Long-term investor
Blue Bell Private Wealth Management, LLC @bluebellprivatewealthman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001352860).
Record
- Tracked since 2025-06-30 (441 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months n/a · 1 year +18.7% · all +18.7%
- Max drawdown n/a · win rate 42% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 20.4% · long · since 2025-06-30
- GAM · 6.6% · long · since 2025-06-30
- SCHX · 2.8% · long · since 2025-06-30
- ADX · 2.7% · long · since 2025-06-30
- CET · 2.5% · long · since 2025-06-30
- SCHB · 2.0% · long · since 2025-06-30
- IWM · 1.9% · long · since 2025-06-30
- TY · 1.8% · long · since 2025-06-30
- SPYM · 1.7% · long · since 2025-06-30
- VTI · 1.6% · long · since 2025-06-30
- RVT · 1.6% · long · since 2025-06-30
- DIA · 1.3% · long · since 2025-06-30