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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 V VISA INC Financial Services 824.0 $249K 0.04% -164.0 -16.6% $302.24 +8.3%
142 SGOV ISHARES TR 2,428.0 $244K 0.04% NEW $100.66 -0.1%
143 VWO VANGUARD INTL EQUITY INDEX F 4,455.0 $241K 0.04% $54.05 +12.4%
144 GOVT ISHARES TR 10,507.0 $241K 0.04% -113.0 -1.1% $22.91 -0.7%
145 DFUV DIMENSIONAL ETF TRUST 4,865.0 $236K 0.04% $48.46 +12.7%
146 BLK BLACKROCK INC Financial Services 242.0 $233K 0.04% +17.0 +7.6% $961.71 +9.2%
147 CME CME GROUP INC Financial Services 787.0 $232K 0.04% $295.35 -16.6%
148 FXO FIRST TR EXCHANGE-TRADED FD 4,065.0 $228K 0.04% $56.19 +8.6%
149 FSK FS KKR CAP CORP Financial Services 21,903.0 $223K 0.04% $10.18 +0.9%
150 SCHW SCHWAB CHARLES CORP Financial Services 2,372.0 $223K 0.04% -124.0 -5.0% $93.98 -2.4%
151 VV VANGUARD INDEX FDS 745.0 $223K 0.04% -12.0 -1.6% $298.85 +15.4%
152 UAL UNITED AIRLS HLDGS INC Industrials 2,416.0 $222K 0.04% $92.07 +28.5%
153 TSLA TESLA INC Consumer Cyclical 590.0 $219K 0.04% -6K -90.5% $371.75 +7.7%
154 FXR FIRST TR EXCHANGE-TRADED FD 2,650.0 $216K 0.04% $81.63 +8.6%
155 SCHG SCHWAB STRATEGIC TR 7,341.0 $214K 0.04% $29.13 +16.4%
156 ITA ISHARES TR 935.0 $205K 0.04% NEW $218.75 +9.3%
157 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 205.0 $204K 0.04% NEW $996.43 -4.5%
158 HYG ISHARES TR 2,550.0 $203K 0.03% $79.55 +0.6%
159 MVIS MICROVISION INC DEL Technology 10,000.0 $6K 0.00% $0.64 -43.2%
Page 8 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%