SEC Form 13F

Bellars Harris Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$491,284,784
Positions96

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CATERPILLAR INCORPORATEDCATCOM$14,743,54113,845
INNOVATOR DEFINED WEALTH SHLD ETFBALTDEFINED WLT SHLD$14,610,500426,335
CISCO SYSTEMS INCORPORATEDCSCOCOM$13,255,478112,851
JPMORGAN CHASE & COMPANYJPMCOM$13,033,19839,817
JOHNSON CONTROLS INTERNATION SHS (IRELAND)JCISHS$11,051,61475,639
WELLTOWER INCORPORATED REITWELLCOM$10,619,85446,790
WILLIAMS COMPANIES INCORPORATEDWMBCOM$10,569,719142,181
AMERICAN ELEC PWR COMPANY INCORPORATEDAEPCOM$10,376,65975,847
BANK OF NY MELLON CORPORATIONBNYCOM$10,324,27871,394
MERCK & COMPANY INCORPORATEDMRKCOM$10,260,34079,847

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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