Portfolio (Quarterly) Guide ↗

Bellwether Advisors, LLC

· CIK 0001819815

13F Portfolio $590M AUM 159 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 47 New 19 Added 53 Reduced 22 Exited

Page 2 of 2 · 22 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	SYK	STRYKER CORPORATION	Healthcare	603	$212K	0.03%	SOLD
22	BX	BLACKSTONE INC	Financial Services	1,310	$202K	0.03%	SOLD

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Sector Allocation

Financial Services 25.8%

Technology 24.9%

Industrials 19.6%

Healthcare 9.4%

Basic Materials 9.4%

Consumer Cyclical 4.4%

Communication Services 3.3%

Consumer Defensive 2.9%

Energy 0.4%