§ 13F · FUND PROFILE
Bellwether Advisors, LLC.
AUM · $675M (13F)Positions · 167Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$147M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 376K | $72M | 10.6% | +12% |
| 2 | IVV | ISHARES TR | 59K | $44M | 6.5% | +3% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 461K | $33M | 4.9% | NEW |
| 4 | XLI | SELECT SECTOR SPDR TR | 153K | $28M | 4.2% | −34% |
| 5 | XLV | SELECT SECTOR SPDR TR | 142K | $23M | 3.3% | +50% |
| 6 | XLY | SELECT SECTOR SPDR TR | 192K | $22M | 3.3% | ±0% |
| 7 | IEMG | ISHARES INC | 236K | $20M | 2.9% | NEW |
| 8 | XLC | SELECT SECTOR SPDR TR | 171K | $18M | 2.7% | +57% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 28K | $14M | 2.1% | −6% |
| 10 | PJAN | INNOVATOR ETFS TRUST | 280K | $14M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BELLWETHER SIGNAL
AC read
Bellwether Advisors, LLC is a Other fund managing $675 million in assets. The fund runs a portfolio of 167 positions.
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