Bellars Harris Wealth Management, LLC
CIK 2136908 · Holdings on Jun 30, 2026 · First reported Aug 6, 2026
Top ten holdings
Q2 2026- CAT3.00%
- BALT2.97%
- CSCO2.70%
- JPM2.65%
- JCI2.25%
- WELL2.16%
- WMB2.15%
- AEP2.11%
- BNY2.10%
- MRK2.09%
Share classes counted separately24.18%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CATCATERPILLAR INC View history and evidence | $14.74M | 3.00% | 13.85K shares | Prior unavailable — | — | ▾ |
| 02 | BALTINN DEFINED WEALTH SHIELDDEFINED WLT SHLD View history and evidence | $14.61M | 2.97% | 426.33K shares | Prior unavailable — | — | ▾ |
| 03 | CSCOCISCO SYSTEMS INC View history and evidence | $13.26M | 2.70% | 112.85K shares | Prior unavailable — | — | ▾ |
| 04 | JPMJPMORGAN CHASE & CO View history and evidence | $13.03M | 2.65% | 39.82K shares | Prior unavailable — | — | ▾ |
| 05 | JCIJOHNSON CONTROLS INTERNATIONSHS View history and evidence | $11.05M | 2.25% | 75.64K shares | Prior unavailable — | — | ▾ |
| 06 | WELLWELLTOWER INC View history and evidence | $10.62M | 2.16% | 46.79K shares | Prior unavailable — | — | ▾ |
| 07 | WMBWILLIAMS COS INC View history and evidence | $10.57M | 2.15% | 142.18K shares | Prior unavailable — | — | ▾ |
| 08 | AEPAMERICAN ELECTRIC POWER View history and evidence | $10.38M | 2.11% | 75.85K shares | Prior unavailable — | — | ▾ |
| 09 | BNYBANK OF NEW YORK MELLON CORP View history and evidence | $10.32M | 2.10% | 71.39K shares | Prior unavailable — | — | ▾ |
| 10 | MRKMERCK & CO. INC. View history and evidence | $10.26M | 2.09% | 79.85K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2136908 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 491284784
}Research all 96 reported holdings.
This page includes 30 of 96 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 96 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2136908","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"2136908","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.