BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 13F holdings
CIK 13528602026Q2
| Positions | 716 |
|---|---|
| Reported value | $802.2m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STREET SPDR S&P 500 ETF | 219,334 | $163.8m | 20.4% |
| GAM GENERAL AMERN INVS CO INC COM | 825,486 | $52.6m | 6.6% |
| SCHX SCHWAB U.S. LARGE-CAP ETF | 775,110 | $22.8m | 2.8% |
| ADX ADAMS DIVERSIFIED EQUITY FD COM | 846,398 | $21.6m | 2.7% |
| CENTRAL SECS CORP COM | 385,055 | $20.2m | 2.5% |
| SCHB SCHWAB U.S. BROAD MARKET ETF | 558,980 | $16.2m | 2.0% |
| IWM ISHARES RUSSELL 2000 ETF | 50,040 | $15.0m | 1.9% |
| TRI CONTL CORP COM | 429,902 | $14.8m | 1.8% |
| SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF | 159,494 | $14.0m | 1.7% |
| VTI VANGUARD TOTAL STOCK MARKET ETF | 35,124 | $13.0m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1352860")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.