StockDriftsStockDriftsTop 50 Wela Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.49% | 100.4K | $67.2M | -3.76%(-3.92K) | $480.65(+44.09%) | 2025-09-30 | |
| SPTI | SPDR SERIES TRUST | 11.22% | 1.02M | $29.6M | +2.49%(+24.89K) | $30.05(-4.04%) | 2025-09-30 | |
| LQD | ISHARES TR | 9.63% | 227.9K | $25.4M | +3.26%(+7.18K) | $108.92(+1.21%) | 2025-09-30 | |
| IEFA | ISHARES TR | 8.81% | 266.2K | $23.2M | -11.56%(-34.81K) | $68.60(+33.16%) | 2025-09-30 | |
| BND | VANGUARD BD INDEX FDS | 5.33% | 189.1K | $14.1M | +6.11%(+10.88K) | $77.90(-4.84%) | 2025-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.81% | 234.2K | $12.7M | +8.76%(+18.86K) | $44.16(+25.25%) | 2025-09-30 | |
| VNQ | VANGUARD INDEX FDS | 4.37% | 126.2K | $11.5M | +6.04%(+7.19K) | $85.89(+3.96%) | 2025-09-30 | |
| IJH | ISHARES TR | 3.15% | 127.1K | $8.3M | -0.62%(-793) | $47.84(+43.20%) | 2025-09-30 | |
| XLF | SELECT SECTOR SPDR TR | 2.51% | 122.7K | $6.6M | +1.02%(+1.24K) | $49.87(+12.10%) | 2025-09-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.5% | 47.3K | $6.6M | +13.69%(+5.69K) | $120.54(+31.18%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.57% | +50.39% | — | — | +50.39% |
| Top 20 Holdings Unweighted | +11.38% | +38.17% | — | — | +38.17% |
Wela Strategies, Inc. reports $263.71M in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.5%), SPTI (11.2%) and LQD (9.6%). The top 20 holdings account for 93.02% of reported assets. Its disclosed equity book has returned +50.39% on a three-year cumulative basis. Figures reflect the Q3 2025 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 Wela Strategies, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1644329). View Wela Strategies, Inc.’s 13F filings on SEC