CIK 1890149
Bell Investment Advisors, Inc
Institutional 13F holdings & portfolio
Holdings
1,802
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,802
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESML | ISHARES TR | 29K | $1M+ | SH |
| RTX | RTX CORPORATION | 7K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 21K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 7K | $1M+ | SH |
| SPYX | SPDR SERIES TRUST | 20K | $1M+ | SH |
| AMZN | AMAZON COM INC | 4K | $1M+ | SH |
| IMTM | ISHARES TR | 20K | $500K+ | SH |
| SPMB | SPDR SERIES TRUST | 43K | $500K+ | SH |
| TDTF | FLEXSHARES TR | 37K | $500K+ | SH |
| SHE | SPDR SERIES TRUST | 6K | $500K+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 34K | $500K+ | SH |
| ESGD | ISHARES TR | 9K | $500K+ | SH |
| ESGU | ISHARES TR | 6K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| INTU | INTUIT | 962 | $500K+ | SH |
| ESGE | ISHARES INC | 13K | $500K+ | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| A | AGILENT TECHNOLOGIES INC | 4K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| MMM | 3M CO | 3K | $500K+ | SH |
| VLUE | ISHARES TR | 4K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| MUNY | VANGUARD NY TAX FREE FDS | 5K | $100K–$500K | SH |
| MBB | ISHARES TR | 5K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 411 | $100K–$500K | SH |
| CALI | BLACKROCK ETF TRUST II | 9K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 7K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 439 | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 4K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 7K | $100K–$500K | SH |
| IVV | ISHARES TR | 516 | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 4K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 923 | $100K–$500K | SH |
| IDEV | ISHARES TR | 4K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 6K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 5K | $100K–$500K | SH |