13F Insight
DOSSIER · 13F-HR · Q1 2026

Bellwether Advisors, LLC

$590M in tracked AUM across 159 positions as of Q1 2026.

BA
CIK 0001819815 · last filed Mar 31, 2026
Total AUM
$590M
as of Q1 2026
Holdings
159
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Bellwether Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XLK
SELECT SECTOR SPDR TR
$45M336K7.6%02
IVV
ISHARES TR
$37M57K6.3%03
XLI
SELECT SECTOR SPDR TR
$37M230K6.3%04
XLB
SELECT SECTOR SPDR TR
$34M683K5.8%05
XLF
SELECT SECTOR SPDR TR
$32M640K5.3%06
XLY
SELECT SECTOR SPDR TR
$21M191K3.5%07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$15M30K2.5%08
XLV
SELECT SECTOR SPDR TR
$14M95K2.4%09
PJAN
INNOVATOR ETFS TRUST
$13M282K2.2%10
XLC
SELECT SECTOR SPDR TR
$12M109K2.0%

Filing history

2026Q1Mar 31
$590M▼ 5.8%
159 positionsView →2025Q4Dec 31
$627M▲ 3.6%
134 positionsView →2025Q3Sep 30
$605M▲ 3.3%
136 positionsView →2025Q2Jun 30
$585M▲ 22.3%
599 positionsLocked2025Q1Mar 31
$479M▼ 14.4%
514 positionsLocked2024Q4Dec 31
$559M▲ 7.4%
514 positionsLocked2024Q3Sep 30
$521M▲ 9.2%
125 positionsLocked2024Q2Jun 30
$477M▲ 4.8%
119 positionsLocked2024Q1Mar 31
$455M▲ 11.9%
118 positionsLocked2023Q4Dec 31
$407M▲ 10.7%
113 positionsLocked2023Q3Sep 30
$367M▲ 8.1%
111 positionsLocked2023Q2Jun 30
$340M▼ 6.9%
90 positionsLocked
Showing 12 of 22