Bellwether Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Bellwether Advisors, LLC reported 159 stock positions worth $590.2 million. Its top holding was SS Technology Select Sector (XLK) at 7.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.3%) and SS Industrial Select Sector (XLI, 6.3%). Compared with Q4 2025, it opened 47 new positions, sold out of 22, added to 23 and reduced 64. The biggest buy was a new position in SS Materials Select Sector (XLB) and the biggest sale SS Comm Select Sector SPDR (XLC, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- LINCOLN, NE
- CIK
- 0001819815
- Portfolio Value
- $590.2M (Q1 2026)
- SEC Filing
- 0001819815-26-000002 ↗ filed May 12, 2026
Holdings Value
Holdings 159 stocks · $590.2M
| XLK SS Technology Select Sector | 7.57% | 336,125 | $44.7M | Reduce -31.2% |
| IVV iShares Core S&P 500 ETF | 6.31% | 57,017 | $37.2M | Reduce -0.3% |
| XLI SS Industrial Select Sector | 6.31% | 230,198 | $37.2M | Reduce -22.6% |
| XLB SS Materials Select Sector | 5.78% | 682,542 | $34.1M | New |
| XLF SS Financial Select Sector | 5.35% | 639,543 | $31.6M | Add +2112.1% |
| XLY SS Consumer Disc Select Sect | 3.52% | 190,865 | $20.8M | Reduce -57.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.46% | 30,328 | $14.5M | Reduce -5.8% |
| XLV SS Health Care Select Sector | 2.35% | 94,639 | $13.9M | Reduce -12.0% |
| PJAN Innovator U.S. Equity Power | 2.21% | 282,400 | $13.0M | Reduce -3.5% |
| XLC SS Comm Select Sector SPDR | 2.05% | 108,980 | $12.1M | Reduce -73.3% |
| GLD SPDR Gold Shares | 1.98% | 27,125 | $11.7M | New |
| AVGO Broadcom Inc. | 1.88% | 35,801 | $11.1M | Reduce -20.3% |
| PDEC Innovator U.S. Equity Power | 1.73% | 240,852 | $10.2M | Reduce -3.2% |
| USMV iShares MSCI USA Min Vol Fac | 1.63% | 103,565 | $9.6M | Reduce -0.6% |
| XLP SS Consumer Staples Sel Sect | 1.45% | 104,250 | $8.5M | New |
| WDC Western Digital Corp. | 1.44% | 31,429 | $8.5M | Add +77.1% |
| PAPR Innovator U.S. Equity Power | 1.43% | 211,427 | $8.4M | Add +1.0% |
| IAU iShares Gold Trust | 1.19% | 79,766 | $7.0M | New |
| ABBV Abbvie Inc. | 1.16% | 31,607 | $6.9M | Add +39.1% |
| IJH iShares Core S&P Midcap ETF | 1.11% | 96,803 | $6.5M | Add +3.8% |
| IXN iShares Global Tech ETF | 1.09% | 64,450 | $6.4M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 0.99% | 46,968 | $5.8M | Add +4.4% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.98% | 110,793 | $5.8M | New |
| PMAR Innovator U.S. Equity Power | 0.98% | 129,828 | $5.8M | Add +24.7% |
| PNOV Innovator U.S. Equity Power | 0.93% | 134,829 | $5.5M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.93% | 8,409 | $5.5M | Add +0.0% |
| PSEP Innovator U.S. Equity Power | 0.92% | 126,367 | $5.4M | Reduce -1.5% |
| FIX Comfort Systems USA Inc. | 0.85% | 3,655 | $5.0M | New |
| PJUN Innovator U.S. Equity Power | 0.82% | 115,286 | $4.8M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.80% | 6,659 | $4.7M | Reduce -6.2% |
| ECHO Echostar Corp. Class A | 0.76% | 38,367 | $4.5M | Add +16.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.76% | 18,644 | $4.5M | Add +0.5% |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.75% | 106,856 | $4.5M | New |
| L Loews Corp. | 0.75% | 41,343 | $4.4M | New |
| URI United Rentals Inc. | 0.72% | 5,843 | $4.3M | No change |
| CINF Cincinnati Financial Corp. | 0.69% | 25,956 | $4.1M | New |
