§ 13F · FUND PROFILE
Wela Strategies, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $253.4T (13F)Positions · 65Turnover · — · Q3Filed · Oct 24, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 24, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 100K | $67.2T | 25.5% | — |
| 2 | SPTI | SPDR SERIES TRUST | 1.02M | $29.6T | 11.2% | — |
| 3 | LQD | ISHARES TR | 228K | $25.4T | 9.6% | — |
| 4 | IEFA | ISHARES TR | 266K | $23.2T | 8.8% | — |
| 5 | BND | VANGUARD BD INDEX FDS | 189K | $14.1T | 5.3% | — |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 234K | $12.7T | 4.8% | — |
| 7 | VNQ | VANGUARD INDEX FDS | 126K | $11.5T | 4.4% | — |
| 8 | IJH | ISHARES TR | 127K | $8.3T | 3.1% | — |
| 9 | XLF | SELECT SECTOR SPDR TR | 123K | $6.6T | 2.5% | — |
| 10 | XLV | SELECT SECTOR SPDR TR | 47K | $6.6T | 2.5% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELA SIGNAL
AC read
Wela Strategies, Inc. is a Other fund managing $253406.0 trillion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed