Bellwether Advisors, LLC - Portfolio Stock Holdings
Bellwether Advisors, LLC disclosed 203 stock positions in a recent SEC 13F filing. $674,776,094 of stock holdings were filed, with the largest holdings including XLK, IVV, and VEA. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 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:
June 30, 2026No. of Stocks:
203Est. Stock Holding Value:
$674,776,094Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Bellwether Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...