# EDGAR Filing Document

**Accession Number:** 0001725362
**File Stem:** 0001085146-23-001043
**Filing Date:** 2023-2
**Character Count:** 11313
**Document Hash:** b4c67cd11e12824365edbfc20afeb735
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-001043.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001085146-23-001043

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230210

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bell & Brown Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001725362
- **IRS NUMBER:** 473824203
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18402
- **FILM NUMBER:** 23612766

**BUSINESS ADDRESS:**
- **STREET 1:** 14 CORPORATE PLAZA
- **STREET 2:** SUITE 100
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660
- **BUSINESS PHONE:** 949-396-1088

**MAIL ADDRESS:**
- **STREET 1:** 14 CORPORATE PLAZA
- **STREET 2:** SUITE 100
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

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

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

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bell  Brown Wealth Advisors LLC<br>**Address:** 14 CORPORATE PLAZA<br>SUITE 100<br>Newport Beach, CA 92660

**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:** Gerardo Martinez<br>**Title:** Regulatory Consultant<br>**Phone:** 310-275-7300

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

/s/ Gerardo Martinez  Beverly Hills, CA  02-10-2023<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:** $181779857

      (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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 2787961 | 31649 | SH |  | SOLE |  | 31649 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 5251273 | 59518 | SH |  | SOLE |  | 59518 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 3116652 | 37103 | SH |  | SOLE |  | 37103 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 2328926 | 15763 | SH |  | SOLE |  | 15763 | 0 | 0 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 2290810 | 8722 | SH |  | SOLE |  | 8722 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 7999921 | 61571 | SH |  | SOLE |  | 61571 | 0 | 0 |
| ARBOR REALTY TRUST INC | COM | 038923108 | BBG001SJP3G4 | 420076 | 31848 | SH |  | SOLE |  | 31848 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 455010 | 1473 | SH |  | SOLE |  | 1473 | 0 | 0 |
| BOEING CO | COM | 097023105 | BBG001S5P0V3 | 6007126 | 31535 | SH |  | SOLE |  | 31535 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG001S8N8J6 | 4234532 | 58854 | SH |  | SOLE |  | 58854 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 5661490 | 10126 | SH |  | SOLE |  | 10126 | 0 | 0 |
| CELANESE CORP DEL | COM | 150870103 | BBG001SJDDG5 | 962078 | 9410 | SH |  | SOLE |  | 9410 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 4272734 | 23805 | SH |  | SOLE |  | 23805 | 0 | 0 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | BBG00Y7BLJF2 | 243248 | 1778 | SH |  | SOLE |  | 1778 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 1165420 | 25766 | SH |  | SOLE |  | 25766 | 0 | 0 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 2365998 | 37195 | SH |  | SOLE |  | 37195 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 | BBG001S5TZM2 | 214009 | 1814 | SH |  | SOLE |  | 1814 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 | BBG00BN969D0 | 1859837 | 31641 | SH |  | SOLE |  | 31641 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 2991380 | 6553 | SH |  | SOLE |  | 6553 | 0 | 0 |
| DISCOVER FINL SVCS | COM | 254709108 | BBG001SS0KV6 | 1896337 | 19384 | SH |  | SOLE |  | 19384 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 3873082 | 44580 | SH |  | SOLE |  | 44580 | 0 | 0 |
| DOW INC | COM | 260557103 | BBG00BN96931 | 2121367 | 42099 | SH |  | SOLE |  | 42099 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 | BBG00BN961H3 | 2285137 | 33297 | SH |  | SOLE |  | 33297 | 0 | 0 |
| EDISON INTL | COM | 281020107 | BBG001S7MY75 | 325225 | 5112 | SH |  | SOLE |  | 5112 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 8638851 | 78322 | SH |  | SOLE |  | 78322 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 | BBG001S5R3M5 | 3509245 | 20262 | SH |  | SOLE |  | 20262 | 0 | 0 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 | BBG001S5PVD5 | 321000 | 3831 | SH |  | SOLE |  | 3831 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 4579159 | 13335 | SH |  | SOLE |  | 13335 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 2494806 | 7898 | SH |  | SOLE |  | 7898 | 0 | 0 |
