StockDriftsStockDriftsTop 50 Bellwether Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 10.61% | 376.1K | $71.7M | +11.89%(+39.97K) | $95.58(+99.55%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.52% | 58.7K | $44.0M | +3.02%(+1.72K) | $369.13(+111.02%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.87% | 461.0K | $32.8M | new | $66.64(+11.06%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 4.19% | 152.8K | $28.3M | -33.63%(-77.43K) | $139.06(+34.71%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 3.34% | 142.1K | $22.6M | +50.18%(+47.49K) | $148.40(+12.74%) | 2026-06-30 | |
| XLY | SELECT SECTOR SPDR TR | 3.33% | 191.7K | $22.5M | +0.43%(+814) | $101.92(+15.98%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.89% | 235.7K | $19.5M | new | $74.76(+10.52%) | 2026-06-30 | |
| XLC | SELECT SECTOR SPDR TR | 2.71% | 171.0K | $18.3M | +56.87%(+61.98K) | $107.38(+5.19%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.11% | 28.4K | $14.2M | -6.22%(-1.89K) | $408.56(+22.71%) | 2026-06-30 | |
| PJAN | INNOVATOR ETFS TRUST | 2.06% | 280.3K | $13.9M | -0.74%(-2.09K) | $34.66(+45.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.92% | +68.18% | +11.99% | +76.12% |
| Top 20 Holdings Unweighted | +19.40% | +70.22% | +13.10% | +85.05% |
Bellwether Advisors LLC reports $675.04M in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are XLK (10.6%), IVV (6.5%) and VEA (4.9%). The top 20 holdings account for 56.36% of reported assets. Its disclosed equity book has returned +68.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bellwether Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1819815). View Bellwether Advisors LLC’s 13F filings on SEC