BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is an Investment Adviser institutional filer with the SEC under CIK 1352860, reporting 716 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: DE
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-05

Top 10 portfolio positions

The largest reported holdings in BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's most recent 13F filing, ranked by reported market value.

1. STATE STREET SPDR S&P 500 ETF (SPY)
2. GENERAL AMERN INVS CO INC COM (GAM)
3. SCHWAB U.S. LARGE-CAP ETF (SCHX)
4. ADAMS DIVERSIFIED EQUITY FD COM (ADX)
5. CENTRAL SECS CORP COM (CET)
6. SCHWAB U.S. BROAD MARKET ETF (SCHB)
7. ISHARES RUSSELL 2000 ETF (IWM)
8. TRI CONTL CORP COM (TY)
9. STATE STREET SPDR PORTFOLIO S&P 500 ETF (SPYM)
10. VANGUARD TOTAL STOCK MARKET ETF (VTI)