Bellwether Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Bellwether Advisors, LLC reported 167 stock positions worth $675.0 million. Its top holding was SS Technology Select Sector (XLK) at 10.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.5%) and Vanguard Ftse Developed ETF (VEA, 4.9%). Compared with Q1 2026, it opened 45 new positions, sold out of 37, added to 43 and reduced 49. The biggest buy was a new position in Vanguard Ftse Developed ETF (VEA) and the biggest sale SS Materials Select Sector (XLB, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- LINCOLN, NE
- CIK
- 0001819815
- Portfolio Value
- $675.0M (Q2 2026)
- SEC Filing
- 0001819815-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 167 stocks · $675.0M
| XLK SS Technology Select Sector | 10.61% | 376,090 | $71.7M | Add +11.9% |
| IVV iShares Core S&P 500 ETF | 6.52% | 58,738 | $44.0M | Add +3.0% |
| VEA Vanguard Ftse Developed ETF | 4.87% | 461,032 | $32.8M | New |
| XLI SS Industrial Select Sector | 4.19% | 152,772 | $28.3M | Reduce -33.6% |
| XLV SS Health Care Select Sector | 3.34% | 142,132 | $22.6M | Add +50.2% |
| XLY SS Consumer Disc Select Sect | 3.33% | 191,679 | $22.5M | Add +0.4% |
| IEMG iShares Core MSCI Emerging | 2.89% | 235,732 | $19.5M | New |
| XLC SS Comm Select Sector SPDR | 2.71% | 170,958 | $18.3M | Add +56.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.11% | 28,442 | $14.2M | Reduce -6.2% |
| PJAN Innovator U.S. Equity Power | 2.06% | 280,308 | $13.9M | Reduce -0.7% |
| XLF SS Financial Select Sector | 1.78% | 224,737 | $12.0M | Reduce -64.9% |
| PDEC Innovator U.S. Equity Power | 1.60% | 235,490 | $10.8M | Reduce -2.2% |
| USMV iShares MSCI USA Min Vol Fac | 1.51% | 105,891 | $10.2M | Add +2.3% |
| XLE SS Energy Select Sector | 1.47% | 186,936 | $9.9M | Add +439.8% |
| IXN iShares Global Tech ETF | 1.43% | 66,780 | $9.6M | Add +3.6% |
| PAPR Innovator U.S. Equity Power | 1.37% | 218,580 | $9.2M | Add +3.4% |
| PJUL Innovator U.S. Equity Power | 1.18% | 163,173 | $8.0M | Add +252.3% |
| IJH iShares Core S&P Midcap ETF | 1.15% | 101,003 | $7.8M | Add +4.3% |
| VFH Vanguard Financials ETF | 1.13% | 58,048 | $7.6M | New |
| XLB SS Materials Select Sector | 1.11% | 147,758 | $7.5M | Reduce -78.3% |
| PJUN Innovator U.S. Equity Power | 1.10% | 171,305 | $7.4M | Add +48.6% |
| XLP SS Consumer Staples Sel Sect | 1.09% | 88,928 | $7.4M | Reduce -14.7% |
| ABBV Abbvie Inc. | 1.09% | 29,305 | $7.4M | Reduce -7.3% |
| IJR iShares Core S&P Small-Cap E | 1.08% | 48,973 | $7.3M | Add +4.3% |
| VDE Vanguard Energy ETF | 1.02% | 45,967 | $6.9M | New |
| HRSK TWS AG SHRS HDG RK ETF | 1.01% | 270,024 | $6.8M | New |
| MTUM iShares MSCI USA Momentum Fa | 1.00% | 19,694 | $6.8M | Add +5.6% |
| MU Micron Technology Inc. | 1.00% | 5,843 | $6.7M | Add +19.8% |
| WDC Western Digital Corp. | 1.00% | 10,536 | $6.7M | Reduce -66.5% |
| URI United Rentals Inc. | 0.98% | 5,843 | $6.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 8,375 | $6.3M | Reduce -0.4% |
| PMAR Innovator U.S. Equity Power | 0.92% | 129,657 | $6.2M | Reduce -0.1% |
| PNOV Innovator U.S. Equity Power | 0.89% | 134,829 | $6.0M | No change |
| PSEP Innovator U.S. Equity Power | 0.86% | 126,367 | $5.8M | No change |
| HPE Hewlett Packard Enterprise | 0.81% | 121,042 | $5.5M | New |
| FSTA Fidelity MSCI Cons Stap Indx | 0.77% | 98,689 | $5.2M | Reduce -10.9% |
| AVGO Broadcom Inc. | 0.74% | 13,211 | $5.0M | Reduce -63.1% |
| GLD SPDR Gold Shares | 0.72% | 13,114 | $4.8M | Reduce -51.6% |
