Bellars Harris Wealth Management, LLC: 13F holdings
CIK 21369082026Q2
| Positions | 96 |
|---|---|
| Reported value | $491.3m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CAT CATERPILLAR INCORPORATED | 13,845 | $14.7m | 3.0% |
| INNOVATOR DEFINED WEALTH SHLD ETF | 426,335 | $14.6m | 3.0% |
| CSCO CISCO SYSTEMS INCORPORATED | 112,851 | $13.3m | 2.7% |
| JPM JPMORGAN CHASE & COMPANY | 39,817 | $13.0m | 2.7% |
| JOHNSON CONTROLS INTERNATION SHS (IRELAND) | 75,639 | $11.1m | 2.2% |
| WELL WELLTOWER INCORPORATED REIT | 46,790 | $10.6m | 2.2% |
| WMB WILLIAMS COMPANIES INCORPORATED | 142,181 | $10.6m | 2.2% |
| AEP AMERICAN ELEC PWR COMPANY INCORPORATED | 75,847 | $10.4m | 2.1% |
| BNY BANK OF NY MELLON CORPORATION | 71,394 | $10.3m | 2.1% |
| MRK MERCK & COMPANY INCORPORATED | 79,847 | $10.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2136908")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.