Bellwether Advisors, LLC

CIK 0001819815 · Q2 2026

13F Equity AUM

$675.0M

+14.4% QoQ

Positions

167

+8 QoQ

AUM Rank

#4,183

Top 33%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #2,998 · Top 37%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 29.5%Top 10: 42.6%Top 20: 56.4%

XLK10.6%

IVV6.5%

VEA4.9%

XLI4.2%

XLV3.3%

XLY3.3%

IEMG2.9%

XLC2.7%

BRK/B2.1%

PJAN2.1%

Others (157)57.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services77.0%

Technology8.9%

Industrials3.8%

Healthcare3.5%

Communication Services2.1%

Other4.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 167Median: 0.22%Avg: 0.60%

0–0.5%

118(20.6%)

0.5–1%

22(15.6%)

1–3%

21(30.9%)

3–5%

4(15.7%)

5%+

2(17.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 167vs 20 funds

0%Low

167

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New45Increased43Decreased49Exited37

New Positions

VEA4.9%

+461K

IEMG2.9%

+236K

VFH1.1%

+58K

VDE1.0%

+46K

NORTHERN LIGHTS FD T…1.0%

+270K

HPE0.8%

+121K

GLW0.7%

+17K

SNDK0.5%

+2K

CW0.5%

+5K

HUM0.5%

+9K

Increased

XLE1.5%

+152K(+440%)

PJUL1.2%

+117K(+252%)

XLC2.7%

+62K(+57%)

PJUN1.1%

+56K(+49%)

XLV3.3%

+47K(+50%)

PMAY0.4%

+42K(+219%)

XLK10.6%

+40K(+12%)

PAPR1.4%

+7K(+3%)

AMZN0.3%

+6K(+206%)

EFA0.2%

+5K(+89%)

Decreased

XLB1.1%

-534,784(-78%)

XLF1.8%

-414,806(-65%)

XLI4.2%

-77,426(-34%)

DOW0.2%

-67,053(-63%)

IAU*0.5%

-33,011(-41%)

SATS0.2%

-23,620(-62%)

AVGO0.7%

-22,590(-63%)

PFEB0.4%

-21,324(-26%)

WDC1.0%

-20,893(-66%)

XLP1.1%

-15,322(-15%)

Exited

-41,343

CINF

-25,956

CFG

-66,846

-4,487

HBAN

-231,117

-31,683

SCCO

-16,388

-8,959

-4,628

-73,236

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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