13F Insight
DOSSIER · 13F-HR · Q2 2026

Bellwether Advisors, LLC

$675M in tracked AUM across 167 positions as of Q2 2026.

BA
CIK 0001819815 · last filed Jun 30, 2026
Total AUM
$675M
as of Q2 2026
Holdings
167
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bellwether Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XLK
SELECT SECTOR SPDR TR
$72M376K10.6%02
IVV
ISHARES TR
$44M59K6.5%03
VEA
VANGUARD TAX-MANAGED FDS
$33M461K4.9%04
XLI
SELECT SECTOR SPDR TR
$28M153K4.2%05
XLV
SELECT SECTOR SPDR TR
$23M142K3.3%06
XLY
SELECT SECTOR SPDR TR
$22M192K3.3%07
IEMG
ISHARES INC
$20M236K2.9%08
XLC
SELECT SECTOR SPDR TR
$18M171K2.7%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$14M28K2.1%10
PJAN
INNOVATOR ETFS TRUST
$14M280K2.1%

Filing history

2026Q2Jun 30
$675M▲ 14.4%
167 positionsView →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 positionsLocked
Showing 12 of 23