BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - Portfolio overview

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has 816 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STREET SPDR S&P 500 ETF, 19.89%
2. GAM - GENERAL AMERN INVS CO INC COM, 6.73%
3. SCHX - SCHWAB U.S. LARGE-CAP ETF, 2.95%

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

Explore securities or join Upside Invest to compare portfolios.