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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHD SCHWAB STRATEGIC TR 9,252.0 $293K 0.04% NEW $31.71 +10.7%
42 QQQ INVESCO QQQ TR Financial Services 318.0 $234K 0.04% NEW $736.40 -3.1%
43 VGT VANGUARD WORLD FD 1,848.0 $221K 0.03% NEW $119.52 -0.9%
44 IYR ISHARES TR 2,087.0 $213K 0.03% NEW $102.23 +2.4%
45 AMD ADVANCED MICRO DEVICES INC Technology 353.0 $205K 0.03% NEW $580.91 -18.5%
Page 3 of 3  ·  45 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%