SEC Form 13F

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$802,153,745
Positions716

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STREET SPDR S&P 500 ETFSPYETF$163,791,723219,334
GENERAL AMERN INVS CO INC COMGAMCEF$52,624,727825,486
SCHWAB U.S. LARGE-CAP ETFSCHXETF$22,811,489775,110
ADAMS DIVERSIFIED EQUITY FD COMADXCEF$21,625,466846,398
CENTRAL SECS CORP COMCETCEF$20,196,119385,055
SCHWAB U.S. BROAD MARKET ETFSCHBETF$16,188,056558,980
ISHARES RUSSELL 2000 ETFIWMETF$15,034,42050,040
TRI CONTL CORP COMTYCEF$14,797,219429,902
STATE STREET SPDR PORTFOLIO S&P 500 ETFSPYMETF$14,016,333159,494
VANGUARD TOTAL STOCK MARKET ETFVTIETF$12,997,28835,124

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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