| GOOG Alphabet Inc. Class C | 0.69% | 14,215 | $4.1M | Reduce -16.3% |
| CFG Citizens Financial Group | 0.68% | 66,846 | $4.0M | New |
| GS Goldman Sachs Group Inc. | 0.64% | 4,487 | $3.8M | New |
| BJUL Innovator U.S. Equity Buffer | 0.64% | 75,522 | $3.8M | No change |
| HBAN Huntington Bancshares Inc. | 0.61% | 231,117 | $3.6M | New |
| PAUG Innovator U.S. Equity Power | 0.61% | 84,532 | $3.6M | Reduce -0.5% |
| MSFT Microsoft Corp. | 0.61% | 9,700 | $3.6M | Reduce -4.7% |
| EME Emcor Group Inc. | 0.61% | 4,854 | $3.6M | Add +55.5% |
| IXUS iShares Core Intl Stock ETF | 0.58% | 39,301 | $3.4M | Add +3.5% |
| BFEB Innovator U.S. Equity Buffer | 0.55% | 68,141 | $3.3M | Reduce -0.1% |
| PFEB Innovator U.S. Equity Power | 0.55% | 80,854 | $3.2M | Add +51.0% |
| NVDA Nvidia Corp. | 0.53% | 18,019 | $3.1M | Reduce -52.7% |
| AU Anglogold Ashanti PLC | 0.52% | 31,683 | $3.1M | New |
| STLD Steel Dynamics Inc. | 0.52% | 16,913 | $3.0M | New |
| NUE Nucor Corp. | 0.51% | 17,765 | $3.0M | New |
| SCCO Southern Copper Corp. | 0.48% | 16,388 | $2.8M | New |
| RS Reliance Inc. | 0.46% | 8,959 | $2.7M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.46% | 59,119 | $2.7M | New |
| AAPL Apple Inc. | 0.45% | 10,394 | $2.6M | Reduce -3.9% |
| IP International Paper Co. | 0.44% | 73,236 | $2.6M | New |
| DE Deere & Co. | 0.44% | 4,628 | $2.6M | New |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 16,543 | $2.4M | Reduce -67.2% |
| POCT Innovator U.S. Equity Power | 0.40% | 55,118 | $2.4M | Add +20.9% |
| HWM Howmet Aerospace Inc. | 0.38% | 9,680 | $2.2M | New |
| ABT Abbott Laboratories | 0.37% | 21,000 | $2.2M | Reduce -0.1% |
| LHX L3HARRIS Technologies Inc. | 0.36% | 6,231 | $2.2M | New |
| IVW iShares S&P 500 Growth ETF | 0.36% | 19,006 | $2.1M | Reduce -0.8% |
| PJUL Innovator U.S. Equity Power | 0.36% | 46,323 | $2.1M | Reduce -16.3% |
| XLE SS Energy Select Sector | 0.36% | 34,634 | $2.1M | New |
| CAH Cardinal Health Inc. | 0.36% | 9,940 | $2.1M | New |
| BJAN Innovator U.S. Equity Buffer | 0.35% | 38,480 | $2.1M | Reduce 0.0% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 7,034 | $2.0M | New |
| IBB iShares Biotechnology ETF | 0.33% | 11,587 | $2.0M | Reduce -0.3% |
| HCA HCA Healthcare Inc. | 0.32% | 4,010 | $1.9M | Reduce -13.1% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 31,105 | $1.9M | New |
| WMT Walmart Inc. | 0.31% | 14,927 | $1.9M | Add +272.5% |
| FUTY Fidelity MSCI US Utilities | 0.30% | 30,473 | $1.8M | New |
| AGG iShares Core U.S. Aggregate | 0.30% | 17,792 | $1.8M | Reduce -1.0% |
| VIK Viking Holdings Ltd. | 0.29% | 23,506 | $1.7M | Reduce -70.8% |
| FENY Fidelity MSCI Energy Index | 0.29% | 50,694 | $1.7M | New |
| LLY Eli Lilly & Co. | 0.29% | 1,858 | $1.7M | Reduce -12.8% |
| PH Parker Hannifin Corp. | 0.29% | 1,883 | $1.7M | New |
| TER Teradyne Inc. | 0.28% | 5,601 | $1.7M | New |
| CMI Cummins Inc. | 0.28% | 3,081 | $1.7M | New |
| MU Micron Technology Inc. | 0.28% | 4,878 | $1.6M | New |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.27% | 17,576 | $1.6M | Reduce -1.9% |
| DLTR Dollar Tree Inc. | 0.27% | 14,557 | $1.6M | Reduce -35.8% |
| CASY Casey's General Stores Inc. | 0.26% | 2,148 | $1.6M | New |
| MPWR Monolithic Power Systems Inc. | 0.26% | 1,425 | $1.6M | New |
| USIG iShares Broad Usd Investment | 0.26% | 29,916 | $1.5M | Reduce -2.8% |
| INTC Intel Corp. | 0.26% | 34,250 | $1.5M | New |
| GWW WW Grainger Inc. | 0.24% | 1,325 | $1.4M | Add +220.1% |
| ON On Semiconductor | 0.24% | 23,180 | $1.4M | New |
| DG Dollar General Corp. | 0.24% | 12,005 | $1.4M | New |
| ISTB iShares Core 1-5 Year Usd Bo | 0.24% | 28,809 | $1.4M | Reduce -0.6% |
| LUV Southwest Airlines Co. | 0.23% | 36,076 | $1.4M | New |
| TPR Tapestry Inc. | 0.22% | 9,154 | $1.3M | New |
| DRI Darden Restaurants Inc. | 0.21% | 6,454 | $1.3M | New |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 19,393 | $1.1M | No change |
| GOOGL Alphabet Inc. Class A | 0.17% | 3,405 | $979K | Reduce -4.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.16% | 18,831 | $930K | No change |
| ACWV iShares MSCI Global Min Vol | 0.16% | 7,774 | $929K | Reduce -1.3% |
| BDEC Innovator U.S. Equity Buffer | 0.15% | 17,868 | $858K | No change |
| IYH iShares U.S. Healthcare ETF | 0.14% | 13,169 | $812K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| XLC SS Comm Select Sector SPDR | Reduce -73.3% | 2.05% | −5.61 |
| XLY SS Consumer Disc Select Sect | Reduce -57.1% | 3.52% | −4.95 |
| XLK SS Technology Select Sector | Reduce -31.2% | 7.57% | −3.65 |
| FDIS Fidelity MSCI Cons Discr Ind | Sold out | 0.00% | −3.26 |
| FIDU Fidelity MSCI Indust Indx | Sold out | 0.00% | −2.54 |
| FCOM Fidelity MSCI Comm Serv Indx | Sold out | 0.00% | −2.34 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −1.85 |
| XLI SS Industrial Select Sector | Reduce -22.6% | 6.31% | −1.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -67.2% | 0.41% | −1.02 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.76 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.68 |
| FHLC Fidelity MSCI Health Care | Sold out | 0.00% | −0.65 |
| VIK Viking Holdings Ltd. | Reduce -70.8% | 0.29% | −0.63 |
| AVGO Broadcom Inc. | Reduce -20.3% | 1.88% | −0.60 |
| NVDA Nvidia Corp. | Reduce -52.7% | 0.53% | −0.60 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.51 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.46 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.44 |
| TSLA Tesla Inc. | Reduce -90.5% | 0.04% | −0.41 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.38 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.37 |
| AME Ametek Inc. | Sold out | 0.00% | −0.36 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.35 |
| HEI Heico Corp. | Sold out | 0.00% | −0.31 |
| XLV SS Health Care Select Sector | Reduce -12.0% | 2.35% | −0.31 |
| MSFT Microsoft Corp. | Reduce -4.7% | 0.61% | −0.18 |
| DLTR Dollar Tree Inc. | Reduce -35.8% | 0.27% | −0.17 |
| GOOG Alphabet Inc. Class C | Reduce -16.3% | 0.69% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.8% | 2.46% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -12.8% | 0.29% | −0.08 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.37% | −0.05 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.05 |
| BALT Inn Defined Wealth Shield | Sold out | 0.00% | −0.05 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.05 |
| PJUL Innovator U.S. Equity Power | Reduce -16.3% | 0.36% | −0.05 |
| ITDD iShares Lfepth TRGT 2040 | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Reduce -8.7% | 0.11% | −0.04 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.04 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.03 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -26.2% | 0.07% | −0.03 |
