BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 9  ·  167 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FSK FS KKR CAP CORP Financial Services 21,176.0 $222K 0.03% -727.0 -3.3% $10.50 +13.4%
162 VGT VANGUARD WORLD FD 1,848.0 $221K 0.03% NEW $119.52 -0.9%
163 ETN EATON CORP PLC Industrials 515.0 $219K 0.03% -348.0 -40.3% $426.12 -1.6%
164 IYR ISHARES TR 2,087.0 $213K 0.03% NEW $102.23 +2.4%
165 SCHW SCHWAB CHARLES CORP Financial Services 2,288.0 $211K 0.03% -84.0 -3.5% $92.27 +21.7%
166 AMD ADVANCED MICRO DEVICES INC Technology 353.0 $205K 0.03% NEW $580.91 -18.5%
167 MVIS MICROVISION INC DEL Technology 10,000.0 $3K $0.33 +407.6%
Page 9 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%