Bellwether Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Bellwether Advisors, LLC reported 136 stock positions worth $604.9 million. Its top holding was SS Technology Select Sector (XLK) at 12.4% of the portfolio, followed by SS Comm Select Sector SPDR (XLC, 7.7%) and SS Consumer Disc Select Sect (XLY, 7.7%). Compared with Q2 2025, it opened 8 new positions, sold out of 470, added to 62 and reduced 40. The biggest buy was SS Comm Select Sector SPDR (XLC, shares +95%) and the biggest sale SS Consumer Disc Select Sect (XLY, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- LINCOLN, NE
- CIK
- 0001819815
- Portfolio Value
- $604.9M (Q3 2025)
- SEC Filing
- 0001819815-25-000006 ↗ filed Nov 12, 2025
Holdings Value
Holdings 136 stocks · $604.9M
| XLK SS Technology Select Sector | 12.37% | 265,523 | $74.8M | Add +0.2% |
| XLC SS Comm Select Sector SPDR | 7.72% | 394,668 | $46.7M | Add +95.5% |
| XLY SS Consumer Disc Select Sect | 7.65% | 193,206 | $46.3M | Reduce -31.7% |
| XLI SS Industrial Select Sector | 7.61% | 298,594 | $46.1M | Add +7.1% |
| IVV iShares Core S&P 500 ETF | 6.39% | 57,744 | $38.6M | Reduce -0.1% |
| XLF SS Financial Select Sector | 3.99% | 447,938 | $24.1M | Add +7.6% |
| AVGO Broadcom Inc. | 2.45% | 44,879 | $14.8M | Reduce -9.7% |
| PJAN Innovator U.S. Equity Power | 2.04% | 268,965 | $12.3M | Reduce -0.0% |
| PLTR Palantir Technologies Inc. Class A | 1.87% | 62,095 | $11.3M | Add +1.3% |
| NVDA Nvidia Corp. | 1.85% | 60,109 | $11.2M | Add +1.7% |
| RBLX Roblox Corp. Class A | 1.67% | 73,118 | $10.1M | Reduce -12.7% |
| USMV iShares MSCI USA Min Vol Fac | 1.63% | 103,318 | $9.8M | Add +0.4% |
| PDEC Innovator U.S. Equity Power | 1.38% | 199,025 | $8.4M | Reduce -2.8% |
| PAPR Innovator U.S. Equity Power | 1.33% | 209,698 | $8.0M | Reduce -0.4% |
| IXN iShares Global Tech ETF | 1.10% | 64,499 | $6.7M | Reduce -0.0% |
| IJH iShares Core S&P Midcap ETF | 1.01% | 93,902 | $6.1M | Reduce -0.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.99% | 18,471 | $6.0M | Reduce -40.1% |
| MSFT Microsoft Corp. | 0.97% | 11,300 | $5.9M | Reduce -7.4% |
| PSEP Innovator U.S. Equity Power | 0.94% | 132,987 | $5.7M | Add +38.8% |
| URI United Rentals Inc. | 0.93% | 5,912 | $5.6M | Reduce -1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 8,424 | $5.6M | Add +0.0% |
| NFLX Netflix Inc. | 0.92% | 4,623 | $5.5M | Add +96.0% |
| TTWO Take-Two Interactive Softwre | 0.90% | 21,100 | $5.5M | Add +87.3% |
| IJR iShares Core S&P Small-Cap E | 0.89% | 45,160 | $5.4M | Reduce -0.2% |
| ABBV Abbvie Inc. | 0.87% | 22,653 | $5.2M | Add +0.1% |
| PJUN Innovator U.S. Equity Power | 0.87% | 127,397 | $5.2M | Reduce -0.0% |
| SPOT Spotify Technology SA | 0.86% | 7,427 | $5.2M | Add +98.4% |
| ORCL Oracle Corp. | 0.80% | 17,195 | $4.8M | Add +300.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.78% | 18,445 | $4.7M | Reduce -0.0% |
| PMAR Innovator U.S. Equity Power | 0.76% | 104,429 | $4.6M | No change |
| GEV GE Vernova Inc. | 0.73% | 7,217 | $4.4M | Reduce -34.4% |
| CTAS Cintas Corp. | 0.73% | 21,489 | $4.4M | Reduce -38.2% |
| EME Emcor Group Inc. | 0.72% | 6,738 | $4.4M | Reduce -37.8% |
| CPNG Coupang Inc. | 0.71% | 132,854 | $4.3M | Reduce -53.1% |
| AXON Axon Enterprise Inc. | 0.70% | 5,937 | $4.3M | Reduce -15.8% |
| MELI MercadoLibre Inc. | 0.70% | 1,814 | $4.2M | Reduce -42.2% |
| HEI Heico Corp. | 0.70% | 13,098 | $4.2M | Reduce -23.5% |
| CVNA Carvana Co. | 0.68% | 10,922 | $4.1M | Reduce -52.3% |