| GLW Corning Inc. | 0.65% | 17,060 | $4.4M | New |
| BJUL Innovator U.S. Equity Buffer | 0.60% | 74,924 | $4.1M | Reduce -0.8% |
| PAUG Innovator U.S. Equity Power | 0.57% | 84,532 | $3.9M | No change |
| IXUS iShares Core Intl Stock ETF | 0.56% | 39,313 | $3.8M | Add +0.0% |
| EME Emcor Group Inc. | 0.54% | 4,432 | $3.7M | Reduce -8.7% |
| IAU iShares Gold Trust | 0.52% | 46,755 | $3.5M | Reduce -41.4% |
| SNDK Sandisk Corp. | 0.52% | 1,539 | $3.5M | New |
| BFEB Innovator U.S. Equity Buffer | 0.52% | 66,453 | $3.5M | Reduce -2.5% |
| CW Curtiss-Wright Corp. | 0.51% | 4,553 | $3.5M | New |
| HUM Humana Inc. | 0.51% | 8,660 | $3.4M | New |
| INTC Intel Corp. | 0.51% | 24,556 | $3.4M | Reduce -28.3% |
| LLY Eli Lilly & Co. | 0.50% | 2,793 | $3.4M | Add +50.3% |
| FLEX Flex Ltd. | 0.47% | 19,674 | $3.2M | New |
| DELL Dell Technologies -C | 0.47% | 7,359 | $3.2M | New |
| MSFT Microsoft Corp. | 0.47% | 8,465 | $3.2M | Reduce -12.7% |
| UNH Unitedhealth Group Inc. | 0.46% | 7,404 | $3.1M | New |
| XLRE SS Real Estate Select Sector | 0.45% | 68,904 | $3.0M | New |
| NBIS Nebius Group NV | 0.44% | 10,674 | $2.9M | New |
| GOOG Alphabet Inc. Class C | 0.43% | 8,251 | $2.9M | Reduce -42.0% |
| KEYS Keysight Technologies Inc. | 0.42% | 8,092 | $2.8M | New |
| IVW iShares S&P 500 Growth ETF | 0.41% | 20,230 | $2.8M | Add +6.4% |
| STX Seagate Technology Holdings | 0.39% | 2,760 | $2.7M | New |
| PFEB Innovator U.S. Equity Power | 0.38% | 59,530 | $2.6M | Reduce -26.4% |
| META Meta Platforms Inc. Class A | 0.37% | 4,490 | $2.5M | Add +564.2% |
| PMAY Innovator U.S. Equity Power | 0.37% | 60,745 | $2.5M | Add +218.7% |
| PWR Quanta Services Inc. | 0.36% | 3,393 | $2.4M | New |
| FIX Comfort Systems USA Inc. | 0.36% | 1,230 | $2.4M | Reduce -66.3% |
| POCT Innovator U.S. Equity Power | 0.35% | 50,797 | $2.4M | Reduce -7.8% |
| BJAN Innovator U.S. Equity Buffer | 0.34% | 38,480 | $2.3M | No change |
| VNQ Vanguard Real Estate ETF | 0.34% | 23,453 | $2.3M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.33% | 48,538 | $2.2M | Reduce -17.9% |
| AMZN Amazon.com Inc. | 0.32% | 9,141 | $2.2M | Add +205.7% |
| IBB iShares Biotechnology ETF | 0.32% | 11,441 | $2.2M | Reduce -1.3% |
| AAPL Apple Inc. | 0.32% | 7,490 | $2.2M | Reduce -27.9% |
| ABT Abbott Laboratories | 0.28% | 21,000 | $1.9M | No change |
| TSLA Tesla Inc. | 0.28% | 4,486 | $1.9M | Add +660.3% |
| AGG iShares Core U.S. Aggregate | 0.26% | 18,034 | $1.8M | Add +1.4% |
| RDDT Reddit Inc. Class A | 0.25% | 9,865 | $1.7M | New |
| EBAY eBay Inc. | 0.24% | 14,313 | $1.6M | New |
| CAH Cardinal Health Inc. | 0.23% | 6,646 | $1.6M | Reduce -33.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.23% | 17,827 | $1.6M | Add +1.4% |
| EXPE Expedia Group Inc. | 0.23% | 6,103 | $1.6M | New |
| USIG iShares Broad Usd Investment | 0.23% | 30,236 | $1.6M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.23% | 1,642 | $1.5M | Add +701.0% |
| CI The Cigna Group | 0.23% | 5,541 | $1.5M | New |
| FUTY Fidelity MSCI US Utilities | 0.22% | 25,945 | $1.5M | Reduce -14.9% |
| NFLX Netflix Inc. | 0.22% | 21,224 | $1.5M | New |
| ECHO Echostar Corp. Class A | 0.22% | 14,747 | $1.5M | Reduce -61.6% |
| LRCX Lam Research Corp. | 0.22% | 3,445 | $1.5M | New |
| TMUS T-Mobile US Inc. | 0.22% | 8,824 | $1.5M | New |
| CMI Cummins Inc. | 0.22% | 2,044 | $1.5M | Reduce -33.7% |
| UTHR United Therapeutics Corp. | 0.21% | 2,669 | $1.4M | New |
