Bellars Harris Wealth Management, LLC ETF holdings
Virginia Beach, VA
Reported $104.2M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$104.2M
ETFs held
32
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
21.2%
of $491.3M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BALT | Innovator Defined Wealth Shield ETF - Quarterly | $14.6M | 426,335 | New position |
| IJH | iShares Core S&P Mid-Cap ETF | $7.2M | 92,849 | New position |
| JAAA | Janus Henderson AAA CLO ETF | $6.7M | 132,912 | New position |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $5.9M | 41,470 | New position |
| SPHQ | Invesco S&P 500 Quality ETF | $5.9M | 65,085 | New position |
| VIG | Vanguard Dividend Appreciation ETF | $5.8M | 24,696 | New position |
| JSI | Janus Henderson Securitized Income ETF | $5.1M | 98,641 | New position |
| RSP | Invesco S&P 500 Equal Weight ETF | $4.9M | 23,191 | New position |
| MTUM | iShares MSCI USA Momentum Factor ETF | $4.8M | 13,993 | New position |
| FLTR | VanEck IG Floating Rate ETF | $4.8M | 185,994 | New position |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002136908. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Bellars Harris Wealth Management, LLC own?
Bellars Harris Wealth Management, LLC reported 32 ETF positions worth $104.2M in its Form 13F for June 30, 2026. The largest was BALT, at $14.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.