Bellwether Advisors, LLC - Portfolio Stock Holdings
Bellwether Advisors, LLC disclosed 209 stock positions in a recent SEC 13F filing. $677,259,837 of stock holdings were filed, with the largest holdings including XLK, IVV, and XLF. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 6, 2026.We estimate the fund has a total AUM of $784,024,209 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
209Est. Stock Holding Value:
$677,259,837Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bellwether Advisors, LLC
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% of Portfolio
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