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Showing Q3 2025 data
Wela Strategies, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Wela Strategies, Inc.
•CIK: 1644329•Filing: Q3 2025
**Wela Strategies, Inc.** manages $264M across a diversified portfolio of 55 positions. The fund exhibits a significant allocation to core U.S. equity and fixed income, highlighted by the top holdings in IVV ($67.2M) and SPTI ($29.6M). Further diversification is evident with substantial exposure to intermediate-term Treasuries (LQD at $25.4M) and international equities (IEFA at $23.2M). This structure suggests a mandate focused on capturing broad market beta while maintaining tactical allocations across sectors and geographies.
Total AUM
$263.7M
QoQ Performance
+4.1%
Positions
40
Top 10 Concentration
77.8%
Latest Filing
Q3 2025
Top Holdings Allocation
IVV
SPTI
LQD
IEFA
BND
IVV25.5%
SPTI11.2%
LQD9.6%
IEFA8.8%
BND5.3%
VWO4.8%
VNQ4.4%
IJH3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.2%
ETF25.5%
Technology1.2%
Industrial0.6%
Healthcare0.5%
Financial0.4%
Consumer Staples0.2%
Consumer0.2%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW6 new positions
↑20 increased
↓23 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023