| INNOSPEC INC | COM | 45768S105 | BBG001S8RTD2 | 536518 | 5216 | SH |  | SOLE |  | 5216 | 0 | 0 |
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 522115 | 19755 | SH |  | SOLE |  | 19755 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 222604 | 836 | SH |  | SOLE |  | 836 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 504615 | 2857 | SH |  | SOLE |  | 2857 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 4467065 | 33311 | SH |  | SOLE |  | 33311 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 | BBG001S5SLZ0 | 1812308 | 13351 | SH |  | SOLE |  | 13351 | 0 | 0 |
| LEAR CORP | COM NEW | 521865204 | BBG001T60092 | 287106 | 2315 | SH |  | SOLE |  | 2315 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 | BBG001S5STL8 | 6491156 | 17744 | SH |  | SOLE |  | 17744 | 0 | 0 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 1164687 | 5846 | SH |  | SOLE |  | 5846 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 | BBG001STBM75 | 1947270 | 6078 | SH |  | SOLE |  | 6078 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | BBG001T8LMY9 | 907767 | 10933 | SH |  | SOLE |  | 10933 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 2503101 | 9498 | SH |  | SOLE |  | 9498 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 4648628 | 41899 | SH |  | SOLE |  | 41899 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 2318832 | 19269 | SH |  | SOLE |  | 19269 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 4209712 | 17553 | SH |  | SOLE |  | 17553 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG001S9V5Z3 | 361756 | 4255 | SH |  | SOLE |  | 4255 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 4105909 | 13924 | SH |  | SOLE |  | 13924 | 0 | 0 |
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 2711373 | 23172 | SH |  | SOLE |  | 23172 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | BBG001S5TP26 | 291419 | 534 | SH |  | SOLE |  | 534 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 | BBG001S5TZG9 | 3565778 | 56609 | SH |  | SOLE |  | 56609 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 2585587 | 31632 | SH |  | SOLE |  | 31632 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 | BBG0077VNXW5 | 2768891 | 38878 | SH |  | SOLE |  | 38878 | 0 | 0 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 2750865 | 15227 | SH |  | SOLE |  | 15227 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 2363624 | 15595 | SH |  | SOLE |  | 15595 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 4646417 | 42264 | SH |  | SOLE |  | 42264 | 0 | 0 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | BBG001S9GX43 | 283939 | 1815 | SH |  | SOLE |  | 1815 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | BBG001S5X5Q9 | 2177373 | 21575 | SH |  | SOLE |  | 21575 | 0 | 0 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | BBG007DLZ629 | 1211392 | 41600 | SH |  | SOLE |  | 41600 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 3159715 | 18626 | SH |  | SOLE |  | 18626 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 4063821 | 40966 | SH |  | SOLE |  | 40966 | 0 | 0 |
| STATERA BIOPHARMA INC | COM | 857561104 | BBG001SL8TJ8 | 1380 | 17000 | SH |  | SOLE |  | 17000 | 0 | 0 |
| TARGET CORP | COM | 87612E106 | BBG001SC0K41 | 2469950 | 16572 | SH |  | SOLE |  | 16572 | 0 | 0 |
| TEEKAY CORPORATION | COM | Y8564W103 | BBG001S8K4Q0 | 945060 | 208163 | SH |  | SOLE |  | 208163 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 701756 | 5697 | SH |  | SOLE |  | 5697 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 | BBG00FWQ4W44 | 6526171 | 13913 | SH |  | SOLE |  | 13913 | 0 | 0 |
| VALARIS LIMITED | CL A | G9460G101 | BBG010JW9K58 | 240592 | 3558 | SH |  | SOLE |  | 3558 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 | BBG001S5X8K9 | 5422236 | 42742 | SH |  | SOLE |  | 42742 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 331256 | 8407 | SH |  | SOLE |  | 8407 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 2682725 | 18920 | SH |  | SOLE |  | 18920 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 | BBG001S5XF23 | 4039721 | 97838 | SH |  | SOLE |  | 97838 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 | BBG001S5XH10 | 1707181 | 51890 | SH |  | SOLE |  | 51890 | 0 | 0 |
| WILLIAMS SONOMA INC | COM | 969904101 | BBG001SBW7S1 | 2447796 | 21300 | SH |  | SOLE |  | 21300 | 0 | 0 |

---