§ 13F · FUND PROFILE
Wela Strategies, Inc..
AUM · $264M (13F)Positions · 55Turnover · n/a · Q3Filed · Oct 24, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 24, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 100K | $67M | 25.5% | −4% |
| 2 | SPTI | SPDR SERIES TRUST | 1.02M | $30M | 11.2% | +2% |
| 3 | LQD | ISHARES TR | 228K | $25M | 9.6% | +3% |
| 4 | IEFA | ISHARES TR | 266K | $23M | 8.8% | −12% |
| 5 | BND | VANGUARD BD INDEX FDS | 189K | $14M | 5.3% | +6% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 234K | $13M | 4.8% | +9% |
| 7 | VNQ | VANGUARD INDEX FDS | 126K | $12M | 4.4% | +6% |
| 8 | IJH | ISHARES TR | 127K | $8M | 3.1% | −1% |
| 9 | XLF | SELECT SECTOR SPDR TR | 123K | $7M | 2.5% | +1% |
| 10 | XLV | SELECT SECTOR SPDR TR | 47K | $7M | 2.5% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELA SIGNAL
AC read
Wela Strategies, Inc. is a Other fund managing $264 million in assets. The fund runs a portfolio of 55 positions.
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