| PNOV Innovator U.S. Equity Power | 0.65% | 95,826 | $3.9M | Reduce -2.8% |
| BJUL Innovator U.S. Equity Buffer | 0.62% | 75,522 | $3.8M | No change |
| PAUG Innovator U.S. Equity Power | 0.60% | 84,935 | $3.6M | Add +31.7% |
| UI Ubiquiti Inc. | 0.57% | 5,192 | $3.4M | New |
| BFEB Innovator U.S. Equity Buffer | 0.53% | 68,241 | $3.2M | No change |
| IXUS iShares Core Intl Stock ETF | 0.52% | 37,894 | $3.1M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.50% | 12,313 | $3.0M | Add +940.0% |
| CHKP Check Point Software Tech | 0.45% | 13,114 | $2.7M | Add +1311300.0% |
| FAST Fastenal Co. | 0.44% | 54,390 | $2.7M | Add +413.7% |
| META Meta Platforms Inc. Class A | 0.42% | 3,487 | $2.6M | Reduce -18.7% |
| AMP Ameriprise Financial Inc. | 0.42% | 5,163 | $2.5M | Reduce -14.1% |
| EA Electronic Arts Inc. | 0.41% | 12,441 | $2.5M | Add +621950.0% |
| IBKR Interactive Brokers Gro Class A | 0.41% | 36,330 | $2.5M | Reduce -30.4% |
| LHX L3HARRIS Technologies Inc. | 0.40% | 7,928 | $2.4M | Add +56528.6% |
| ORLY O'reilly Automotive Inc. | 0.40% | 22,164 | $2.4M | Add +1268.2% |
| V Visa Inc. Class A | 0.39% | 6,986 | $2.4M | Reduce -10.8% |
| CAT Caterpillar Inc. | 0.39% | 4,968 | $2.4M | Add +3448.6% |
| GE General Electric filed as GE AEROSPACE | 0.38% | 7,700 | $2.3M | Reduce -61.8% |
| ROK Rockwell Automation Inc. | 0.37% | 6,402 | $2.2M | New |
| NOC Northrop Grumman Corp. | 0.37% | 3,667 | $2.2M | Add +5064.8% |
| VIK Viking Holdings Ltd. | 0.36% | 35,076 | $2.2M | New |
| RDDT Reddit Inc. Class A | 0.36% | 9,428 | $2.2M | New |
| MA Mastercard Inc. Class A | 0.35% | 3,765 | $2.1M | Reduce -20.1% |
| PFEB Innovator U.S. Equity Power | 0.35% | 53,542 | $2.1M | No change |
| IVW iShares S&P 500 Growth ETF | 0.35% | 17,328 | $2.1M | Add +2.7% |
| PJUL Innovator U.S. Equity Power | 0.34% | 45,354 | $2.1M | Add +44.5% |
| BJAN Innovator U.S. Equity Buffer | 0.34% | 38,481 | $2.0M | No change |
| EBAY eBay Inc. | 0.33% | 22,269 | $2.0M | Add +13076.9% |
| MTCH Match Group Inc. | 0.32% | 55,551 | $2.0M | New |
| SPGI S&P Global Inc. | 0.31% | 3,901 | $1.9M | Reduce -22.8% |
| POCT Innovator U.S. Equity Power | 0.31% | 43,537 | $1.9M | Add +0.2% |
| Z Zillow Group Inc. Class C | 0.29% | 22,810 | $1.8M | New |
| AGG iShares Core U.S. Aggregate | 0.29% | 17,422 | $1.7M | Add +1.3% |
| IBIT iShares Bitcoin Trust ETF | 0.29% | 26,669 | $1.7M | Add +1.5% |
| IBB iShares Biotechnology ETF | 0.28% | 11,871 | $1.7M | Reduce -1.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.26% | 17,609 | $1.6M | No change |
| USIG iShares Broad Usd Investment | 0.26% | 29,926 | $1.6M | Reduce -0.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.24% | 17,125 | $1.5M | Add +0.5% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.23% | 28,205 | $1.4M | Add +2.0% |
| SCHW Schwab (charles) Corp. | 0.22% | 13,983 | $1.3M | Add +491.8% |
| BX Blackstone Inc. | 0.21% | 7,523 | $1.3M | Add +561.6% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 19,393 | $1.1M | No change |
| KKR KKR & Co. Inc. | 0.17% | 7,759 | $1.0M | New |
| MCO Moody's Corp. | 0.16% | 2,054 | $979K | Add +17016.7% |
| NDAQ Nasdaq Inc. | 0.16% | 10,824 | $957K | New |
| GOOGL Alphabet Inc. Class A | 0.15% | 3,614 | $879K | Reduce -8.8% |
| ACWV iShares MSCI Global Min Vol | 0.14% | 7,315 | $877K | Add +7.5% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.14% | 18,831 | $874K | No change |
