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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  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJJ ISHARES TR 2,454.0 $325K 0.06% -39.0 -1.6% $132.50 +9.3%
42 AOA ISHARES TR 3,630.0 $321K 0.05% -359.0 -9.0% $88.49 +11.0%
43 UNP UNION PAC CORP Industrials 1,322.0 $321K 0.05% -25.0 -1.9% $242.62 +5.9%
44 LMT LOCKHEED MARTIN CORP Industrials 514.0 $311K 0.05% -54.0 -9.5% $604.39 -15.5%
45 ETN EATON CORP PLC Industrials 863.0 $309K 0.05% -98.0 -10.2% $357.67 +17.9%
46 AXP AMERICAN EXPRESS CO Financial Services 954.0 $289K 0.05% -55.0 -5.5% $302.48 +11.7%
47 COP CONOCOPHILLIPS Energy 2,117.0 $279K 0.05% -150.0 -6.6% $132.00 -18.4%
48 BAPR INNOVATOR ETFS TRUST 5,152.0 $252K 0.04% -141.0 -2.7% $48.98 +8.6%
49 V VISA INC Financial Services 824.0 $249K 0.04% -164.0 -16.6% $302.24 +8.3%
50 GOVT ISHARES TR 10,507.0 $241K 0.04% -113.0 -1.1% $22.91 -0.7%
51 SCHW SCHWAB CHARLES CORP Financial Services 2,372.0 $223K 0.04% -124.0 -5.0% $93.98 -2.4%
52 VV VANGUARD INDEX FDS 745.0 $223K 0.04% -12.0 -1.6% $298.85 +15.4%
53 TSLA TESLA INC Consumer Cyclical 590.0 $219K 0.04% -6K -90.5% $371.75 +7.7%
Page 3 of 3  ·  53 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%