,641 | US$16.85M | 2.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.