Data as of Q4 2025 (Dec 31, 2025)

Bellwether Advisors, LLC

•CIK: 1819815•Filing: Q4 2025

**Bellwether Advisors, LLC** manages $627M across a diversified portfolio of 134 positions. The firm exhibits a pronounced technology and consumer focus, with top holdings including XLK ($70.3M), XLY ($53.1M), and XLC ($48.0M). Significant allocations are also maintained in sector ETFs such as XLI ($46.2M) and IVV ($39.2M). This concentration suggests a strategic overweighting toward growth sectors and established market indices.

Total AUM
$626.6M
QoQ Performance
+3.6%
Positions
70
Top 10 Concentration
54.5%
Latest Filing
Q4 2025

Top Holdings Allocation

XLK
XLY
XLC
XLI
IVV
XLK11.2%
XLY8.5%
XLC7.7%
XLI7.4%
IVV6.3%
FDIS3.3%
XLV2.7%
BRK/B2.6%

📈 Biggest Buys

XLK
SELECT SECTOR SPDR TR
+83.9%
11.2% of portfolio
XLY
SELECT SECTOR SPDR TR
+130.1%
8.5% of portfolio
FDIS
FIDELITY COVINGTON TRUST
NEW
3.3% of portfolio
XLV
SELECT SECTOR SPDR TR
NEW
2.7% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
NEW
2.6% of portfolio

📉 Biggest Sells

XLF
SELECT SECTOR SPDR TR
-93.5%
0.3% of portfolio
NVDA
NVIDIA CORPORATION
-36.7%
1.1% of portfolio
RBLX
ROBLOX CORP
-59.9%
0.4% of portfolio
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-46.4%
0.5% of portfolio
ORCL
ORACLE CORP
-72.4%
0.1% of portfolio

Sector Breakdown

Other80.5%
ETF7.2%
Technology6.1%
Financial2.8%
Healthcare1.6%
Industrial0.7%
Consumer0.7%
Materials0.1%

🚪 Exited Positionssold since Q3 2025

RCL
ROYAL CARIBBEAN GROUP
SOLD
$6.0M
SPOT
SPOTIFY TECHNOLOGY S A
SOLD
$5.2M
GEV
GE VERNOVA INC
SOLD
$4.4M
CIT
CINTAS CORP
SOLD
$4.4M
CPNG
COUPANG INC
SOLD
$4.3M
+21 more exited positions

Changes from Q3 2025

NEW24 new positions
↑36 increased
↓43 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

XLK11.2%
SELECT SECTOR SPDR TR
$70.3M
XLY8.5%
SELECT SECTOR SPDR TR
$53.1M
XLC7.7%
SELECT SECTOR SPDR TR
$48.0M
XLI7.4%
SELECT SECTOR SPDR TR
$46.2M
IVV6.3%
ISHARES TR
$39.2M

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