Universe · entity
Bellwether Advisors, LLC
Institutional manager (13F) · CIK 1819815
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $478M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SELECT SECTOR SPDR TR | $45M | 336,125 |
| 2 | ISHARES TR | $37M | 57,017 |
| 3 | SELECT SECTOR SPDR TR | $37M | 230,198 |
| 4 | SELECT SECTOR SPDR TR | $34M | 682,542 |
| 5 | SELECT SECTOR SPDR TR | $32M | 639,543 |
| 6 | SELECT SECTOR SPDR TR | $21M | 190,865 |
| 7 | BERKSHIRE HATHAWAY INC DEL | $15M | 30,328 |
| 8 | SELECT SECTOR SPDR TR | $14M | 94,639 |
| 9 | INNOVATOR ETFS TRUST | $13M | 282,400 |
| 10 | SELECT SECTOR SPDR TR | $12M | 108,980 |
| 11 | SPDR GOLD TR | $12M | 27,125 |
| 12 | BROADCOM INC | $11M | 35,801 |
| 13 | INNOVATOR ETFS TRUST | $10M | 240,852 |
| 14 | ISHARES TR | $10M | 103,565 |
| 15 | SELECT SECTOR SPDR TR | $9M | 104,250 |
| 16 | WESTERN DIGITAL CORP | $9M | 31,429 |
| 17 | INNOVATOR ETFS TRUST | $8M | 211,427 |
| 18 | ISHARES GOLD TR | $7M | 79,766 |
| 19 | ABBVIE INC | $7M | 31,607 |
| 20 | ISHARES TR | $7M | 96,803 |
| 21 | ISHARES TR | $6M | 64,450 |
| 22 | ISHARES TR | $6M | 46,968 |
| 23 | FIDELITY COVINGTON TRUST | $6M | 110,793 |
| 24 | INNOVATOR ETFS TRUST | $6M | 129,828 |
| 25 | INNOVATOR ETFS TRUST | $6M | 134,829 |
| 26 | STATE STR SPDR S&P 500 ETF T | $5M | 8,409 |
| 27 | INNOVATOR ETFS TRUST | $5M | 126,367 |
| 28 | COMFORT SYS USA INC | $5M | 3,655 |
| 29 | INNOVATOR ETFS TRUST | $5M | 115,286 |
| 30 | CATERPILLAR INC | $5M | 6,659 |
| 31 | ECHOSTAR CORP | $4M | 38,367 |
| 32 | ISHARES TR | $4M | 18,644 |
| 33 | DOW HLDGS INC | $4M | 106,856 |
| 34 | LOEWS CORP | $4M | 41,343 |
| 35 | UNITED RENTALS INC | $4M | 5,843 |
| 36 | CINCINNATI FINL CORP | $4M | 25,956 |
| 37 | ALPHABET INC | $4M | 14,215 |
| 38 | CITIZENS FINL GROUP INC | $4M | 66,846 |
| 39 | GOLDMAN SACHS GROUP INC | $4M | 4,487 |
| 40 | INNOVATOR ETFS TRUST | $4M | 75,522 |
| 41 | HUNTINGTON BANCSHARES INC | $4M | 231,117 |
| 42 | INNOVATOR ETFS TRUST | $4M | 84,532 |
| 43 | MICROSOFT CORP | $4M | 9,700 |
| 44 | EMCOR GROUP INC | $4M | 4,854 |
| 45 | ISHARES TR | $3M | 39,301 |
| 46 | INNOVATOR ETFS TRUST | $3M | 68,141 |
| 47 | INNOVATOR ETFS TRUST | $3M | 80,854 |
| 48 | NVIDIA CORPORATION | $3M | 18,019 |
| 49 | ANGLOGOLD ASHANTI PLC | $3M | 31,683 |
| 50 | STEEL DYNAMICS INC | $3M | 16,913 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.