# EDGAR Filing Document

**Accession Number:** 0001725362
**File Stem:** 0001725362-26-000006
**Filing Date:** 2026-5
**Character Count:** 10417
**Document Hash:** 2b62a5e2baf5a918ad4abcfcdb2ebe9c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001725362-26-000006.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001725362-26-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR/A

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bell & Brown Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001725362

**ORGANIZATION NAME:**
- **EIN:** 473824203
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18402
- **FILM NUMBER:** 26973037

**BUSINESS ADDRESS:**
- **STREET 1:** 1305 PARK AVENUE
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92662
- **BUSINESS PHONE:** 949-396-1088

**MAIL ADDRESS:**
- **STREET 1:** 1305 PARK AVENUE
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92662

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [x] **Amendment Number:** 1

**This Amendment (Check only one.):** [x] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bell  Brown Wealth Advisors LLC<br>**Address:** 1305 PARK AVENUE<br>NEWPORT BEACH, CA 92662

**Form 13F File Number:** 028-18402

**CRD Number (if applicable):** 000175419

**SEC File Number (if applicable):** 801-96196

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Lantz Bell<br>**Title:** Chief Compliance Officer and Managing Member<br>**Phone:** 949-396-1088

**Signature, Place, and Date of Signing:**

Lantz Bell  Newport Beach, CA  05-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $310719082

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| BROADCOM INC | COM | 11135F101 |  | 19781812 | 57156 | SH |  | SOLE |  | 57156 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 17243706 | 55092 | SH |  | SOLE |  | 55092 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 16922314 | 62246 | SH |  | SOLE |  | 62246 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 13595373 | 12651 | SH |  | SOLE |  | 12651 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 11629091 | 13230 | SH |  | SOLE |  | 13230 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 10850057 | 16437 | SH |  | SOLE |  | 16437 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 10568263 | 32798 | SH |  | SOLE |  | 32798 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 9027526 | 75017 | SH |  | SOLE |  | 75017 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 8770698 | 37998 | SH |  | SOLE |  | 37998 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 8048448 | 13303 | SH |  | SOLE |  | 13303 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 7873352 | 36263 | SH |  | SOLE |  | 36263 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 7812856 | 45676 | SH |  | SOLE |  | 45676 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 7342622 | 15183 | SH |  | SOLE |  | 15183 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 7018530 | 43114 | SH |  | SOLE |  | 43114 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 6410227 | 57537 | SH |  | SOLE |  | 57537 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 6363170 | 68274 | SH |  | SOLE |  | 68274 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 6261287 | 55035 | SH |  | SOLE |  | 55035 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 6195343 | 13776 | SH |  | SOLE |  | 13776 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 6154649 | 21307 | SH |  | SOLE |  | 21307 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 5992525 | 30745 | SH |  | SOLE |  | 30745 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 5871333 | 14815 | SH |  | SOLE |  | 14815 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 5570531 | 6460 | SH |  | SOLE |  | 6460 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 5478428 | 37375 | SH |  | SOLE |  | 37375 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 5401102 | 14600 | SH |  | SOLE |  | 14600 | 0 | 0 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 5315150 | 29762 | SH |  | SOLE |  | 29762 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 4824263 | 26305 | SH |  | SOLE |  | 26305 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 4650347 | 30512 | SH |  | SOLE |  | 30512 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 4578887 | 43501 | SH |  | SOLE |  | 43501 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 4557524 | 78067 | SH |  | SOLE |  | 78067 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 4222007 | 50137 | SH |  | SOLE |  | 50137 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 4139509 | 17080 | SH |  | SOLE |  | 17080 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 3824512 | 93009 | SH |  | SOLE |  | 93009 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 3699167 | 11302 | SH |  | SOLE |  | 11302 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 3693865 | 31655 | SH |  | SOLE |  | 31655 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 3462555 | 11329 | SH |  | SOLE |  | 11329 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 3385437 | 9839 | SH |  | SOLE |  | 9839 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 3257213 | 46592 | SH |  | SOLE |  | 46592 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 3076490 | 51181 | SH |  | SOLE |  | 51181 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 3002786 | 20922 | SH |  | SOLE |  | 20922 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2656297 | 18535 | SH |  | SOLE |  | 18535 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 2484311 | 30404 | SH |  | SOLE |  | 30404 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 2289538 | 35937 | SH |  | SOLE |  | 35937 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 2253407 | 41776 | SH |  | SOLE |  | 41776 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 1951435 | 19964 | SH |  | SOLE |  | 19964 | 0 | 0 |
| TEEKAY CORPORATION LTD | SHS | G8726T105 |  | 1783298 | 197486 | SH |  | SOLE |  | 197486 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1703150 | 18165 | SH |  | SOLE |  | 18165 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 1686758 | 16719 | SH |  | SOLE |  | 16719 | 0 | 0 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 |  | 1654019 | 20257 | SH |  | SOLE |  | 20257 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 1630302 | 40555 | SH |  | SOLE |  | 40555 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 1538307 | 22950 | SH |  | SOLE |  | 22950 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 1320025 | 5474 | SH |  | SOLE |  | 5474 | 0 | 0 |
| CELANESE CORP DEL | COM | 150870103 |  | 1314570 | 31092 | SH |  | SOLE |  | 31092 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1261214 | 4019 | SH |  | SOLE |  | 4019 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 1174542 | 5652 | SH |  | SOLE |  | 5652 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1168023 | 6263 | SH |  | SOLE |  | 6263 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1120573 | 3638 | SH |  | SOLE |  | 3638 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 810533 | 4566 | SH |  | SOLE |  | 4566 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 699689 | 1392 | SH |  | SOLE |  | 1392 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 579343 | 1755 | SH |  | SOLE |  | 1755 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 498020 | 762 | SH |  | SOLE |  | 762 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 463604 | 989 | SH |  | SOLE |  | 989 | 0 | 0 |
| INNOSPEC INC | COM | 45768S105 |  | 380098 | 4966 | SH |  | SOLE |  | 4966 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 354006 | 1653 | SH |  | SOLE |  | 1653 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 339995 | 969 | SH |  | SOLE |  | 969 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 335883 | 1623 | SH |  | SOLE |  | 1623 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 276658 | 485 | SH |  | SOLE |  | 485 | 0 | 0 |
| DOW INC | COM | 260557103 |  | 261838 | 11199 | SH |  | SOLE |  | 11199 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 251899 | 410 | SH |  | SOLE |  | 410 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 234211 | 1455 | SH |  | SOLE |  | 1455 | 0 | 0 |
| NUCOR CORP | COM | 670346105 |  | 206934 | 1269 | SH |  | SOLE |  | 1269 | 0 | 0 |
| IMMUNITYBIO INC | COM | 45256X103 |  | 163647 | 82650 | SH |  | SOLE |  | 82650 | 0 | 0 |

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