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.
Wela Strategies, Inc. (CIK 1644329) reported $263.7M across 55 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: IVV ($67.2M, 25.49%), SPTI ($29.6M, 11.22%), LQD ($25.4M, 9.63%), IEFA ($23.2M, 8.81%), BND ($14.1M, 5.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $67.2M | 25.49% | 100,417 | Trimmed |
| 2 | SPTI | SPDR SERIES TRUST | $29.6M | 11.22% | 1.0M | Added |
| 3 | LQD | ISHARES TR | $25.4M | 9.63% | 227,873 | Added |
| 4 | IEFA | ISHARES TR | $23.2M | 8.81% | 266,184 | Trimmed |
| 5 | BND | VANGUARD BD INDEX FDS | $14.1M | 5.33% | 189,057 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $12.7M | 4.81% | 234,242 | Added |
| 7 | VNQ | VANGUARD INDEX FDS | $11.5M | 4.37% | 126,162 | Added |
| 8 | IJH | ISHARES TR | $8.3M | 3.15% | 127,135 | Trimmed |
| 9 | XLF | SELECT SECTOR SPDR TR | $6.6M | 2.51% | 122,688 | Added |
| 10 | XLV | SELECT SECTOR SPDR TR | $6.6M | 2.50% | 47,290 | Added |
| 11 | XLU | SELECT SECTOR SPDR TR | $6.4M | 2.44% | 73,795 | Added |
| 12 | XLI | SELECT SECTOR SPDR TR | $6.4M | 2.41% | 41,257 | Trimmed |
| 13 | ANGL | VANECK ETF TRUST | $5.9M | 2.26% | 1.6M | Added |
| 14 | DGRO | ISHARES TR | $5.4M | 2.06% | 79,604 | Trimmed |
| 15 | IJR | ISHARES TR | $4.1M | 1.56% | 34,630 | Trimmed |
| 16 | BIV | VANGUARD BD INDEX FDS | $2.8M | 1.05% | 35,521 | Trimmed |
| 17 | EMLP | FIRST TR EXCHANGE-TRADED FD | $2.6M | 0.99% | 68,078 | Added |
| 18 | BSV | VANGUARD BD INDEX FDS | $2.3M | 0.87% | 29,008 | Trimmed |
| 19 | FLRN | SPDR SERIES TRUST | $2.3M | 0.86% | 73,828 | Added |
| 20 | BLV | VANGUARD BD INDEX FDS | $1.8M | 0.70% | 25,941 | Added |
| 21 | IQLT | ISHARES TR | $1.1M | 0.40% | 24,067 | Trimmed |
| 22 | LMT | LOCKHEED MARTIN CORP | $995,150 | 0.38% | 1,993 | Added |
| 23 | CSCO | CISCO SYS INC | $841,233 | 0.32% | 12,295 | Added |
| 24 | NEM | NEWMONT CORP | $856,453 | 0.32% | 10,158 | Trimmed |
| 25 | ASML | ASML HOLDING N V | $800,634 | 0.30% | 827 | Added |
Source: SEC Form 13F filings · as of 2025-09-30