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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.8 Million 13.09% of portfolio
265,523
Q3 2025 Added 0.23%
$0
$46.7 Million 8.17% of portfolio
394,668
Q3 2025 Added 95.49%
$0
$46.3 Million 8.1% of portfolio
193,206
Q3 2025 Reduced 31.71%
$0
$46.1 Million 8.05% of portfolio
298,594
Q3 2025 Added 7.08%
$0
$38.6 Million 6.76% of portfolio
57,744
Q3 2025 Reduced 0.09%
$0
$24.1 Million 4.22% of portfolio
447,938
Q3 2025 Added 7.61%
$0
$12.3 Million 2.15% of portfolio
268,965
Q3 2025 Reduced 0.02%
$0
$9.83 Million 1.72% of portfolio
103,318
Q3 2025 Added 0.38%
$0
$8.04 Million 1.41% of portfolio
209,698
Q3 2025 Reduced 0.38%
$0
$6.66 Million 1.16% of portfolio
64,499
Q3 2025 Reduced 0.03%
$0
$6.13 Million 1.07% of portfolio
93,902
Q3 2025 Reduced 0.4%
$0
$5.61 Million 0.98% of portfolio
8,424
Q3 2025 Added 0.02%
$0
$5.37 Million 0.94% of portfolio
45,160
Q3 2025 Reduced 0.17%
$0
$5.24 Million 0.92% of portfolio
127,397
Q3 2025 Reduced 0.02%
$0
$4.73 Million 0.83% of portfolio
18,445
Q3 2025 Reduced 0.03%
$0
$4.59 Million 0.8% of portfolio
104,429
Q1 2025 Added 21.05%
$0
$3.61 Million 0.63% of portfolio
84,935
Q3 2025 Added 31.67%
$0
$3.13 Million 0.55% of portfolio
37,894
Q3 2025 Added 0.39%
$0
$2.13 Million 0.37% of portfolio
53,542
Q2 2025 Added 106.94%
$0
$2.09 Million 0.37% of portfolio
17,328
Q3 2025 Added 2.67%
$0
$2.04 Million 0.36% of portfolio
38,481
Q1 2025 Reduced 0.56%
$0
$2.07 Million 0.36% of portfolio
45,354
Q3 2025 Added 44.46%
$0
$1.88 Million 0.33% of portfolio
43,537
Q3 2025 Added 0.23%
$0
$1.75 Million 0.31% of portfolio
17,422
Q3 2025 Added 1.33%
$0
$1.71 Million 0.3% of portfolio
11,871
Q3 2025 Reduced 1.55%
$0
$1.56 Million 0.27% of portfolio
29,926
Q3 2025 Reduced 0.11%
$0
$1.45 Million 0.25% of portfolio
17,125
Q3 2025 Added 0.5%
$0
$1.38 Million 0.24% of portfolio
28,205
Q3 2025 Added 2.03%
$0
$1.11 Million 0.19% of portfolio
19,393
Q1 2024 Reduced 0.16%
$0
$874,000 0.15% of portfolio
18,831
Q3 2022 Reduced 10.08%
$0
$877,000 0.15% of portfolio
7,315
Q3 2025 Added 7.48%
$0
$790,000 0.14% of portfolio
5,716
Q3 2025 Added 3.48%
$0
$773,000 0.14% of portfolio
13,169
Q3 2025 Reduced 0.69%
$0
$767,000 0.13% of portfolio
15,019
Q3 2025 Added 2.93%
$0
$747,000 0.13% of portfolio
19,217
Q1 2025 Reduced 2.62%
$0
$713,000 0.12% of portfolio
10,323
Q3 2025 Added 0.81%
$0
$673,000 0.12% of portfolio
10,558
Q3 2025 Added 1.33%
$0
$597,000 0.1% of portfolio
12,383
Q3 2024 Reduced 41.1%
$0
$552,000 0.1% of portfolio
10,709
Q2 2025 Reduced 5.51%
$0
$510,000 0.09% of portfolio
7,461
Q3 2025 Reduced 1.11%
$0
$448,000 0.08% of portfolio
2,172
Q3 2025 Added 8.98%
$0
$411,000 0.07% of portfolio
4,669
Q3 2025 Added 6.65%
$0
$394,000 0.07% of portfolio
8,147
Q4 2024 New
$0
$421,000 0.07% of portfolio
689
Q3 2025 Added 0.15%
$0
$351,000 0.06% of portfolio
7,531
Q2 2025 Reduced 2.42%
$0
$315,000 0.06% of portfolio
4,893
Q3 2025 Added 6.07%
$0
$327,000 0.06% of portfolio
2,248
Q3 2025 Added 1.08%
$0
$275,000 0.05% of portfolio
9,473
Q4 2024 Added 199.97%
$0
$269,000 0.05% of portfolio
874
Q3 2025 Reduced 17.55%

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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