Bellwether Advisors, LLC Portfolio Holdings

Bellwether Advisors, LLC

  • $572 Million
  • Q3 2025

Bellwether Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $572 Million distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $74.8M, Select Sector Spdr Tr Communic with a value of $46.7M, Select Sector Spdr Consumer Di with a value of $46.3M, Industrial Sector Spdr with a value of $46.1M, and Ishares Core S&P 500 ETF with a value of $38.6M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $556M to 572M.

Below you can find more details about Bellwether Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $572 Million
ETFs: $391 Million
Technology: $54.2 Million
Communication Services: $39.4 Million
Industrials: $38.7 Million
Consumer Cyclical: $23.7 Million
Financial Services: $18.3 Million
Healthcare: $5.47 Million
Consumer Defensive: $780,000
Other: $884,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$14.8 Million 2.59% of portfolio
44,879
Q3 2025 Reduced 9.65%
$342B
$11.3 Million 1.98% of portfolio
62,095
Q3 2025 Added 1.31%
$465B
$11.2 Million 1.96% of portfolio
60,109
Q3 2025 Added 1.73%
$55.8B
$10.1 Million 1.77% of portfolio
73,118
Q3 2025 Reduced 12.74%
$64.5B
$5.98 Million 1.04% of portfolio
18,471
Q3 2025 Reduced 40.11%
$3.78T
$5.85 Million 1.02% of portfolio
11,300
Q3 2025 Reduced 7.37%
$55.9B
$5.64 Million 0.99% of portfolio
5,912
Q3 2025 Reduced 1.88%
$49.1B
$5.54 Million 0.97% of portfolio
4,623
Q3 2025 Added 95.97%
$39.1B
$5.45 Million 0.95% of portfolio
21,100
Q3 2025 Added 87.31%
$414B
$5.25 Million 0.92% of portfolio
22,653
Q3 2025 Added 0.08%
$123B
$5.18 Million 0.91% of portfolio
7,427
Q3 2025 Added 98.37%
$593B
$4.84 Million 0.85% of portfolio
17,195
Q3 2025 Added 300.07%
$29.5B
$4.38 Million 0.77% of portfolio
6,738
Q3 2025 Reduced 37.78%
$19B
$4.41 Million 0.77% of portfolio
21,489
Q3 2025 Reduced 38.19%
$44.9B
$4.28 Million 0.75% of portfolio
132,854
Q3 2025 Reduced 53.13%
$17.1B
$4.23 Million 0.74% of portfolio
13,098
Q3 2025 Reduced 23.47%
$103B
$4.24 Million 0.74% of portfolio
1,814
Q3 2025 Reduced 42.19%
$26.9B
$4.12 Million 0.72% of portfolio
10,922
Q3 2025 Reduced 52.29%
$33.8B
$3.43 Million 0.6% of portfolio
5,192
Q3 2025 New
$1.74T
$3 Million 0.52% of portfolio
12,313
Q3 2025 Added 939.95%
$23.2B
$2.67 Million 0.47% of portfolio
54,390
Q3 2025 Added 413.69%
$24.8B
$2.71 Million 0.47% of portfolio
13,114
Q3 2025 Added 1,311,300.0%
$1.37T
$2.56 Million 0.45% of portfolio
3,487
Q3 2025 Reduced 18.72%
$47B
$2.54 Million 0.44% of portfolio
5,163
Q3 2025 Reduced 14.11%
$6B
$2.5 Million 0.44% of portfolio
36,330
Q3 2025 Reduced 30.4%
$55.8B
$2.51 Million 0.44% of portfolio
12,441
Q3 2025 Added 621,950.0%
$533B
$2.38 Million 0.42% of portfolio
6,986
Q3 2025 Reduced 10.81%
$55.4B
$2.42 Million 0.42% of portfolio
7,928
Q3 2025 Added 56,528.57%
$6.2B
$2.39 Million 0.42% of portfolio
22,164
Q3 2025 Added 1,268.15%
$291B
$2.37 Million 0.41% of portfolio
4,968
Q3 2025 Added 3,448.57%
$328B
$2.32 Million 0.4% of portfolio
7,700
Q3 2025 Reduced 61.79%
$86.7B
$2.23 Million 0.39% of portfolio
3,667
Q3 2025 Added 5,064.79%
$43.5B
$2.24 Million 0.39% of portfolio
6,402
Q3 2025 New
$512B
$2.14 Million 0.37% of portfolio
3,765
Q3 2025 Reduced 20.15%
$46.1B
$2.03 Million 0.35% of portfolio
22,269
Q3 2025 Added 13,076.92%
$9.13B
$1.96 Million 0.34% of portfolio
55,551
Q3 2025 New
$159B
$1.9 Million 0.33% of portfolio
3,901
Q3 2025 Reduced 22.78%
$12.1B
$1.76 Million 0.31% of portfolio
22,810
Q3 2025 New
$51.1B
$1.58 Million 0.28% of portfolio
17,609
Q2 2025 Reduced 2.62%
$167B
$1.33 Million 0.23% of portfolio
13,983
Q3 2025 Added 491.75%
$98.1B
$1.29 Million 0.22% of portfolio
7,523
Q3 2025 Added 561.65%
$103B
$1.01 Million 0.18% of portfolio
7,759
Q3 2025 New
$87.8B
$978,000 0.17% of portfolio
2,054
Q3 2025 Added 17,016.67%
$42.8B
$957,000 0.17% of portfolio
10,824
Q3 2025 New
$1.65T
$878,000 0.15% of portfolio
3,614
Q3 2025 Reduced 8.76%
$86.1B
$670,000 0.12% of portfolio
1,937
Q3 2025 Added 0.52%
$46.8B
$394,000 0.07% of portfolio
414
Q3 2025 Added 0.24%
$367B
$400,000 0.07% of portfolio
988
Q3 2025 Added 1.23%
$0
$404,000 0.07% of portfolio
27,070
Q3 2025 Reduced 2.08%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $572 Million
  • Prior Value $556 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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