Bellwether Advisors, LLC
169 holdingsFiling period: 2026-06-30Current AUM: $677.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XLK | Select Sector Spdr TR | 376.1K | $71.7M | $71.8M | 10.61% | +40.0K | 2026-06-30 |
| 2 | IVV | iShares TR | 58.7K | $44.0M | $45.6M | 6.73% | +1.7K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 461.0K | $32.8M | $32.4M | 4.79% | -- | 2026-06-30 |
| 4 | XLI | Select Sector Spdr TR | 152.8K | $28.3M | $25.7M | 3.80% | -77,426 | 2026-06-30 |
| 5 | XLV | Select Sector Spdr TR | 142.1K | $22.6M | $25.5M | 3.77% | +47.5K | 2026-06-30 |
| 6 | XLY | Select Sector Spdr TR | 191.7K | $22.5M | $22.1M | 3.26% | +814 | 2026-06-30 |
| 7 | IEMG | iShares Inc | 235.7K | $19.5M | $18.2M | 2.69% | -- | 2026-06-30 |
| 8 | XLC | Select Sector Spdr TR | 171.0K | $18.3M | $17.6M | 2.60% | +62.0K | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc Del | 28.4K | $14.2M | $14.2M | 2.10% | -1,886 | 2026-06-30 |
| 10 | PJAN | Innovator ETFs Trust | 280.3K | $13.9M | $14.3M | 2.12% | -2,092 | 2026-06-30 |
| 11 | XLF | Select Sector Spdr TR | 224.7K | $12.0M | $12.6M | 1.86% | -414,806 | 2026-06-30 |
| 12 | PDEC | Innovator ETFs Trust | 235.5K | $10.8M | $11.2M | 1.66% | -5,362 | 2026-06-30 |
| 13 | USMV | iShares TR | 105.9K | $10.2M | $10.9M | 1.61% | +2.3K | 2026-06-30 |
| 14 | XLE | Select Sector Spdr TR | 186.9K | $9.9M | $12.8M | 1.89% | +152.3K | 2026-06-30 |
| 15 | IXN | iShares TR | 66.8K | $9.6M | $9.6M | 1.42% | +2.3K | 2026-06-30 |
| 16 | PAPR | Innovator ETFs Trust | 218.6K | $9.2M | $9.5M | 1.40% | +7.2K | 2026-06-30 |
| 17 | PJUL | Innovator ETFs Trust | 163.2K | $8.0M | $8.2M | 1.21% | +116.8K | 2026-06-30 |
| 18 | IJH | iShares TR | 101.0K | $7.8M | $7.4M | 1.09% | +4.2K | 2026-06-30 |
| 19 | VFH | Vanguard World FD | 58.0K | $7.6M | $7.9M | 1.17% | -- | 2026-06-30 |
| 20 | XLB | Select Sector Spdr TR | 147.8K | $7.5M | $7.7M | 1.13% | -534,784 | 2026-06-30 |
| 21 | PJUN | Innovator ETFs Trust | 171.3K | $7.4M | $7.6M | 1.12% | +56.0K | 2026-06-30 |
| 22 | XLP | Select Sector Spdr TR | 88.9K | $7.4M | $7.7M | 1.14% | -15,322 | 2026-06-30 |
| 23 | ABBV | Abbvie Inc | 29.3K | $7.4M | $8.4M | 1.24% | -2,302 | 2026-06-30 |
| 24 | IJR | iShares TR | 49.0K | $7.3M | $6.8M | 1.01% | +2.0K | 2026-06-30 |
| 25 | VDE | Vanguard World FD | 46.0K | $6.9M | $8.8M | 1.30% | -- | 2026-06-30 |
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