Bellwether Advisors, LLC
CIK 1819815 · Holdings on Mar 31, 2026 · First reported May 12, 2026
Top ten holdings
Q1 2026- XLK7.57%
- IVV6.31%
- XLI6.31%
- XLB5.78%
- XLF5.35%
- XLY3.52%
- BRK.B2.46%
- XLV2.35%
- PJAN2.21%
- XLC2.05%
Share classes counted separately43.91%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XLCWeight decreased · -5.60 pp7.65% → 2.05%Shares -298.47K (-73.25%)
- XLFWeight increased · +5.10 pp0.25% → 5.35%Shares +610.63K (+2112.11%)
- XLYWeight decreased · -4.95 pp8.47% → 3.52%Shares -253.61K (-57.06%)
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 SECTORSTATE STREET TEC View history and evidence | $44.67M | 7.57% | 336.13K shares | 11.22% → 7.57%-3.65 pp -152.23K (-31.17%) | Reduced | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $37.24M | 6.31% | 57.02K shares | 6.25% → 6.31%+0.06 pp -180 (-0.31%) | Reduced | ↗▾ |
| 03 | XLISS INDUSTRIAL SELECT SECTORSTATE STREET IND View history and evidence | $37.23M | 6.31% | 230.20K shares | 7.37% → 6.31%-1.06 pp -67.40K (-22.65%) | Reduced | ↗▾ |
| 04 | XLBSS MATERIALS SELECT SECTORSTATE STREET MAT View history and evidence | $34.11M | 5.78% | 682.54K shares | Prior unavailable +682.54K | New | ↗▾ |
| 05 | XLFSS FINANCIAL SELECT SECTORSTATE STREET FIN View history and evidence | $31.57M | 5.35% | 639.54K shares | 0.25% → 5.35%+5.10 pp +610.63K (+2112.11%) | Added | ↗▾ |
| 06 | XLYSS CONSUMER DISC SELECT SECTSTATE STREET CON View history and evidence | $20.80M | 3.52% | 190.87K shares | 8.47% → 3.52%-4.95 pp -253.61K (-57.06%) | Reduced | ↗▾ |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $14.53M | 2.46% | 30.33K shares | 2.58% → 2.46%-0.12 pp -1.86K (-5.78%) | Reduced | ↗▾ |
| 08 | XLVSS HEALTH CARE SELECT SECTORSTATE STREET HEA View history and evidence | $13.88M | 2.35% | 94.64K shares | 2.66% → 2.35%-0.31 pp -12.91K (-12.00%) | Reduced | ↗▾ |
| 09 | PJANINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $13.03M | 2.21% | 282.40K shares | 2.20% → 2.21%+0.01 pp -10.22K (-3.49%) | Reduced | ↗▾ |
| 10 | XLCSS COMM SELECT SECTOR SPDRSTATE STREET COM View history and evidence | $12.08M | 2.05% | 108.98K shares | 7.65% → 2.05%-5.60 pp -298.47K (-73.25%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FDIS FIDELITY MSCI CONS DISCR IND | Non-derivative | -199,922 | -$20.42M | SEC filing ↗ | SEC filing ↗ |
| FIDU FIDELITY MSCI INDUST INDX | Non-derivative | -192,749 | -$15.90M | SEC filing ↗ | SEC filing ↗ |
| FCOM FIDELITY MSCI COMM SERV INDX | Non-derivative | -200,355 | -$14.68M | SEC filing ↗ | SEC filing ↗ |
3 / 22 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 590175097
}Research all 159 reported holdings.
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