Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bellwether Advisors, LLC (CIK 1819815) reported $590.2M across 159 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XLK ($44.7M, 7.57%), IVV ($37.2M, 6.31%), XLI ($37.2M, 6.31%), XLB ($34.1M, 5.78%), XLF ($31.6M, 5.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $44.7M | 7.57% | 336,125 | Trimmed |
| 2 | IVV | ISHARES TR | $37.2M | 6.31% | 57,017 | Trimmed |
| 3 | XLI | SELECT SECTOR SPDR TR | $37.2M | 6.31% | 230,198 | Trimmed |
| 4 | XLB | SELECT SECTOR SPDR TR | $34.1M | 5.78% | 682,542 | New |
| 5 | XLF | SELECT SECTOR SPDR TR | $31.6M | 5.35% | 639,543 | Added |
| 6 | XLY | SELECT SECTOR SPDR TR | $20.8M | 3.52% | 190,865 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.5M | 2.46% | 30,328 | Trimmed |
| 8 | XLV | SELECT SECTOR SPDR TR | $13.9M | 2.35% | 94,639 | Trimmed |
| 9 | PJAN | INNOVATOR ETFS TRUST | $13.0M | 2.21% | 282,400 | Trimmed |
| 10 | XLC | SELECT SECTOR SPDR TR | $12.1M | 2.05% | 108,980 | Trimmed |
| 11 | GLD | SPDR GOLD TR | $11.7M | 1.98% | 27,125 | New |
| 12 | AVGO | BROADCOM INC | $11.1M | 1.88% | 35,801 | Trimmed |
| 13 | PDEC | INNOVATOR ETFS TRUST | $10.2M | 1.73% | 240,852 | Trimmed |
| 14 | USMV | ISHARES TR | $9.6M | 1.63% | 103,565 | Trimmed |
| 15 | XLP | SELECT SECTOR SPDR TR | $8.5M | 1.45% | 104,250 | New |
| 16 | WDC | WESTERN DIGITAL CORP | $8.5M | 1.44% | 31,429 | Added |
| 17 | PAPR | INNOVATOR ETFS TRUST | $8.4M | 1.43% | 211,427 | Added |
| 18 | IAU | ISHARES GOLD TR | $7.0M | 1.19% | 79,766 | New |
| 19 | ABBV | ABBVIE INC | $6.9M | 1.16% | 31,607 | Added |
| 20 | IJH | ISHARES TR | $6.5M | 1.11% | 96,803 | Added |
| 21 | IXN | ISHARES TR | $6.4M | 1.09% | 64,450 | Added |
| 22 | IJR | ISHARES TR | $5.8M | 0.99% | 46,968 | Added |
| 23 | PMAR | INNOVATOR ETFS TRUST | $5.8M | 0.98% | 129,828 | Added |
| 24 | FSTA | FIDELITY COVINGTON TRUST | $5.8M | 0.98% | 110,793 | New |
| 25 | PNOV | INNOVATOR ETFS TRUST | $5.5M | 0.93% | 134,829 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31