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Portfolio (Quarterly) Guide ↗

Bellwether Advisors, LLC

· CIK 0001819815
13F Portfolio $675M AUM 168 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 45 New 39 Added 46 Reduced 37 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 18,034.0 $1.8M 0.26% +242.0 +1.4% $98.98 -1.6%
22 EFAV ISHARES TR 17,827.0 $1.6M 0.23% +251.0 +1.4% $87.71 +7.9%
23 USIG ISHARES TR 30,236.0 $1.6M 0.23% +320.0 +1.1% $51.29 -2.1%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,642.0 $1.5M 0.23% +1K +701.0% $935.47 +1.3%
25 ISTB ISHARES TR 29,887.0 $1.4M 0.21% +1K +3.7% $48.25 -0.5%
26 VOO VANGUARD INDEX FDS 1,994.0 $1.4M 0.20% +1K +202.1% $686.94 +2.4%
27 EFA ISHARES TR 10,555.0 $1.1M 0.16% +5K +89.1% $103.88 +4.2%
28 ACWI ISHARES TR 5,951.0 $934K 0.14% +203.0 +3.5% $156.96 +2.5%
29 EEMV ISHARES INC 11,203.0 $843K 0.12% +182.0 +1.6% $75.28 -0.8%
30 FLOT ISHARES TR 14,217.0 $726K 0.11% +549.0 +4.0% $51.05 -0.1%
31 IVE ISHARES TR 2,820.0 $640K 0.10% +103.0 +3.8% $227.05 +4.5%
32 EEM ISHARES TR 8,437.0 $577K 0.09% +4K +80.8% $68.41 -1.9%
33 BUFF INNOVATOR ETFS TRUST 8,587.0 $452K 0.07% +191.0 +2.3% $52.68 +1.7%
34 AOR ISHARES TR 6,115.0 $425K 0.06% +1K +26.3% $69.50 +0.5%
35 EMB ISHARES TR 4,175.0 $403K 0.06% +136.0 +3.4% $96.43 -1.8%
36 IJJ ISHARES TR 2,621.0 $387K 0.06% +167.0 +6.8% $147.74 +0.9%
37 AOA ISHARES TR 3,933.0 $384K 0.06% +303.0 +8.3% $97.60 +1.4%
38 ESGU ISHARES TR 2,288.0 $374K 0.06% +40.0 +1.8% $163.67 +2.5%
39 VWO VANGUARD INTL EQUITY INDEX F 5,283.0 $315K 0.05% +828.0 +18.6% $59.69 +1.3%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Industrials 16.6%
Healthcare 15.3%
Financial Services 10.3%
Consumer Cyclical 8.2%
Communication Services 5.5%
Basic Materials 3.4%
Consumer Defensive 1.0%
Utilities 0.9%
Energy 0.2%