| ISTB iShares Core 1-5 Year Usd Bo | 0.21% | 29,887 | $1.4M | Add +3.7% |
| MAR Marriott International Class A | 0.21% | 3,867 | $1.4M | New |
| RCL Royal Caribbean Cruises Ltd. | 0.21% | 4,499 | $1.4M | New |
| CAT Caterpillar Inc. | 0.21% | 1,324 | $1.4M | Reduce -80.1% |
| BKNG Booking Holdings Inc. | 0.21% | 7,887 | $1.4M | New |
| GEV GE Vernova Inc. | 0.21% | 1,194 | $1.4M | New |
| MRVL Marvell Technology Inc. | 0.20% | 4,642 | $1.4M | New |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,994 | $1.4M | Add +202.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 8,228 | $1.2M | New |
| TT Trane Technologies PLC | 0.18% | 2,467 | $1.2M | New |
Portfolio Sells Q1 2026 → Q2 2026
| XLB SS Materials Select Sector | Reduce -78.3% | 1.11% | −4.67 |
| XLF SS Financial Select Sector | Reduce -64.9% | 1.78% | −3.57 |
| XLI SS Industrial Select Sector | Reduce -33.6% | 4.19% | −2.12 |
| GLD SPDR Gold Shares | Reduce -51.6% | 0.72% | −1.26 |
| AVGO Broadcom Inc. | Reduce -63.1% | 0.74% | −1.14 |
| L Loews Corp. | Sold out | 0.00% | −0.75 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.69 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.68 |
| IAU iShares Gold Trust | Reduce -41.4% | 0.52% | −0.67 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.64 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.61 |
| DOW Dow Inc. | Reduce -62.8% | 0.16% | −0.59 |
| CAT Caterpillar Inc. | Reduce -80.1% | 0.21% | −0.59 |
| ECHO Echostar Corp. Class A | Reduce -61.6% | 0.22% | −0.54 |
| AU Anglogold Ashanti PLC | Sold out | 0.00% | −0.52 |
| FIX Comfort Systems USA Inc. | Reduce -66.3% | 0.36% | −0.49 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.48 |
| RS Reliance Inc. | Sold out | 0.00% | −0.46 |
| WDC Western Digital Corp. | Reduce -66.5% | 1.00% | −0.44 |
| IP International Paper Co. | Sold out | 0.00% | −0.44 |
| DE Deere & Co. | Sold out | 0.00% | −0.44 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.41 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.38 |
| NVDA Nvidia Corp. | Reduce -70.6% | 0.16% | −0.38 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.36 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.2% | 2.11% | −0.35 |
| XLP SS Consumer Staples Sel Sect | Reduce -14.7% | 1.09% | −0.35 |
| STLD Steel Dynamics Inc. | Reduce -70.8% | 0.17% | −0.35 |
| GE General Electric | Sold out | 0.00% | −0.34 |
| NUE Nucor Corp. | Reduce -69.8% | 0.18% | −0.33 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.32 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.32 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.31 |
| VIK Viking Holdings Ltd. | Sold out | 0.00% | −0.29 |
| FENY Fidelity MSCI Energy Index | Sold out | 0.00% | −0.29 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.29 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.28 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.27 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.26 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.26 |
| GOOG Alphabet Inc. Class C | Reduce -42.0% | 0.43% | −0.26 |
| ON On Semiconductor | Sold out | 0.00% | −0.24 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.24 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.23 |
| TPR Tapestry Inc. | Sold out | 0.00% | −0.22 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.21 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -10.9% | 0.77% | −0.21 |
| GWW WW Grainger Inc. | Reduce -85.7% | 0.04% | −0.21 |
