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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 7 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SHW SHERWIN WILLIAMS CO Basic Materials 1,849.0 $637K 0.09% $344.32 +0.7%
122 ORCL ORACLE CORP Technology 4,326.0 $634K 0.09% $146.55 -0.1%
123 BMAR INNOVATOR ETFS TRUST 10,709.0 $617K 0.09% $57.63 +2.0%
124 EEM ISHARES TR 8,437.0 $577K 0.09% +4K +80.8% $68.41 -1.9%
125 BSEP INNOVATOR ETFS TRUST 10,302.0 $543K 0.08% $52.73 +2.3%
126 IEFA ISHARES TR 5,564.0 $537K 0.08% -39.0 -0.7% $96.58 +4.4%
127 IYK ISHARES TR 7,234.0 $526K 0.08% -227.0 -3.0% $72.66 +3.7%
128 RSP INVESCO EXCHANGE TRADED FD T 2,464.0 $524K 0.08% $212.77 +4.2%
129 FAST FASTENAL CO Industrials 10,588.0 $509K 0.07% -164.0 -1.5% $48.03 +6.7%
130 BUFF INNOVATOR ETFS TRUST 8,587.0 $452K 0.07% +191.0 +2.3% $52.68 +1.7%
131 BOCT INNOVATOR ETFS TRUST 8,147.0 $432K 0.06% $53.02 +2.4%
132 AOR ISHARES TR 6,115.0 $425K 0.06% +1K +26.3% $69.50 +0.5%
133 EMB ISHARES TR 4,175.0 $403K 0.06% +136.0 +3.4% $96.43 -1.8%
134 IJJ ISHARES TR 2,621.0 $387K 0.06% +167.0 +6.8% $147.74 +0.9%
135 AOA ISHARES TR 3,933.0 $384K 0.06% +303.0 +8.3% $97.60 +1.4%
136 ESGU ISHARES TR 2,288.0 $374K 0.06% +40.0 +1.8% $163.67 +2.5%
137 LDUR PIMCO ETF TR 3,893.0 $372K 0.06% NEW $95.61 -0.2%
138 SCHV SCHWAB STRATEGIC TR 9,473.0 $330K 0.05% $34.81 +0.4%
139 UAL UNITED AIRLS HLDGS INC Industrials 2,416.0 $329K 0.05% $135.99 -16.8%
140 CSCO CISCO SYS INC Technology 2,790.0 $328K 0.05% NEW $117.46 -5.5%
Page 7 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%