| BDEC Innovator U.S. Equity Buffer | 0.14% | 17,868 | $856K | No change |
| ACWI iShares MSCI Acwi ETF | 0.13% | 5,716 | $790K | Add +3.5% |
| IYH iShares U.S. Healthcare ETF | 0.13% | 13,169 | $773K | Reduce -0.7% |
| FLOT iShares Floating Rate Bond E | 0.13% | 15,019 | $767K | Add +2.9% |
| PMAY Innovator U.S. Equity Power | 0.12% | 19,217 | $747K | No change |
| LRGF iShares US Equity Factor ETF | 0.12% | 10,323 | $713K | Add +0.8% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.11% | 10,558 | $674K | Add +1.3% |
| SHW The Sherwin-Williams Co. | 0.11% | 1,937 | $671K | Add +0.5% |
| BSEP Innovator U.S. Equity Buffer | 0.10% | 12,383 | $598K | No change |
| BMAR Innovator U.S. Equity Buffer | 0.09% | 10,709 | $553K | No change |
| IYK iShares US Consumer Staples | 0.08% | 7,461 | $510K | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 0.07% | 2,172 | $449K | Add +9.0% |
| VOO Vanguard S&P 500 ETF | 0.07% | 689 | $422K | Add +0.1% |
| AOA iShares Core 80/20 Aggressiv | 0.07% | 4,669 | $412K | Add +6.7% |
Portfolio Sells Q2 2025 → Q3 2025
| XLY SS Consumer Disc Select Sect | Reduce -31.7% | 7.65% | −2.85 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −2.82 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −1.40 |
| CPNG Coupang Inc. | Reduce -53.1% | 0.71% | −0.74 |
| MELI MercadoLibre Inc. | Reduce -42.2% | 0.70% | −0.70 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -40.1% | 0.99% | −0.66 |
| CVNA Carvana Co. | Reduce -52.3% | 0.68% | −0.64 |
| CTAS Cintas Corp. | Reduce -38.2% | 0.73% | −0.59 |
| GE General Electric | Reduce -61.8% | 0.38% | −0.50 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.49 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.48 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.34 |
| AXON Axon Enterprise Inc. | Reduce -15.8% | 0.70% | −0.29 |
| EME Emcor Group Inc. | Reduce -37.8% | 0.72% | −0.27 |
| GEV GE Vernova Inc. | Reduce -34.4% | 0.73% | −0.26 |
| HEI Heico Corp. | Reduce -23.5% | 0.70% | −0.26 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.15 |
| SPGI S&P Global Inc. | Reduce -22.8% | 0.31% | −0.14 |
| AMP Ameriprise Financial Inc. | Reduce -14.1% | 0.42% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -18.7% | 0.42% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -20.1% | 0.35% | −0.10 |
| IBKR Interactive Brokers Gro Class A | Reduce -30.4% | 0.41% | −0.08 |
| V Visa Inc. Class A | Reduce -10.8% | 0.39% | −0.08 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.07 |
| MSFT Microsoft Corp. | Reduce -7.4% | 0.97% | −0.07 |
| AXP American Express Co. | Sold out | 0.00% | −0.05 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.04 |
| APRJ Innov Prem Inc. 30 Barr-April | Sold out | 0.00% | −0.03 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.03 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.03 |
| FSK FS KKR Capital Corp. | Reduce -2.1% | 0.07% | −0.03 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.03 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.03 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.03 |
| BTC Grayscale Bitcoin Mini ETF | Sold out | 0.00% | −0.03 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.03 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.03 |
| ONEV SS SPDR R1000 Lo Vol Foc ETF | Sold out | 0.00% | −0.03 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.03 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.03 |
