Bellwether Advisors, LLC
CIK 1819815 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- XLK10.61%
- IVV6.52%
- VEA4.87%
- XLI4.19%
- XLV3.34%
- XLY3.33%
- IEMG2.89%
- XLC2.71%
- BRK.B2.11%
- PJAN2.06%
Share classes counted separately42.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XLBWeight decreased · -4.67 pp5.78% → 1.11%Shares -534.78K (-78.35%)
- XLFWeight decreased · -3.57 pp5.35% → 1.78%Shares -414.81K (-64.86%)
- XLKWeight increased · +3.04 pp7.57% → 10.61%Shares +39.97K (+11.89%)
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 | XLKSS TECHNOLOGY SELECT SECTORST STR TECHN ETF View history and evidence | $71.65M | 10.61% | 376.09K shares | 7.57% → 10.61%+3.04 pp +39.97K (+11.89%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $43.99M | 6.52% | 58.74K shares | 6.31% → 6.52%+0.21 pp +1.72K (+3.02%) | Added | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $32.85M | 4.87% | 461.03K shares | Prior unavailable +461.03K | New | ↗▾ |
| 04 | XLISS INDUSTRIAL SELECT SECTORST STR INDL ETF View history and evidence | $28.30M | 4.19% | 152.77K shares | 6.31% → 4.19%-2.12 pp -77.43K (-33.63%) | Reduced | ↗▾ |
| 05 | XLVSS HEALTH CARE SELECT SECTORST STR CARE ETF View history and evidence | $22.55M | 3.34% | 142.13K shares | 2.35% → 3.34%+0.99 pp +47.49K (+50.18%) | Added | ↗▾ |
| 06 | XLYSS CONSUMER DISC SELECT SECTST STR DISCR ETF View history and evidence | $22.48M | 3.33% | 191.68K shares | 3.52% → 3.33%-0.19 pp +814 (+0.43%) | Added | ↗▾ |
| 07 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $19.53M | 2.89% | 235.73K shares | Prior unavailable +235.73K | New | ↗▾ |
| 08 | XLCSS COMM SELECT SECTOR SPDRST STR SVC ETF View history and evidence | $18.31M | 2.71% | 170.96K shares | 2.05% → 2.71%+0.66 pp +61.98K (+56.87%) | Added | ↗▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $14.23M | 2.11% | 28.44K shares | 2.46% → 2.11%-0.35 pp -1.89K (-6.22%) | Reduced | ↗▾ |
| 10 | PJANINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $13.87M | 2.06% | 280.31K shares | 2.21% → 2.06%-0.15 pp -2.09K (-0.74%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 37
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| L LOEWS CORP | Non-derivative | -41,343 | -$4.41M | SEC filing ↗ | SEC filing ↗ |
| CINF CINCINNATI FINANCIAL CORP | Non-derivative | -25,956 | -$4.08M | SEC filing ↗ | SEC filing ↗ |
| CFG CITIZENS FINANCIAL GROUP | Non-derivative | -66,846 | -$4.01M | SEC filing ↗ | SEC filing ↗ |
3 / 37 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1819815 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 675042477
}Research all 167 reported holdings.
This page includes 30 of 167 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 167 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1819815","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"1819815","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.