Bellwether Advisors, LLC - Portfolio overview

Bellwether Advisors, LLC has 194 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. XLK - SELECT SECTOR SPDR TR, 6.44%
2. IVV - ISHARES TR, 5.37%
3. XLI - SELECT SECTOR SPDR TR, 5.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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