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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 4 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFEB INNOVATOR ETFS TRUST 59,530.0 $2.6M 0.38% -21K -26.4% $43.06 +1.8%
62 META META PLATFORMS INC Communication Services 4,490.0 $2.5M 0.38% +4K +564.2% $563.29 -2.4%
63 PMAY INNOVATOR ETFS TRUST 60,745.0 $2.5M 0.37% +42K +218.7% $41.30 +1.8%
64 PWR QUANTA SVCS INC Industrials 3,393.0 $2.4M 0.36% NEW $720.07 -11.2%
65 FIX COMFORT SYS USA INC Industrials 1,230.0 $2.4M 0.36% -2K -66.3% $1981.95 -16.5%
66 POCT INNOVATOR ETFS TRUST 50,797.0 $2.4M 0.35% -4K -7.8% $46.41 +1.9%
67 BJAN INNOVATOR ETFS TRUST 38,480.0 $2.3M 0.34% $58.87 +2.2%
68 VNQ VANGUARD INDEX FDS 23,453.0 $2.3M 0.34% NEW $96.43 +2.1%
69 XLU SELECT SECTOR SPDR TR 48,538.0 $2.2M 0.33% -11K -17.9% $45.34 -5.7%
70 AMZN AMAZON COM INC Consumer Cyclical 9,141.0 $2.2M 0.32% +6K +205.7% $238.34 +8.5%
71 IBB ISHARES TR 11,441.0 $2.2M 0.32% -146.0 -1.3% $190.19 +12.3%
72 AAPL APPLE INC Technology 7,490.0 $2.2M 0.32% -3K -27.9% $289.36 +6.9%
73 ABT ABBOTT LABORATORIES Healthcare 21,000.0 $1.9M 0.28% $90.74 +28.5%
74 TSLA TESLA INC Consumer Cyclical 4,486.0 $1.9M 0.28% +4K +660.3% $420.60 -13.7%
75 AGG ISHARES TR 18,034.0 $1.8M 0.26% +242.0 +1.4% $98.98 -1.6%
76 RDDT REDDIT INC Communication Services 9,865.0 $1.7M 0.25% NEW $173.58 -11.7%
77 EBAY EBAY INC. Consumer Cyclical 14,313.0 $1.6M 0.24% NEW $111.75 -6.8%
78 CAH CARDINAL HEALTH INC Healthcare 6,646.0 $1.6M 0.23% -3K -33.1% $237.56 -3.4%
79 EFAV ISHARES TR 17,827.0 $1.6M 0.23% +251.0 +1.4% $87.71 +7.9%
80 EXPE EXPEDIA GROUP INC Consumer Cyclical 6,103.0 $1.6M 0.23% NEW $255.88 +25.7%
Page 4 of 9  ·  167 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%