Wela Strategies, Inc.
CIK 1644329 · Holdings on Jun 30, 2025 · First reported Jul 15, 2025
Top ten holdings
Q2 2025- IVV25.57%
- SPTI11.34%
- IEFA9.92%
- LQD9.55%
- BND5.18%
- VWO4.20%
- VNQ4.18%
- IJH3.13%
- XLI2.53%
- XLF2.51%
Share classes counted separately78.11%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +1.42 pp24.15% → 25.57%Shares +2.51K (+2.46%)
- SPTIWeight decreased · -0.67 pp12.01% → 11.34%Shares +3.71K (+0.37%)
- LQDWeight decreased · -0.53 pp10.08% → 9.55%Shares +1.05K (+0.48%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $64.78M | 25.57% | 104.34K shares | 24.15% → 25.57%+1.42 pp +2.51K (+2.46%) | Added | ↗▾ |
| 02 | SPTISS SPDR P INT TERM TSY ETFPORTFLI INTRMDIT View history and evidence | $28.74M | 11.34% | 999.06K shares | 12.01% → 11.34%-0.67 pp +3.71K (+0.37%) | Added | ↗▾ |
| 03 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $25.13M | 9.92% | 300.99K shares | 9.54% → 9.92%+0.38 pp +2.19K (+0.73%) | Added | ↗▾ |
| 04 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $24.19M | 9.55% | 220.69K shares | 10.08% → 9.55%-0.53 pp +1.05K (+0.48%) | Added | ↗▾ |
| 05 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $13.12M | 5.18% | 178.18K shares | 5.40% → 5.18%-0.22 pp +4.03K (+2.31%) | Added | ↗▾ |
| 06 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $10.65M | 4.20% | 215.38K shares | 4.08% → 4.20%+0.12 pp +2.06K (+0.97%) | Added | ↗▾ |
| 07 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $10.60M | 4.18% | 118.97K shares | 4.45% → 4.18%-0.27 pp +2.55K (+2.19%) | Added | ↗▾ |
| 08 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $7.93M | 3.13% | 127.93K shares | 3.08% → 3.13%+0.05 pp +3.01K (+2.41%) | Added | ↗▾ |
| 09 | XLISS INDUSTRIAL SELECT SECTORINDL View history and evidence | $6.41M | 2.53% | 43.45K shares | 2.33% → 2.53%+0.20 pp +1.32K (+3.13%) | Added | ↗▾ |
| 10 | XLFSS FINANCIAL SELECT SECTORFINANCIAL View history and evidence | $6.36M | 2.51% | 121.45K shares | 2.47% → 2.51%+0.04 pp +3.99K (+3.40%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1644329 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 253405984
}Research all 53 reported holdings.
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