Bellwether Advisors, LLC
CIK 0001819815 · LINCOLN, NE · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$675.0M
2026 Q2
Positions
167
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
XLK
SELECT SECTOR SPDR TR
10.6%
IVV
ISHARES TR
6.5%
VEA
VANGUARD TAX-MANAGED FDS
4.9%
XLI
SELECT SECTOR SPDR TR
4.2%
XLV
SELECT SECTOR SPDR TR
3.3%
XLY
SELECT SECTOR SPDR TR
3.3%
IEMG
ISHARES INC
2.9%
XLC
SELECT SECTOR SPDR TR
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.