Bellwether Advisors, LLC

Est. AUM

$590.2M

13F long equity, this entity only

Positions

159

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SELECT SECTOR SPDR TR	STATE STREET TEC	$44.7M	336125	7.57%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$37.2M	57017	6.31%	SOLE
3	SELECT SECTOR SPDR TR	STATE STREET IND	$37.2M	230198	6.31%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET MAT	$34.1M	682542	5.78%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET FIN	$31.6M	639543	5.35%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET CON	$20.8M	190865	3.52%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$14.5M	30328	2.46%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET HEA	$13.9M	94639	2.35%	SOLE
9	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$13.0M	282400	2.21%	SOLE
10	SELECT SECTOR SPDR TR	STATE STREET COM	$12.1M	108980	2.05%	SOLE
11	SPDR GOLD TR	GOLD SHS	$11.7M	27125	1.98%	SOLE
12	BROADCOM INC	COM	$11.1M	35801	1.88%	SOLE
13	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$10.2M	240852	1.73%	SOLE
14	ISHARES TR	MSCI USA MIN VOL	$9.6M	103565	1.63%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET CON	$8.5M	104250	1.45%	SOLE
16	WESTERN DIGITAL CORP	COM	$8.5M	31429	1.44%	SOLE
17	INNOVATOR ETFS TRUST	US EQT PWR BUF	$8.4M	211427	1.43%	SOLE
18	ISHARES GOLD TR	ISHARES NEW	$7.0M	79766	1.19%	SOLE
19	ABBVIE INC	COM	$6.9M	31607	1.16%	SOLE
20	ISHARES TR	CORE S&P MCP ETF	$6.5M	96803	1.11%	SOLE
21	ISHARES TR	GLOBAL TECH ETF	$6.4M	64450	1.09%	SOLE
22	ISHARES TR	CORE S&P SCP ETF	$5.8M	46968	0.99%	SOLE
23	FIDELITY COVINGTON TRUST	CONSMR STAPLES	$5.8M	110793	0.98%	SOLE
24	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.8M	129828	0.98%	SOLE
25	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.5M	134829	0.93%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.5M	8409	0.93%	SOLE
27	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.4M	126367	0.92%	SOLE
28	COMFORT SYS USA INC	COM	$5.0M	3655	0.85%	SOLE
29	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.8M	115286	0.82%	SOLE
30	CATERPILLAR INC	COM	$4.7M	6659	0.80%	SOLE
31	ECHOSTAR CORP	CL A	$4.5M	38367	0.76%	SOLE
32	ISHARES TR	MSCI USA MMENTM	$4.5M	18644	0.76%	SOLE
33	DOW HLDGS INC	COM	$4.5M	106856	0.75%	SOLE
34	LOEWS CORP	COM	$4.4M	41343	0.75%	SOLE
35	UNITED RENTALS INC	COM	$4.3M	5843	0.72%	SOLE
36	CINCINNATI FINL CORP	COM	$4.1M	25956	0.69%	SOLE
37	ALPHABET INC	CAP STK CL C	$4.1M	14215	0.69%	SOLE
38	CITIZENS FINL GROUP INC	COM	$4.0M	66846	0.68%	SOLE
39	GOLDMAN SACHS GROUP INC	COM	$3.8M	4487	0.64%	SOLE
40	INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$3.8M	75522	0.64%	SOLE
41	HUNTINGTON BANCSHARES INC	COM	$3.6M	231117	0.61%	SOLE
42	INNOVATOR ETFS TRUST	US EQTY PWR BF	$3.6M	84532	0.61%	SOLE
43	MICROSOFT CORP	COM	$3.6M	9700	0.61%	SOLE
44	EMCOR GROUP INC	COM	$3.6M	4854	0.61%	SOLE
45	ISHARES TR	CORE MSCI TOTAL	$3.4M	39301	0.58%	SOLE
46	INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$3.3M	68141	0.55%	SOLE
47	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.2M	80854	0.55%	SOLE
48	NVIDIA CORPORATION	COM	$3.1M	18019	0.53%	SOLE
49	ANGLOGOLD ASHANTI PLC	COM SHS	$3.1M	31683	0.52%	SOLE
50	STEEL DYNAMICS INC	COM	$3.0M	16913	0.52%	SOLE

1–50 of 159

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.