| ESGD iShares Trust iShares ESG Aw | Sold out | 0.00% | −0.03 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.03 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −0.03 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.02 |
| BJUN Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.02 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| XLC SS Comm Select Sector SPDR | Add +95.5% | 7.72% | +3.98 |
| XLK SS Technology Select Sector | Add +0.2% | 12.37% | +0.91 |
| ORCL Oracle Corp. | Add +300.1% | 0.80% | +0.64 |
| XLI SS Industrial Select Sector | Add +7.1% | 7.61% | +0.59 |
| UI Ubiquiti Inc. | New | 0.57% | +0.57 |
| GOOG Alphabet Inc. Class C | Add +940.0% | 0.50% | +0.46 |
| CHKP Check Point Software Tech | Add +1311300.0% | 0.45% | +0.45 |
| PLTR Palantir Technologies Inc. Class A | Add +1.3% | 1.87% | +0.45 |
| TTWO Take-Two Interactive Softwre | Add +87.3% | 0.90% | +0.43 |
| EA Electronic Arts Inc. | Add +621950.0% | 0.41% | +0.41 |
| LHX L3HARRIS Technologies Inc. | Add +56528.6% | 0.40% | +0.40 |
| CAT Caterpillar Inc. | Add +3448.6% | 0.39% | +0.38 |
| NFLX Netflix Inc. | Add +96.0% | 0.92% | +0.38 |
| ORLY O'reilly Automotive Inc. | Add +1268.2% | 0.40% | +0.37 |
| ROK Rockwell Automation Inc. | New | 0.37% | +0.37 |
| SPOT Spotify Technology SA | Add +98.4% | 0.86% | +0.37 |
| FAST Fastenal Co. | Add +413.7% | 0.44% | +0.36 |
| NOC Northrop Grumman Corp. | Add +5064.8% | 0.37% | +0.36 |
| VIK Viking Holdings Ltd. | New | 0.36% | +0.36 |
| RDDT Reddit Inc. Class A | New | 0.36% | +0.36 |
| EBAY eBay Inc. | Add +13076.9% | 0.33% | +0.33 |
| MTCH Match Group Inc. | New | 0.32% | +0.32 |
| Z Zillow Group Inc. Class C | New | 0.29% | +0.29 |
| PSEP Innovator U.S. Equity Power | Add +38.8% | 0.94% | +0.28 |
| XLF SS Financial Select Sector | Add +7.6% | 3.99% | +0.27 |
| NVDA Nvidia Corp. | Add +1.7% | 1.85% | +0.26 |
| SCHW Schwab (charles) Corp. | Add +491.8% | 0.22% | +0.18 |
| BX Blackstone Inc. | Add +561.6% | 0.21% | +0.18 |
| KKR KKR & Co. Inc. | New | 0.17% | +0.17 |
| MCO Moody's Corp. | Add +17016.7% | 0.16% | +0.16 |
| NDAQ Nasdaq Inc. | New | 0.16% | +0.16 |
| PAUG Innovator U.S. Equity Power | Add +31.7% | 0.60% | +0.15 |
| ABBV Abbvie Inc. | Add +0.1% | 0.87% | +0.15 |
| PJUL Innovator U.S. Equity Power | Add +44.5% | 0.34% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 0.93% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +2.7% | 0.35% | +0.03 |
| IXUS iShares Core Intl Stock ETF | Add +0.4% | 0.52% | +0.02 |
| TSLA Tesla Inc. | Add +8.1% | 0.05% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +1.5% | 0.29% | +0.01 |
| ACWI iShares MSCI Acwi ETF | Add +3.5% | 0.13% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +9.0% | 0.07% | +0.01 |
| ACWV iShares MSCI Global Min Vol | Add +7.5% | 0.14% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +6.0% | 0.06% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +6.7% | 0.07% | +0.01 |
| LRGF iShares US Equity Factor ETF | Add +0.8% | 0.12% | +0.01 |
| UAL United Airlines Holdings Inc. | Add +0.1% | 0.04% | +0.01 |
| HD Home Depot Inc. | Add +1.2% | 0.07% | +0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +8.0% | 0.05% | +0.00 |
| BLK BlackRock Inc. | Add +2.3% | 0.04% | +0.00 |
| POCT Innovator U.S. Equity Power | Add +0.2% | 0.31% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| RF Regions Financial Corp. | COM | Sold out | 0 | $3before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |