Bell Investment Advisors, Inc - Portfolio overview

Bell Investment Advisors, Inc has 2115 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. GBIL - GOLDMAN SACHS ETF TR, 10.06%
2. FNDX - SCHWAB STRATEGIC TR, 9.46%
3. VMBS - VANGUARD SCOTTSDALE FDS, 7.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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