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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 7 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 META META PLATFORMS INC Communication Services 676.0 $387K 0.07% -240.0 -26.2% $572.41 +0.8%
122 XOM EXXON MOBIL CORP Energy 2,278.0 $386K 0.07% NEW $169.66 -18.8%
123 EMB ISHARES TR 4,039.0 $379K 0.06% $93.93 +3.0%
124 WERN WERNER ENTERPRISES INC Industrials 12,379.0 $364K 0.06% $29.41 +38.4%
125 JPM JPMORGAN CHASE & CO Financial Services 1,155.0 $340K 0.06% $294.16 +10.6%
126 IJJ ISHARES TR 2,454.0 $325K 0.06% -39.0 -1.6% $132.50 +9.3%
127 HD HOME DEPOT INC Consumer Cyclical 988.0 $325K 0.06% $328.89 +1.6%
128 AOA ISHARES TR 3,630.0 $321K 0.05% -359.0 -9.0% $88.49 +11.0%
129 UNP UNION PAC CORP Industrials 1,322.0 $321K 0.05% -25.0 -1.9% $242.62 +5.9%
130 ESGU ISHARES TR 2,248.0 $318K 0.05% $141.42 +15.4%
131 AOR ISHARES TR 4,840.0 $311K 0.05% +138.0 +2.9% $64.35 +8.4%
132 LMT LOCKHEED MARTIN CORP Industrials 514.0 $311K 0.05% -54.0 -9.5% $604.39 -15.5%
133 ETN EATON CORP PLC Industrials 863.0 $309K 0.05% -98.0 -10.2% $357.67 +17.9%
134 SCHV SCHWAB STRATEGIC TR 9,473.0 $289K 0.05% $30.50 +13.3%
135 AXP AMERICAN EXPRESS CO Financial Services 954.0 $289K 0.05% -55.0 -5.5% $302.48 +11.7%
136 IUSB ISHARES TR 6,161.0 $285K 0.05% +56.0 +0.9% $46.19 -0.2%
137 COP CONOCOPHILLIPS Energy 2,117.0 $279K 0.05% -150.0 -6.6% $132.00 -18.4%
138 EEM ISHARES TR 4,667.0 $265K 0.04% NEW $56.79 +24.7%
139 BAPR INNOVATOR ETFS TRUST 5,152.0 $252K 0.04% -141.0 -2.7% $48.98 +8.6%
140 SCHF SCHWAB STRATEGIC TR 10,150.0 $251K 0.04% $24.75 +14.1%
Page 7 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%