13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001819815
Total reported value
$675.0M
$675.0M
599 檔
33.7%
As reported in its official Q2 2025 Form 13F filing, Bellwether Advisors, LLC's tracked investment portfolio stood at $675.0M with 599 total positions.
During Q2 2025, Bellwether Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 599 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 11.46% | +3.04% | -24.13% | |
| 2 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 10.50% | -0.19% | +250.18% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 7.03% | -2.12% | +5638.98% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.13% | +0.21% | +0.42% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.74% | +0.66% | +2134.45% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 3.72% | -3.57% | -57.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.82% | -0.35% | +143.63% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.34% | -1.14% | -24.06% | |
| 9 | PJAN | Innovator U.s. Equity Power | ETF-Other | 2.02% | -0.15% | -0.02% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.65% | -0.12% | -0.27% | |
| 11 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 1.65% | +0.21% | NEW | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | -0.37% | -30.93% | |
| 13 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.51% | — | — | |
| 14 | CPNG | Coupang Inc | Stock-Consumer Disc | 1.45% | — | — | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.43% | -0.41% | EXIT | |
| 16 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.40% | — | +104500.00% | |
| 17 | SNOW | Snowflake Inc | Stock-Tech | 1.40% | — | — | |
| 18 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.40% | -0.13% | +1.53% | |
| 19 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.34% | -0.06% | -0.73% | |
| 20 | CTAS | Cintas CORP | Stock-Industrials | 1.32% | — | +402.15% | |
| 21 | CVNA | Carvana Co | Stock-Consumer Disc | 1.32% | — | — | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.14% | -65.95% | |
| 23 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.02% | +0.34% | -0.37% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.00% | +0.04% | -0.51% | |
| 25 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.00% | — | — | |
| 26 | GEV | GE Vernova Inc | Stock-Industrials | 0.99% | +0.21% | NEW | |
| 27 | EME | Emcor Group Inc | Stock-Industrials | 0.99% | -0.07% | — | |
| 28 | HEI | Heico CORP | Stock-Industrials | 0.96% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | — | +1.57% | |
| 30 | GE | General Electric | Stock-Industrials | 0.89% | -0.34% | EXIT | |
| 31 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.87% | +0.28% | +17.90% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.09% | -0.51% | |
| 33 | URI | United Rentals Inc | Stock-Industrials | 0.78% | +0.26% | -1.44% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.76% | +0.24% | -0.31% | |
| 35 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.75% | -0.06% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | -0.07% | +0.45% | |
| 37 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.06% | -0.84% | |
| 38 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.04% | -0.08% | |
| 39 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.61% | -0.04% | — | |
| 40 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.55% | — | -28.53% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | +0.30% | +701.87% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.54% | +0.22% | NEW | |
| 43 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.52% | -0.03% | — | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.50% | -0.02% | -0.20% | |
| 45 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.49% | — | +26398.48% | |
| 46 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.49% | — | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.09% | — | |
| 48 | MSTR | Strategy Inc | Stock-Tech | 0.48% | — | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | — | +748.65% | |
| 50 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.47% | — | — |
According to official SEC Form 13F filings, Bellwether Advisors, LLC reported a total U.S. public equity portfolio value of $675.0M across 599 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XLK, XLY, XLI) accounted for 33.7% of total reported equity market value during Q2 2025.
During Q2 2025, Bellwether Advisors, LLC's top holdings by market value included XLK (11.5%)、XLY (10.5%)、XLI (7.0%). The largest single position, XLK, represented 11.5% of total portfolio value.
In Q2 2025, Bellwether Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.