Bellwether Advisors, LLC: 13F holdings
CIK 18198152026Q2
| Positions | 167 |
|---|
| Reported value | $675.0m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 167 (+8 vs prior quarter) |
|---|
| Reported value | $675.0m (+14.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XLK SELECT SECTOR SPDR TR | 376,090 | $71.7m | 10.6% |
| IVV ISHARES TR | 58,738 | $44.0m | 6.5% |
| VEA VANGUARD TAX-MANAGED FDS | 461,032 | $32.8m | 4.9% |
| XLI SELECT SECTOR SPDR TR | 152,772 | $28.3m | 4.2% |
| XLV SELECT SECTOR SPDR TR | 142,132 | $22.6m | 3.3% |
| XLY SELECT SECTOR SPDR TR | 191,679 | $22.5m | 3.3% |
| IEMG ISHARES INC | 235,732 | $19.5m | 2.9% |
| XLC SELECT SECTOR SPDR TR | 170,958 | $18.3m | 2.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 28,442 | $14.2m | 2.1% |
| PJAN INNOVATOR ETFS TRUST | 280,308 | $13.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1819815")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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