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Bell Investment Advisors, Inc.
Bell Investment Advisors, Inc is an independent registered investment advisory firm headquartered in Oakland, California. Founded in 1991, the firm provides investment management, financial planning, and career/life coaching services to individuals, high net worth clients, pension plans, and charitable organizations. As of mid-2025, Bell manages approximately $686 million in assets across over 1,100 accounts, with a team of about 15 employees including investment professionals. The firm is known for its holistic approach that combines financial advisory with career development support.
Investment Strategy
Bell Investment Advisors employs a diversified investment management strategy, focusing on building actively managed portfolios tailored to client objectives, risk tolerance, and time horizons. The firm emphasizes asset allocation, holdings across equities, fixed income, and ETFs, and regular portfolio rebalancing. Their philosophy integrates ongoing planning and coaching to help clients achieve financial and life goals, primarily serving individuals and institutions such as pension plans and charitable organizations.
Latest 13F Filing Activity
Bell Investment Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,856 equity positions with a total 13F market value of $582M. The fund increased holdings in Ishares TR, Schwab Strategic TR, Vanguard Scottsdale FDS among other positions. Bell Investment Advisors, Inc. reduced exposure to Ishares TR, Schwab Strategic TR, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (1,856)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GBIL | GOLDMAN SACHS ETF TR | 9.99% | $58.1M | 580,272 | $100.09 | $100.15 | +$1.3M |
F FNDX | SCHWAB STRATEGIC TR | 8.99% | $52.3M | 2,130,599 | $18.10 | $24.54 | +$1.7M |
V VMBS | VANGUARD SCOTTSDALE FDS | 7.61% | $44.2M | 954,655 | $46.80 | $46.34 | +$1.9M |
T TDTT | FLEXSHARES TR | 7.59% | $44.1M | 1,820,715 | $24.48 | $24.24 | +$715.1K |
T TLT | ISHARES TR | 5.87% | $34.1M | 386,890 | $89.56 | $88.25 | +$843.5K |
Industry Allocation
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