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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 6 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ACWI ISHARES TR 5,748.0 $795K 0.14% -110.0 -1.9% $138.37 +14.0%
102 PMAY INNOVATOR ETFS TRUST 19,062.0 $761K 0.13% -155.0 -0.8% $39.94 +3.5%
103 LRGF ISHARES TR 11,241.0 $742K 0.13% -428.0 -3.7% $66.00 +14.6%
104 EEMV ISHARES INC 11,021.0 $713K 0.12% -144.0 -1.3% $64.73 +18.4%
105 FLOT ISHARES TR 13,668.0 $696K 0.12% -302.0 -2.2% $50.95 +0.1%
106 ORCL ORACLE CORP Technology 4,326.0 $636K 0.11% -414.0 -8.7% $147.11 +25.3%
107 AMZN AMAZON COM INC Consumer Cyclical 2,990.0 $623K 0.11% -277.0 -8.5% $208.27 +17.3%
108 SHW SHERWIN WILLIAMS CO Basic Materials 1,849.0 $593K 0.10% -78.0 -4.0% $320.55 +0.1%
109 IVE ISHARES TR 2,717.0 $574K 0.10% -38.0 -1.4% $211.17 +7.2%
110 BMAR INNOVATOR ETFS TRUST 10,709.0 $562K 0.10% $52.49 +9.4%
111 EFA ISHARES TR 5,583.0 $542K 0.09% NEW $97.13 +7.5%
112 IYK ISHARES TR 7,461.0 $522K 0.09% $70.03 +2.2%
113 IEFA ISHARES TR 5,603.0 $507K 0.09% +2K +68.3% $90.54 +7.5%
114 FAST FASTENAL CO Industrials 10,752.0 $499K 0.09% -1K -9.2% $46.40 -1.1%
115 BSEP INNOVATOR ETFS TRUST 10,302.0 $495K 0.08% $48.08 +9.5%
116 RSP INVESCO EXCHANGE TRADED FD T 2,464.0 $473K 0.08% NEW $191.92 +9.4%
117 BUFF INNOVATOR ETFS TRUST 8,396.0 $415K 0.07% $49.41 +6.4%
118 T AT&T INC Communication Services 14,305.0 $415K 0.07% $28.99 -24.1%
119 VOO VANGUARD INDEX FDS 660.0 $395K 0.07% +4.0 +0.6% $597.77 +15.1%
120 BOCT INNOVATOR ETFS TRUST 8,147.0 $391K 0.07% $47.99 +10.3%
Page 6 of 8  ·  159 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%