| PFEB Innovator U.S. Equity Power | Reduce -26.4% | 0.38% | −0.17 |
| PJAN Innovator U.S. Equity Power | Reduce -0.7% | 2.06% | −0.15 |
Portfolio Buys Q1 2026 → Q2 2026
| VEA Vanguard Ftse Developed ETF | New | 4.87% | +4.87 |
| XLK SS Technology Select Sector | Add +11.9% | 10.61% | +3.05 |
| IEMG iShares Core MSCI Emerging | New | 2.89% | +2.89 |
| VFH Vanguard Financials ETF | New | 1.13% | +1.13 |
| XLE SS Energy Select Sector | Add +439.8% | 1.47% | +1.11 |
| VDE Vanguard Energy ETF | New | 1.02% | +1.02 |
| HRSK TWS AG SHRS HDG RK ETF | New | 1.01% | +1.01 |
| XLV SS Health Care Select Sector | Add +50.2% | 3.34% | +0.99 |
| PJUL Innovator U.S. Equity Power | Add +252.3% | 1.18% | +0.82 |
| HPE Hewlett Packard Enterprise | New | 0.81% | +0.81 |
| MU Micron Technology Inc. | Add +19.8% | 1.00% | +0.72 |
| XLC SS Comm Select Sector SPDR | Add +56.9% | 2.71% | +0.67 |
| GLW Corning Inc. | New | 0.65% | +0.65 |
| SNDK Sandisk Corp. | New | 0.52% | +0.52 |
| CW Curtiss-Wright Corp. | New | 0.51% | +0.51 |
| HUM Humana Inc. | New | 0.51% | +0.51 |
| FLEX Flex Ltd. | New | 0.47% | +0.47 |
| DELL Dell Technologies -C | New | 0.47% | +0.47 |
| UNH Unitedhealth Group Inc. | New | 0.46% | +0.46 |
| XLRE SS Real Estate Select Sector | New | 0.45% | +0.45 |
| NBIS Nebius Group NV | New | 0.44% | +0.44 |
| KEYS Keysight Technologies Inc. | New | 0.42% | +0.42 |
| STX Seagate Technology Holdings | New | 0.39% | +0.39 |
| PWR Quanta Services Inc. | New | 0.36% | +0.36 |
| IXN iShares Global Tech ETF | Add +3.6% | 1.43% | +0.34 |
| VNQ Vanguard Real Estate ETF | New | 0.34% | +0.34 |
| META Meta Platforms Inc. Class A | Add +564.2% | 0.37% | +0.31 |
| PJUN Innovator U.S. Equity Power | Add +48.6% | 1.10% | +0.28 |
| RDDT Reddit Inc. Class A | New | 0.25% | +0.25 |
| PMAY Innovator U.S. Equity Power | Add +218.7% | 0.37% | +0.24 |
| TSLA Tesla Inc. | Add +660.3% | 0.28% | +0.24 |
| MTUM iShares MSCI USA Momentum Fa | Add +5.6% | 1.00% | +0.24 |
| EBAY eBay Inc. | New | 0.24% | +0.24 |
| EXPE Expedia Group Inc. | New | 0.23% | +0.23 |
| CI The Cigna Group | New | 0.23% | +0.23 |
| NFLX Netflix Inc. | New | 0.22% | +0.22 |
| LRCX Lam Research Corp. | New | 0.22% | +0.22 |
| TMUS T-Mobile US Inc. | New | 0.22% | +0.22 |
| AMZN Amazon.com Inc. | Add +205.7% | 0.32% | +0.22 |
| UTHR United Therapeutics Corp. | New | 0.21% | +0.21 |
| MAR Marriott International Class A | New | 0.21% | +0.21 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.21% | +0.21 |
| BKNG Booking Holdings Inc. | New | 0.21% | +0.21 |
| GEV GE Vernova Inc. | New | 0.21% | +0.21 |
| LLY Eli Lilly & Co. | Add +50.3% | 0.50% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +3.0% | 6.52% | +0.21 |
| MRVL Marvell Technology Inc. | New | 0.20% | +0.20 |
| COST Costco Wholesale Corp. | Add +701.0% | 0.23% | +0.19 |
| TJX TJX Companies Inc. | New | 0.18% | +0.18 |
| TT Trane Technologies PLC | New | 0.18% | +0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 167 | $675.0M | XLK, IVV, VEA, XLI, XLV |
| Q1 2026 | 159 | $590.2M | XLK, IVV, XLI, XLB, XLF |
| Q4 2025 | 134 | $626.6M | XLK, XLY, XLC, XLI, IVV |
| Q3 2025 | 136 | $604.9M | XLK, XLC, XLY, XLI, IVV |
| Q2 2025 | 598 | $585.4M | XLK, XLY, XLI, IVV, XLC |
| Q1 2025 | 513 | $478.7M | XLK, XLF, IVV, XLV, IWS |
| Q4 2024 | 513 | $559.2M | XLK, XLF, IVV, XLY, AVGO |
| Q3 2024 | 125 | $520.6M | XLK, IVV, XLF, XLY, SPY |
| Q2 2024 | 119 | $476.8M | XLK, IVV, IYH, XLY, XLI |
| Q1 2024 | 118 | $455.2M | XLK, IYH, IVV, XLY, XLF |