Blue Bell Private Wealth Management, LLC
Annual return '25
+8.8%
SPY '25
+17.7%
Alpha
-8.9ptsvs SPY
Invested
$695.6M
Holdings
723
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STREET SPDR S&P 500 ETF
Held since at least Q1 2024
20.3%
02
$GAM
GENERAL AMERN INVS CO INC COM
Held since at least Q1 2024
6.9%
03
$SCHX
SCHWAB U.S. LARGE-CAP ETF
Held since at least Q1 2024
3.0%
04
$ADX
ADAMS DIVERSIFIED EQUITY FD COM
Held since at least Q1 2024
2.8%
05
$CET
CENTRAL SECS CORP COM
Held since at least Q1 2024
2.5%
06
$SCHB
SCHWAB U.S. BROAD MARKET ETF
Held since at least Q1 2024
2.2%
07
$TY
TRI CONTL CORP COM
Held since at least Q1 2024
2.0%
08
$IWM
ISHARES RUSSELL 2000 ETF
Held since at least Q1 2024
1.8%
09
$VTI
VANGUARD TOTAL STOCK MARKET ETF
Q1 2026: New position (290.7k shares)
1.7%
10
$RVT
ROYCE SMALL CAP TRUST INC COM
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.