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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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
$0
$2.13 Million 0.37% of portfolio
53,542
Q2 2025 Added 106.94%
$512B
$2.14 Million 0.37% of portfolio
3,765
Q3 2025 Reduced 20.15%
$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%
$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%
$0
$1.88 Million 0.33% of portfolio
43,537
Q3 2025 Added 0.23%
$12.1B
$1.76 Million 0.31% of portfolio
22,810
Q3 2025 New
$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%
$51.1B
$1.58 Million 0.28% of portfolio
17,609
Q2 2025 Reduced 2.62%
$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%
$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%
$0
$1.11 Million 0.19% of portfolio
19,393
Q1 2024 Reduced 0.16%
$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%
$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%
$86.1B
$670,000 0.12% of portfolio
1,937
Q3 2025 Added 0.52%
$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%
$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%
$0
$410,000 0.07% of portfolio
8,396
Q2 2025 Reduced 20.76%
$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
$181B
$403,000 0.07% of portfolio
14,304
Q3 2025 Added 0.24%
$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%
$1.54B
$325,000 0.06% of portfolio
12,379
Q4 2024 Added 23.59%
$279B
$370,000 0.06% of portfolio
3,598
Q3 2025 Added 1.18%

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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