13F Insight
DOSSIER · 13F-HR · Q3 2025

Wela Strategies, Inc.

$264M in tracked AUM across 55 positions as of Q3 2025.

WS
CIK 0001644329 · last filed Sep 30, 2025
Total AUM
$264M
as of Q3 2025
Holdings
55
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Wela Strategies, Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$67M100K25.5%02
SPTI
SPDR SERIES TRUST
$30M1.0M11.2%03
LQD
ISHARES TR
$25M228K9.6%04
IEFA
ISHARES TR
$23M266K8.8%05
BND
VANGUARD BD INDEX FDS
$14M189K5.3%06
VWO
VANGUARD INTL EQUITY INDEX F
$13M234K4.8%07
VNQ
VANGUARD INDEX FDS
$12M126K4.4%08
IJH
ISHARES TR
$8M127K3.1%09
XLF
SELECT SECTOR SPDR TR
$7M123K2.5%10
XLV
SELECT SECTOR SPDR TR
$7M47K2.5%

Filing history

2025Q3Sep 30
$264M▲ 4.1%
55 positionsView →2025Q2Jun 30
$253M▲ 7.0%
65 positionsLocked2025Q1Mar 31
$237M▲ 2.1%
64 positionsLocked2024Q4Dec 31
$232M▲ 1.1%
53 positionsLocked2024Q3Sep 30
$229M▲ 6.9%
52 positionsLocked2024Q2Jun 30
$215M▲ 1.5%
50 positionsLocked2024Q1Mar 31
$212M▲ 13.6%
50 positionsLocked2023Q4Dec 31
$186M▲ 11.3%
49 positionsLocked2023Q3Sep 30
$167M▼ 6.0%
45 positionsLocked2022Q4Dec 31
$178M▲ 20.5%
45 positionsLocked2022Q3Sep 30
$148M▼ 13.3%
45 positionsLocked2022Q2Jun 30
$170M▼ 12.5%
45 positionsLocked
Showing 12 of 30