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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFA ISHARES TR 5,583.0 $542K 0.09% NEW $97.13 +7.5%
42 RSP INVESCO EXCHANGE TRADED FD T 2,464.0 $473K 0.08% NEW $191.92 +9.4%
43 XOM EXXON MOBIL CORP Energy 2,278.0 $386K 0.07% NEW $169.66 -18.8%
44 EEM ISHARES TR 4,667.0 $265K 0.04% NEW $56.79 +24.7%
45 SGOV ISHARES TR 2,428.0 $244K 0.04% NEW $100.66 -0.1%
46 ITA ISHARES TR 935.0 $205K 0.04% NEW $218.75 +9.3%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 205.0 $204K 0.04% NEW $996.43 -4.5%
Page 3 of 3  ·  47 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
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%