Bell Investment Advisors, Inc
RIA/Wealth
Bell Investment Advisors, Inc is a RIA/Wealth based in Orinda, CA led by James Frederick Bell, reporting $686.4M in AUM as of Q3 2025 with 90% ETF concentration, 59% concentrated in top 10 holdings, and minimal technology exposure.
FounderJames Frederick Bell
- Portfolio Value
- $611.5M
- Positions
- 1,874
- Top Holding
- GBIL at 9.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bell Investment Advisors, Inc's portfolio (58.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $60.5M | 9.89% | +$2.3M Bought | — 603.4K shares | |
ETF ETF | $54.3M | 8.87% | -$1.8M Sold | — 2.1M shares | |
ETF ETF | $47.0M | 7.69% | +$2.2M Bought | — 1.0M shares | |
ETF ETF | $45.9M | 7.51% | +$1.6M Bought | — 1.9M shares | |
ETF ETF | $37.1M | 6.07% | +$2.5M Bought | — 415.1K shares | |
ETF ETF | $28.9M | 4.73% | -$506.5K Sold | — 673.7K shares | |
ETF ETF | $24.2M | 3.96% | -$723.7K Sold | — 94.4K shares | |
ETF ETF | $23.7M | 3.88% | -$687.7K Sold | — 901.6K shares | |
ETF ETF | $19.9M | 3.25% | -$918.3K Sold | — 637.6K shares | |
ETF ETF | $18.9M | 3.09% | +$204.0K Bought | — 101.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bell Investment Advisors, Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Bell Investment Advisors, Inc
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