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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 8 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AXP AMERICAN EXPRESS CO Financial Services 954.0 $323K 0.05% $338.25 -0.7%
142 VWO VANGUARD INTL EQUITY INDEX F 5,283.0 $315K 0.05% +828.0 +18.6% $59.69 +1.3%
143 XOM EXXON MOBIL CORP Energy 2,278.0 $311K 0.05% $136.72 +20.8%
144 UNP UNION PAC CORP Industrials 1,109.0 $302K 0.04% -213.0 -16.1% $272.00 +13.3%
145 T AT&T INC Communication Services 14,244.0 $295K 0.04% $20.70 +22.3%
146 SCHD SCHWAB STRATEGIC TR 9,252.0 $293K 0.04% NEW $31.71 +10.7%
147 IUSB ISHARES TR 6,161.0 $284K 0.04% $46.15 -1.6%
148 V VISA INC Financial Services 824.0 $283K 0.04% $343.09 +8.1%
149 SCHF SCHWAB STRATEGIC TR 10,150.0 $281K 0.04% $27.70 +2.7%
150 BAPR INNOVATOR ETFS TRUST 5,152.0 $274K 0.04% $53.26 +1.9%
151 DFUV DIMENSIONAL ETF TRUST 4,865.0 $268K 0.04% $55.01 +4.4%
152 GWW WW GRAINGER INC Industrials 190.0 $258K 0.04% -1K -85.7% $1360.40 -3.5%
153 VV VANGUARD INDEX FDS 745.0 $256K 0.04% $343.91 +2.5%
154 WERN WERNER ENTERPRISES INC Industrials 5,784.0 $252K 0.04% -7K -53.3% $43.61 -10.8%
155 SCHG SCHWAB STRATEGIC TR 7,341.0 $248K 0.04% $33.84 +4.4%
156 SGOV ISHARES TR 2,431.0 $245K 0.04% $100.66 -0.0%
157 FXR FIRST TR EXCHANGE-TRADED FD 2,650.0 $241K 0.04% $91.12 -1.6%
158 QQQ INVESCO QQQ TR Financial Services 318.0 $234K 0.04% NEW $736.40 -3.1%
159 GOVT ISHARES TR 10,246.0 $233K 0.04% -261.0 -2.5% $22.78 -1.4%
160 ITA ISHARES TR 935.0 $227K 0.03% $242.42 -2.1%
Page 8 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%