Institutional Fund
Bellwether Advisors, LLC
Lincoln, NECIK 18198155 filings on record
Portfolio Value
$590.18M
Q1 2026
Holdings
159
Reported positions
New Buys
47
Opened this quarter
QoQ Change
-5.8%
from $626.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Select Sector Spdr Tr7.6%
- Ishares Tr6.3%
- Select Sector Spdr Tr6.3%
- Select Sector Spdr Tr5.8%
- Select Sector Spdr Tr5.3%
- Select Sector Spdr Tr3.5%
- Other65.2%
Portfolio Holdings
159 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Select Sector Spdr Tr | 336.1K | $44.67M | 7.6% | −152.2K | Reduced |
| 2 | Ishares Tr | 57.0K | $37.24M | 6.3% | −180 | Reduced |
| 3 | Select Sector Spdr Tr | 230.2K | $37.23M | 6.3% | −67.4K | Reduced |
| 4 | Select Sector Spdr Tr | 682.5K | $34.11M | 5.8% | +682.5K | New |
| 5 | Select Sector Spdr Tr | 639.5K | $31.57M | 5.3% | +610.6K | Added |
| 6 | Select Sector Spdr Tr | 190.9K | $20.80M | 3.5% | −253.6K | Reduced |
| 7 | Berkshire Hathaway Inc Del | 30.3K | $14.53M | 2.5% | −1.9K | Reduced |
| 8 | Select Sector Spdr Tr | 94.6K | $13.88M | 2.4% | −12.9K | Reduced |
| 9 | Innovator Etfs Trust | 282.4K | $13.03M | 2.2% | −10.2K | Reduced |
| 10 | Select Sector Spdr Tr | 109.0K | $12.08M | 2.0% | −298.5K | Reduced |
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