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

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 Q1 2026 Q2 2026: $675.0M $675.0M Q2 2026

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
NUE Nucor Corp. 0.18% 5,367 $1.2M Reduce -69.8%
NOC Northrop Grumman Corp. 0.17% 2,288 $1.2M New
FCX Freeport-McMoran Inc. 0.17% 18,460 $1.2M New
STLD Steel Dynamics Inc. 0.17% 4,946 $1.1M Reduce -70.8%
EFA iShares MSCI Eafe ETF 0.16% 10,555 $1.1M Add +89.1%
JEPI JPMorgan Equity Premium Inco 0.16% 19,393 $1.1M No change
DOW Dow Inc. filed as DOW HLDGS INC 0.16% 39,803 $1.1M Reduce -62.8%
NVDA Nvidia Corp. 0.16% 5,293 $1.1M Reduce -70.6%
DBEF Xtrackers MSCI Eafe Hedged E 0.15% 18,831 $1.0M No change
GOOGL Alphabet Inc. Class A 0.15% 2,869 $1.0M Reduce -15.7%
BOND PIMCO Active Bond Exchange-T 0.15% 10,896 $1.0M New
BDEC Innovator U.S. Equity Buffer 0.14% 17,868 $951K No change
ACWI iShares MSCI Acwi ETF 0.14% 5,951 $934K Add +3.5%
IYH iShares U.S. Healthcare ETF 0.13% 13,169 $882K No change
ACWV iShares MSCI Global Min Vol 0.13% 7,253 $872K Reduce -6.7%
LRGF iShares US Equity Factor ETF 0.13% 11,266 $852K Add +0.2%
ASTS Ast Spacemobile Inc. 0.13% 9,549 $849K New
EEMV iShares MSCI Emg MKT Min Vol 0.12% 11,203 $843K Add +1.6%
FLOT iShares Floating Rate Bond E 0.11% 14,217 $726K Add +4.0%
IVE iShares S&P 500 Value ETF 0.09% 2,820 $640K Add +3.8%
SHW The Sherwin-Williams Co. 0.09% 1,849 $637K No change
ORCL Oracle Corp. 0.09% 4,326 $634K No change
BMAR Innovator U.S. Equity Buffer 0.09% 10,709 $617K No change
EEM iShares MSCI Emerging Market 0.09% 8,437 $577K Add +80.8%
BSEP Innovator U.S. Equity Buffer 0.08% 10,302 $543K No change
IEFA iShares Core MSCI Eafe ETF 0.08% 5,564 $537K Reduce -0.7%
IYK iShares US Consumer Staples 0.08% 7,234 $526K Reduce -3.0%
RSP Invesco S&P 500 Equal Weight 0.08% 2,464 $524K No change
FAST Fastenal Co. 0.08% 10,588 $509K Reduce -1.5%
BUFF Innovator Laddered Allocatio 0.07% 8,587 $452K Add +2.3%
BOCT Innovator U.S. Equity Buffer 0.06% 8,147 $432K No change
AOR iShares Core 60/40 Balanced 0.06% 6,115 $425K Add +26.3%
EMB iShares JP Morgan Usd Emergi 0.06% 4,175 $403K Add +3.4%
IJJ iShares S&P Mid-Cap 400 Valu 0.06% 2,621 $387K Add +6.8%
AOA iShares Core 80/20 Aggressiv 0.06% 3,933 $384K Add +8.3%
ESGU iShares ESG Aware MSCI USA 0.06% 2,288 $374K Add +1.8%
LDUR PIMCO Enhanced Low Duration 0.06% 3,893 $372K New
SCHV Schwab US Large-Cap Value 0.05% 9,473 $330K No change
UAL United Airlines Holdings Inc. 0.05% 2,416 $329K No change
CSCO Cisco Systems Inc. 0.05% 2,790 $328K New
AXP American Express Co. 0.05% 954 $323K No change
VWO Vanguard Ftse Emerging Marke 0.05% 5,283 $315K Add +18.6%
XOM Exxon Mobil Corp. 0.05% 2,278 $311K No change
UNP Union Pacific Corp. 0.04% 1,109 $302K Reduce -16.1%
T AT&T Inc. 0.04% 14,244 $295K Reduce -0.4%
SCHD Schwab US DVD Equity ETF 0.04% 9,252 $293K New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.04% 6,161 $284K No change
V Visa Inc. Class A 0.04% 824 $283K No change
SCHF Schwab Intl Equity ETF 0.04% 10,150 $281K No change
BAPR Innovator U.S. Equity Buffer 0.04% 5,152 $274K No change
DFUV Dimensional US Marketwide Va 0.04% 4,865 $268K No change
GWW WW Grainger Inc. 0.04% 190 $258K Reduce -85.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.04% 745 $256K No change
WERN Werner Enterprises Inc. 0.04% 5,784 $252K Reduce -53.3%
SCHG Schwab US Large-Cap Growth 0.04% 7,341 $248K No change
SGOV iShares 0-3 Month Treasury B 0.04% 2,431 $245K Add +0.1%
FXR First Trust Indst/Producers 0.04% 2,650 $241K No change
QQQ Invesco QQQ Trust Series 1 0.03% 318 $234K New
GOVT iShares US Treasury Bond ETF 0.03% 10,246 $233K Reduce -2.5%
ITA iShares U.S. Aerospace & Def 0.03% 935 $227K No change
FSK FS KKR Capital Corp. 0.03% 21,176 $222K Reduce -3.3%
VGT Vanguard Info Tech ETF 0.03% 1,848 $221K New
ETN Eaton Corp. PLC 0.03% 515 $219K Reduce -40.3%
IYR iShares US Real Estate ETF 0.03% 2,087 $213K New
SCHW Schwab (charles) Corp. 0.03% 2,288 $211K Reduce -3.5%
AMD Advanced Micro Devices 0.03% 353 $205K New
MVIS Microvision Inc. 0.00% 10,000 $3K No change

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

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