Bellwether Advisors, LLC
160 holdingsFiling period: 2026-03-31Current AUM: $668.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | 336.1K | $44.7M | $58.9M | 8.81% | -152,227 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 57.0K | $37.2M | $42.8M | 6.40% | -180 | 2026-03-31 |
| 3 | XLI | SELECT SECTOR SPDR TR | 230.2K | $37.2M | $41.4M | 6.19% | -67,402 | 2026-03-31 |
| 4 | XLB | SELECT SECTOR SPDR TR | 682.5K | $34.1M | $34.4M | 5.15% | -- | 2026-03-31 |
| 5 | XLF | SELECT SECTOR SPDR TR | 639.5K | $31.6M | $36.4M | 5.45% | +610.6K | 2026-03-31 |
| 6 | XLY | SELECT SECTOR SPDR TR | 190.9K | $20.8M | $22.2M | 3.31% | -253,607 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 30.3K | $14.5M | $14.5M | 2.17% | -1,860 | 2026-03-31 |
| 8 | XLV | SELECT SECTOR SPDR TR | 94.6K | $13.9M | $15.4M | 2.30% | -12,906 | 2026-03-31 |
| 9 | PJAN | INNOVATOR ETFS TRUST | 282.4K | $13.0M | $14.1M | 2.11% | -10,217 | 2026-03-31 |
| 10 | XLC | SELECT SECTOR SPDR TR | 109.0K | $12.1M | $11.8M | 1.76% | -298,471 | 2026-03-31 |
| 11 | GLD | SPDR GOLD TR | 27.1K | $11.7M | $10.1M | 1.51% | -- | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 35.8K | $11.1M | $13.9M | 2.08% | -9,130 | 2026-03-31 |
| 13 | PDEC | INNOVATOR ETFS TRUST | 240.9K | $10.2M | $11.1M | 1.67% | -7,903 | 2026-03-31 |
| 14 | USMV | ISHARES TR | 103.6K | $9.6M | $10.1M | 1.52% | -601 | 2026-03-31 |
| 15 | XLP | SELECT SECTOR SPDR TR | 104.3K | $8.5M | $8.9M | 1.33% | -- | 2026-03-31 |
| 16 | WDC | WESTERN DIGITAL CORP | 31.4K | $8.5M | $17.1M | 2.56% | +13.7K | 2026-03-31 |
| 17 | PAPR | INNOVATOR ETFS TRUST | 211.4K | $8.4M | $9.0M | 1.34% | +2.1K | 2026-03-31 |
| 18 | IAU | ISHARES GOLD TR | 79.8K | $7.0M | $6.1M | 0.91% | -- | 2026-03-31 |
| 19 | ABBV | ABBVIE INC | 31.6K | $6.9M | $7.9M | 1.19% | +8.9K | 2026-03-31 |
| 20 | IJH | ISHARES TR | 96.8K | $6.5M | $7.3M | 1.09% | +3.5K | 2026-03-31 |
| 21 | IXN | ISHARES TR | 64.5K | $6.4M | $8.6M | 1.28% | +252 | 2026-03-31 |
| 22 | IJR | ISHARES TR | 47.0K | $5.8M | $6.8M | 1.02% | +2.0K | 2026-03-31 |
| 23 | FSTA | FIDELITY COVINGTON TRUST | 110.8K | $5.8M | $5.9M | 0.89% | -- | 2026-03-31 |
| 24 | PMAR | INNOVATOR ETFS TRUST | 129.8K | $5.8M | $6.2M | 0.93% | +25.7K | 2026-03-31 |
| 25 | PNOV | INNOVATOR ETFS TRUST | 134.8K | $5.5M | $6.0M | 0.90% | -371 | 2026-03-31 |
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