Bellwether Advisors, LLC holds a diversified book of 167 stocks worth $675.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ftse Developed ETF and trimmed SS Industrial Select Sector. Their largest long position is SS Technology Select Sector at 11% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
25% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bellwether Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $84.1B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $70.3B |
| LPL Financial LLC | 79 / 80 | $67.0B |
| HighTower Advisors, LLC | 79 / 80 | $19.9B |
| Cetera Investment Advisers | 79 / 80 | $17.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $14.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $13.5B |
| MML INVESTORS SERVICES, LLC | 79 / 80 | $10.9B |
Ranked by how many of Bellwether Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Select Sector SPDR TR ST STR TECHN ETF | $71.7M | 376.1K | 10.6% | ▲+12% Added · +40K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $44.0M | 58.7K | 6.5% | ▲+3.0% Added · +2K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $32.8M | 461.0K | 4.9% | ▲New New position | |
| 4 | Select Sector SPDR TR ST STR INDL ETF | $28.3M | 152.8K | 4.2% | ▼−34% Reduced · −77K sh | |
| 5 | Select Sector SPDR TR ST STR CARE ETF | $22.6M | 142.1K | 3.3% | ▲+50% Added · +47K sh | |
| 6 | Select Sector SPDR TR ST STR DISCR ETF | $22.5M | 191.7K | 3.3% | ▲+0.4% Added · +814 sh | |
| 7 | Ishares Inc CORE MSCI EMKT | $19.5M | 235.7K | 2.9% | ▲New New position | |
| 8 | Select Sector SPDR TR ST STR SVC ETF | $18.3M | 171.0K | 2.7% | ▲+57% Added · +62K sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $14.2M | 28.4K | 2.1% | ▼−6.2% Reduced · −2K sh | |
| 10 | Innovator Etfs Trust US EQTY PWR BUF | $13.9M | 280.3K | 2.1% | ▼−0.7% Reduced · −2K sh | |
| 11 | Select Sector SPDR TR ST STR FINL ETF | $12.0M | 224.7K | 1.8% | ▼−65% Reduced · −415K sh | |
| 12 | Innovator Etfs Trust US EQTY PWR BUF | $10.8M | 235.5K | 1.6% | ▼−2.2% Reduced · −5K sh | |
| 13 | Ishares TR MSCI USA MIN ETF | $10.2M | 105.9K | 1.5% | ▲+2.2% Added · +2K sh | |
| 14 | Select Sector SPDR TR ST STR ENERG ETF | $9.9M | 186.9K | 1.5% | ▲+440% Added · +152K sh | |
| 15 | Ishares TR GLOBAL TECH ETF | $9.6M | 66.8K | 1.4% | ▲+3.6% Added · +2K sh | |
| 16 | Innovator Etfs Trust US EQT PWR BUF | $9.2M | 218.6K | 1.4% | ▲+3.4% Added · +7K sh | |
| 17 | Innovator Etfs Trust US EQTY PWR BUF | $8.0M | 163.2K | 1.2% | ▲+252% Added · +117K sh | |
| 18 | Ishares TR CORE S&P MCP ETF | $7.8M | 101.0K | 1.2% | ▲+4.3% Added · +4K sh | |
| 19 | Vanguard World FD FINANCIALS ETF | $7.6M | 58.0K | 1.1% | ▲New New position | |
| 20 | Select Sector SPDR TR ST STR MATER ETF | $7.5M | 147.8K | 1.1% | ▼−78% Reduced · −535K sh | |
| 21 | Innovator Etfs Trust US EQTY PWR BUF | $7.4M | 171.3K | 1.1% | ▲+49% Added · +56K sh | |
| 22 | Select Sector SPDR TR ST STR STAPL ETF | $7.4M | 88.9K | 1.1% | ▼−15% Reduced · −15K sh | |
| 23 | Abbvie Inc COM | $7.4M | 29.3K | 1.1% | ▼−7.3% Reduced · −2K sh | |
| 24 | Ishares TR CORE S&P SCP ETF | $7.3M | 49.0K | 1.1% | ▲+4.3% Added · +2K sh | |
| 25 | Vanguard World FD ENERGY ETF | $6.9M | 46.0K | 1.0% | ▲New New position | |
| 26 | Northern Lights FD TR TOEWS AGILITY SH | $6.8M | 270.0K | 1.0% | ▲New New position | |
| 27 | Ishares TR MSCI USA MMENTM | $6.8M | 19.7K | 1.0% | ▲+5.6% Added · +1K sh | |
| 28 | Micron Technology Inc COM | $6.7M | 5.8K | 1.0% | ▲+20% Added · +965 sh | |
| 29 | Western Digital Corp COM | $6.7M | 10.5K | 1.0% | ▼−66% Reduced · −21K sh | |
| 30 | United Rentals Inc COM | $6.6M | 5.8K | 1.0% | —Held | |
| 31 | State STR SPDR S&P 500 ETF T TR UNIT | $6.3M | 8.4K | 0.9% | ▼−0.4% Reduced · −34 sh | |
| 32 | Innovator Etfs Trust US EQTY PWR BUF | $6.2M | 129.7K | 0.9% | ▼−0.1% Reduced · −171 sh | |
| 33 | Innovator Etfs Trust US EQTY PWR BUF | $6.0M | 134.8K | 0.9% | —Held | |
| 34 | Innovator Etfs Trust US EQTY PWR BUF | $5.8M | 126.4K | 0.9% | —Held | |
| 35 | Hewlett Packard Enterprise C COM | $5.5M | 121.0K | 0.8% | ▲New New position | |
| 36 | Fidelity Covington Trust CONSMR STAPLES | $5.2M | 98.7K | 0.8% | ▼−11% Reduced · −12K sh | |
| 37 | Broadcom Inc COM | $5.0M | 13.2K | 0.7% | ▼−63% Reduced · −23K sh | |
| 38 | SPDR Gold TR GOLD SHS | $4.8M | 13.1K | 0.7% | ▼−52% Reduced · −14K sh | |
| 39 | Corning Inc COM | $4.4M | 17.1K | 0.6% | ▲New New position | |
| 40 | Innovator Etfs Trust US EQTY BUFR JUL | $4.1M | 74.9K | 0.6% | ▼−0.8% Reduced · −598 sh | |
| 41 | Innovator Etfs Trust US EQTY PWR BF | $3.9M | 84.5K | 0.6% | —Held | |
| 42 | Ishares TR CORE MSCI TOTAL | $3.8M | 39.3K | 0.6% | ▲~0% Added · +12 sh | |
| 43 | Emcor Group Inc COM | $3.7M | 4.4K | 0.5% | ▼−8.7% Reduced · −422 sh | |
| 44 | Ishares Gold TR ISHARES NEW | $3.5M | 46.8K | 0.5% | ▼−41% Reduced · −33K sh | |
| 45 | Sandisk Corp COM | $3.5M | 1.5K | 0.5% | ▲New New position | |
| 46 | Innovator Etfs Trust US EQTY BUFR FEB | $3.5M | 66.5K | 0.5% | ▼−2.5% Reduced · −2K sh | |
| 47 | Curtiss Wright Corp COM | $3.5M | 4.6K | 0.5% | ▲New New position | |
| 48 | Humana Inc COM | $3.4M | 8.7K | 0.5% | ▲New New position | |
| 49 | Intel Corp COM | $3.4M | 24.6K | 0.5% | ▼−28% Reduced · −10K sh | |
| 50 | Eli Lilly & Co COM | $3.4M | 2.8K | 0.5% | ▲+50% Added · +935 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1819815/holdings"
Use Arkolith to show Bellwether Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.