account_balance

Investment manager · 13F filer · SEC CIK 1819815

Bellwether Advisors, LLC

Reported value$682Mas of Sep 30, 2026
Positions168 42 new, 41 sold out
Top 10 weight43.5%XLK alone is 10%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
XLK Select Sector SPDR Tr 10.3% Trimmed −4%
IVV iShares Tr 6.6% Held
XLF Select Sector SPDR Tr 5.0% Added +186%
VEA Vanguard Tax-Managed FDS 4.9% Held
XLV Select Sector SPDR Tr 4.1% Added +18%
XLI Select Sector SPDR Tr 3.8% Held
IEMG iShares Inc 3.1% Added +10%
PJAN Innovator Etfs Trust 2.1% Held
BRK-B Berkshire Hathaway Inc 2.0% Trimmed −2%
PDEC Innovator Etfs Trust 1.6% Held
XLY Select Sector SPDR Tr 1.6% Trimmed −48%
XLC Select Sector SPDR Tr 1.5% Trimmed −45%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 14, 2026 filing
add_circleNew
  • VCR $6.49M
  • VOX $6.28M
  • PLTR $5.88M
  • JPM $4.9M
arrow_upwardAdded
arrow_downwardTrimmed
  • VDE −61%
  • HPE −61%
  • XLE −55%
  • MU −52%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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