§ 13F · FUND PROFILE
Bellwether Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $605M (13F)Positions · 136Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$156M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 336K | $45M | 7.6% | −31% |
| 2 | IVV | ISHARES TR | 57K | $37M | 6.3% | ±0% |
| 3 | XLI | SELECT SECTOR SPDR TR | 230K | $37M | 6.3% | −23% |
| 4 | XLB | SELECT SECTOR SPDR TR | 683K | $34M | 5.8% | NEW |
| 5 | XLF | SELECT SECTOR SPDR TR | 640K | $32M | 5.3% | +2112% |
| 6 | XLY | SELECT SECTOR SPDR TR | 191K | $21M | 3.5% | −57% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 30K | $15M | 2.5% | −6% |
| 8 | XLV | SELECT SECTOR SPDR TR | 95K | $14M | 2.4% | −12% |
| 9 | PJAN | INNOVATOR ETFS TRUST | 282K | $13M | 2.2% | −3% |
| 10 | XLC | SELECT SECTOR SPDR TR | 109K | $12M | 2.0% | −73% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BELLWETHER SIGNAL
AC read
Bellwether Advisors, LLC is a Other fund managing $605 million in assets. The fund runs a portfolio of 136 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed