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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $455.2M Q1 2024 Q2 2024: $476.8M Q2 2024 Q3 2024: $520.6M Q3 2024 Q4 2024: $559.2M Q4 2024 Q1 2025: $478.7M Q1 2025 Q2 2025: $585.4M Q2 2025 Q3 2025: $604.9M Q3 2025 Q4 2025: $626.6M Q4 2025 Q1 2026: $590.2M $590.2M Q1 2026 Q2 2026: $675.0M Q2 2026

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
ACWI iShares MSCI Acwi ETF 0.13% 5,748 $795K Reduce -1.9%
PMAY Innovator U.S. Equity Power 0.13% 19,062 $761K Reduce -0.8%
LRGF iShares US Equity Factor ETF 0.13% 11,241 $742K Reduce -3.7%
EEMV iShares MSCI Emg MKT Min Vol 0.12% 11,021 $713K Reduce -1.3%
FLOT iShares Floating Rate Bond E 0.12% 13,668 $696K Reduce -2.2%
ORCL Oracle Corp. 0.11% 4,326 $636K Reduce -8.7%
AMZN Amazon.com Inc. 0.11% 2,990 $623K Reduce -8.5%
SHW The Sherwin-Williams Co. 0.10% 1,849 $593K Reduce -4.0%
IVE iShares S&P 500 Value ETF 0.10% 2,717 $574K Reduce -1.4%
BMAR Innovator U.S. Equity Buffer 0.10% 10,709 $562K No change
EFA iShares MSCI Eafe ETF 0.09% 5,583 $542K New
IYK iShares US Consumer Staples 0.09% 7,461 $522K No change
IEFA iShares Core MSCI Eafe ETF 0.09% 5,603 $507K Add +68.3%
FAST Fastenal Co. 0.08% 10,752 $499K Reduce -9.2%
BSEP Innovator U.S. Equity Buffer 0.08% 10,302 $495K No change
RSP Invesco S&P 500 Equal Weight 0.08% 2,464 $473K New
BUFF Innovator Laddered Allocatio 0.07% 8,396 $415K No change
T AT&T Inc. 0.07% 14,305 $415K No change
VOO Vanguard S&P 500 ETF 0.07% 660 $395K Add +0.6%
BOCT Innovator U.S. Equity Buffer 0.07% 8,147 $391K No change
META Meta Platforms Inc. Class A 0.07% 676 $387K Reduce -26.2%
XOM Exxon Mobil Corp. 0.07% 2,278 $386K New
EMB iShares JP Morgan Usd Emergi 0.06% 4,039 $379K Add +0.3%
WERN Werner Enterprises Inc. 0.06% 12,379 $364K No change
JPM JPMorgan Chase & Co. 0.06% 1,155 $340K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.06% 2,454 $325K Reduce -1.6%
HD Home Depot Inc. 0.06% 988 $325K No change
AOA iShares Core 80/20 Aggressiv 0.05% 3,630 $321K Reduce -9.0%
UNP Union Pacific Corp. 0.05% 1,322 $321K Reduce -1.9%
ESGU iShares ESG Aware MSCI USA 0.05% 2,248 $318K No change
AOR iShares Core 60/40 Balanced 0.05% 4,840 $311K Add +2.9%
LMT Lockheed Martin Corp. 0.05% 514 $311K Reduce -9.5%
ETN Eaton Corp. PLC 0.05% 863 $309K Reduce -10.2%
SCHV Schwab US Large-Cap Value 0.05% 9,473 $289K No change
AXP American Express Co. 0.05% 954 $289K Reduce -5.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.05% 6,161 $285K Add +0.9%
COP Conocophillips 0.05% 2,117 $279K Reduce -6.6%
EEM iShares MSCI Emerging Market 0.04% 4,667 $265K New
BAPR Innovator U.S. Equity Buffer 0.04% 5,152 $252K Reduce -2.7%
SCHF Schwab Intl Equity ETF 0.04% 10,150 $251K No change
V Visa Inc. Class A 0.04% 824 $249K Reduce -16.6%
SGOV iShares 0-3 Month Treasury B 0.04% 2,428 $244K New
VWO Vanguard Ftse Emerging Marke 0.04% 4,455 $241K No change
GOVT iShares US Treasury Bond ETF 0.04% 10,507 $241K Reduce -1.1%
DFUV Dimensional US Marketwide Va 0.04% 4,865 $236K No change
BLK BlackRock Inc. 0.04% 242 $233K Add +7.6%
CME Cme Group Inc. 0.04% 787 $232K No change
FXO First Trust Financial Alphad 0.04% 4,065 $228K No change
FSK FS KKR Capital Corp. 0.04% 21,903 $223K Reduce -0.3%
SCHW Schwab (charles) Corp. 0.04% 2,372 $223K Reduce -5.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 745 $223K Reduce -1.6%
UAL United Airlines Holdings Inc. 0.04% 2,416 $222K Reduce -0.1%
TSLA Tesla Inc. 0.04% 590 $219K Reduce -90.5%
FXR First Trust Indst/Producers 0.04% 2,650 $216K No change
SCHG Schwab US Large-Cap Growth 0.04% 7,341 $214K No change
ITA iShares U.S. Aerospace & Def 0.03% 935 $205K New
COST Costco Wholesale Corp. 0.03% 205 $204K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.03% 2,550 $203K Reduce -0.4%
MVIS Microvision Inc. 0.00% 10,000 $6K 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 167$675.0MXLK, IVV, VEA, XLI, XLV
Q1 2026 159$590.2MXLK, IVV, XLI, XLB, XLF
Q4 2025 134$626.6MXLK, XLY, XLC, XLI, IVV
Q3 2025 136$604.9MXLK, XLC, XLY, XLI, IVV
Q2 2025 598$585.4MXLK, XLY, XLI, IVV, XLC
Q1 2025 513$478.7MXLK, XLF, IVV, XLV, IWS
Q4 2024 513$559.2MXLK, XLF, IVV, XLY, AVGO
Q3 2024 125$520.6MXLK, IVV, XLF, XLY, SPY
Q2 2024 119$476.8MXLK, IVV, IYH, XLY, XLI
Q1 2024 118$455.2MXLK, IYH, IVV, XLY, XLF