Bellars Harris Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2136908 · latest 13F-HR filed 2026-08-06

Bellars Harris Wealth Management, LLC manages $491.3M in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CAT (3.00%), BALT (2.97%), CSCO (2.70%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4429 BONNEY ROAD
SUITE 530
VIRGINIA BEACH, VA 23462
Phone
(757) 704-4200
Filing Manager
Bellars Harris Wealth Management, LLC
VIRGINIA BEACH, VA
Signatory
Michelle McCarthy
Chief Compliance Officer
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AUM

$491.3M

Long-equity book

Holdings

96

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CATERPILLAR INCORPORATED CAT 149123101 $14.7M 3.00% 13,845 SH
2 INNOVATOR DEFINED WEALTH SHLD ETF BALT 45783Y855 $14.6M 2.97% 426,335 SH
3 CISCO SYSTEMS INCORPORATED CSCO 17275R102 $13.3M 2.70% 112,851 SH
4 JPMORGAN CHASE & COMPANY JPM 46625H100 $13.0M 2.65% 39,817 SH
5 JOHNSON CONTROLS INTERNATION SHS (IRELAND) JCI G51502105 $11.1M 2.25% 75,639 SH
6 WELLTOWER INCORPORATED REIT WELL 95040Q104 $10.6M 2.16% 46,790 SH
7 WILLIAMS COMPANIES INCORPORATED WMB 969457100 $10.6M 2.15% 142,181 SH
8 AMERICAN ELEC PWR COMPANY INCORPORATED AEP 025537101 $10.4M 2.11% 75,847 SH
9 BANK OF NY MELLON CORPORATION BNY 064058100 $10.3M 2.10% 71,394 SH
10 MERCK & COMPANY INCORPORATED MRK 58933Y105 $10.3M 2.09% 79,847 SH
11 NISOURCE INCORPORATED NI 65473P105 $9.9M 2.02% 209,027 SH
12 BROADCOM INCORPORATED AVGO 11135F101 $9.8M 2.00% 25,990 SH
13 CUMMINS INCORPORATED CMI 231021106 $9.7M 1.98% 13,609 SH
14 LOEWS CORPORATION L 540424108 $9.4M 1.92% 83,149 SH
15 DUKE ENERGY CORPORATION NEW COM NEW DUK 26441C204 $9.3M 1.90% 73,740 SH
16 CARETRUST REIT INCORPORATED REIT CTRE 14174T107 $9.3M 1.90% 231,313 SH
17 PARKER-HANNIFIN CORPORATION PH 701094104 $9.3M 1.89% 9,489 SH
18 NATWEST GROUP PLC SPONS ADR (UNITED KINGDOM) NWG 639057207 $9.2M 1.88% 523,908 SH
19 COMFORT SYSTEMS USA INCORPORATED FIX 199908104 $9.2M 1.88% 4,655 SH
20 SNAP ON INCORPORATED SNA 833034101 $9.1M 1.86% 22,730 SH
21 MUELLER INDUSTRIES INCORPORATED MLI 624756102 $8.9M 1.81% 72,208 SH
22 WALMART INC WMT 931142103 $8.8M 1.78% 77,362 SH
23 RTX CORPORATION RTX 75513E101 $8.7M 1.78% 46,072 SH
24 MICRON TECHNOLOGY INCORPORATED MU 595112103 $8.7M 1.77% 7,535 SH
25 HARTFORD INSURANCE GROUP INCORPORATED HIG 416515104 $8.5M 1.72% 63,780 SH
26 HSBC HLDGS PLC SPON ADR NEW (UNITED KINGDOM) HSBC 404280406 $8.0M 1.64% 84,607 SH
27 HF SINCLAIR CORPORATION DINO 403949100 $7.8M 1.60% 112,539 SH
28 KIRBY CORPORATION KEX 497266106 $7.5M 1.53% 55,208 SH
29 NVIDIA CORPORATION NVDA 67066G104 $7.4M 1.50% 36,883 SH
30 APPLE INCORPORATED AAPL 037833100 $7.4M 1.50% 25,475 SH
31 ISHARES TR CORE S&P MCP ETF IJH 464287507 $7.2M 1.46% 92,849 SH
32 ALPHABET INCORPORATED CAP STK CLASS A GOOGL 02079K305 $7.2M 1.46% 20,034 SH
33 TECHNIPFMC PLC (UNITED KINGDOM) FTI G87110105 $7.0M 1.42% 105,379 SH
34 DYCOM INDUSTRIES INCORPORATED DY 267475101 $6.9M 1.40% 13,633 SH
35 PERDOCEO ED CORPORATION PRDO 71363P106 $6.8M 1.39% 213,013 SH
36 JANUS HENDERSON AAA CLO ETF JAAA 47103U845 $6.7M 1.37% 132,912 SH
37 GE AEROSPACE COM NEW GE 369604301 $6.0M 1.22% 16,065 SH
38 GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF GSLC 381430503 $5.9M 1.20% 41,470 SH
39 INVESCO S&P 500 QUALITY ETF SPHQ 46137V241 $5.9M 1.19% 65,085 SH
40 VANGUARD DIVIDEND APPRECIATION ETF VIG 921908844 $5.8M 1.19% 24,696 SH
41 AMAZON COM INCORPORATED AMZN 023135106 $5.6M 1.14% 23,495 SH
42 ARISTA NETWORKS INCORPORATED COM SHS ANET 040413205 $5.6M 1.14% 32,869 SH
43 OMEGA HEALTHCARE INVS INCORPORATED REIT OHI 681936100 $5.6M 1.13% 116,406 SH
44 BRISTOL-MYERS SQUIBB COMPANY BMY 110122108 $5.4M 1.10% 93,578 SH
45 TJX COMPANIES INCORPORATED NEW TJX 872540109 $5.2M 1.05% 34,049 SH
46 JANUS HENDERSON SECURITIZED INCOME ETF JSI 47103U746 $5.1M 1.03% 98,641 SH
47 CASEYS GENERAL STORES INCORPORATED CASY 147528103 $5.0M 1.03% 6,349 SH
48 GENERAL DYNAMICS CORPORATION GD 369550108 $5.0M 1.02% 14,157 SH
49 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 46137V357 $4.9M 1.00% 23,191 SH
50 ISHARES TR MSCI USA MMENTM MTUM 46432F396 $4.8M 0.98% 13,993 SH