| HCA HCA Healthcare Inc. | Reduce -13.1% | 0.32% | −0.02 |
| AAPL Apple Inc. | Reduce -3.9% | 0.45% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -8.5% | 0.11% | −0.01 |
| FSK FS KKR Capital Corp. | Reduce -0.3% | 0.04% | −0.01 |
| V Visa Inc. Class A | Reduce -16.6% | 0.04% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.8% | 0.36% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.3% | 0.17% | −0.01 |
| AXP American Express Co. | Reduce -5.5% | 0.05% | −0.01 |
| UAL United Airlines Holdings Inc. | Reduce -0.1% | 0.04% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| XLB SS Materials Select Sector | New | 5.78% | +5.78 |
| XLF SS Financial Select Sector | Add +2112.1% | 5.35% | +5.10 |
| GLD SPDR Gold Shares | New | 1.98% | +1.98 |
| XLP SS Consumer Staples Sel Sect | New | 1.45% | +1.45 |
| IAU iShares Gold Trust | New | 1.19% | +1.19 |
| FSTA Fidelity MSCI Cons Stap Indx | New | 0.98% | +0.98 |
| WDC Western Digital Corp. | Add +77.1% | 1.44% | +0.95 |
| FIX Comfort Systems USA Inc. | New | 0.85% | +0.85 |
| DOW Dow Inc. | New | 0.75% | +0.75 |
| L Loews Corp. | New | 0.75% | +0.75 |
| CINF Cincinnati Financial Corp. | New | 0.69% | +0.69 |
| CFG Citizens Financial Group | New | 0.68% | +0.68 |
| GS Goldman Sachs Group Inc. | New | 0.64% | +0.64 |
| HBAN Huntington Bancshares Inc. | New | 0.61% | +0.61 |
| AU Anglogold Ashanti PLC | New | 0.52% | +0.52 |
| STLD Steel Dynamics Inc. | New | 0.52% | +0.52 |
| NUE Nucor Corp. | New | 0.51% | +0.51 |
| SCCO Southern Copper Corp. | New | 0.48% | +0.48 |
| RS Reliance Inc. | New | 0.46% | +0.46 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.46% | +0.46 |
| IP International Paper Co. | New | 0.44% | +0.44 |
| DE Deere & Co. | New | 0.44% | +0.44 |
| HWM Howmet Aerospace Inc. | New | 0.38% | +0.38 |
| LHX L3HARRIS Technologies Inc. | New | 0.36% | +0.36 |
| XLE SS Energy Select Sector | New | 0.36% | +0.36 |
| CAH Cardinal Health Inc. | New | 0.36% | +0.36 |
| GE General Electric | New | 0.34% | +0.34 |
| ABBV Abbvie Inc. | Add +39.1% | 1.16% | +0.34 |
| BMY Bristol-Myers Squibb Co. | New | 0.32% | +0.32 |
| FUTY Fidelity MSCI US Utilities | New | 0.30% | +0.30 |
| EME Emcor Group Inc. | Add +55.5% | 0.61% | +0.30 |
| FENY Fidelity MSCI Energy Index | New | 0.29% | +0.29 |
| PH Parker Hannifin Corp. | New | 0.29% | +0.29 |
| TER Teradyne Inc. | New | 0.28% | +0.28 |
| CMI Cummins Inc. | New | 0.28% | +0.28 |
| MU Micron Technology Inc. | New | 0.28% | +0.28 |
| CASY Casey's General Stores Inc. | New | 0.26% | +0.26 |
| MPWR Monolithic Power Systems Inc. | New | 0.26% | +0.26 |
| INTC Intel Corp. | New | 0.26% | +0.26 |
| ON On Semiconductor | New | 0.24% | +0.24 |
| WMT Walmart Inc. | Add +272.5% | 0.31% | +0.24 |
| DG Dollar General Corp. | New | 0.24% | +0.24 |
| PMAR Innovator U.S. Equity Power | Add +24.7% | 0.98% | +0.23 |
| LUV Southwest Airlines Co. | New | 0.23% | +0.23 |
| TPR Tapestry Inc. | New | 0.22% | +0.22 |
| DRI Darden Restaurants Inc. | New | 0.21% | +0.21 |
| PFEB Innovator U.S. Equity Power | Add +51.0% | 0.55% | +0.20 |
| ECHO Echostar Corp. Class A | Add +16.1% | 0.76% | +0.19 |
| GWW WW Grainger Inc. | Add +220.1% | 0.24% | +0.18 |
| IJR iShares Core S&P Small-Cap E | Add +4.4% | 0.99% | +0.13 |
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 |