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CIK: 0001819815
Total reported value
$675.0M
$675.0M
134 檔
38.0%
In Q4 2025, Bellwether Advisors, LLC's U.S. equity holdings reached a combined market value of $675.0M, distributed across 134 disclosed stock positions.
Bellwether Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 24 new positions while fully exiting 26 holdings and trimming 43 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 11.22% | +3.04% | +83.92% | |
| 2 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 8.47% | -0.19% | +130.05% | |
| 3 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 7.65% | +0.66% | +3.24% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-Other | 7.37% | -2.12% | -0.33% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.25% | +0.21% | -0.95% | |
| 6 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 3.26% | — | — | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 2.66% | +0.99% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.58% | -0.35% | — | |
| 9 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.54% | — | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.48% | -1.14% | +0.12% | |
| 11 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 2.34% | — | — | |
| 12 | PJAN | Innovator U.s. Equity Power | ETF-Other | 2.20% | -0.15% | +8.79% | |
| 13 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.85% | — | — | |
| 14 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.72% | -0.13% | +24.99% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.57% | -0.12% | +0.82% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.43% | -0.41% | EXIT | |
| 17 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.31% | -0.06% | -0.17% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | -0.37% | -36.66% | |
| 19 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.08% | +0.34% | -0.47% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | +0.04% | -0.66% | |
| 21 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 0.92% | -0.29% | EXIT | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | — | -0.20% | |
| 23 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.90% | -0.04% | +41.09% | |
| 24 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.89% | -0.06% | -3.54% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.09% | -0.37% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | -0.26% | +37.95% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | -0.07% | +0.28% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.14% | -9.96% | |
| 29 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.77% | +0.28% | -9.44% | |
| 30 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.76% | +0.25% | NEW | |
| 31 | URI | United Rentals Inc | Stock-Industrials | 0.75% | +0.26% | -1.17% | |
| 32 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.75% | -0.06% | -0.32% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.74% | +0.24% | +0.62% | |
| 34 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.68% | — | +71.59% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | -0.59% | +42.93% | |
| 36 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.65% | — | — | |
| 37 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.61% | -0.04% | — | |
| 38 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.04% | -0.03% | |
| 39 | ECHO | Echostar Corp-a | Stock-Comm Services | 0.57% | -0.54% | — | |
| 40 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.53% | -0.03% | — | |
| 41 | CVNA | Carvana Co | Stock-Consumer Disc | 0.51% | — | -30.10% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.51% | -0.02% | +0.17% | |
| 43 | WDC | Western Digital CORP | Stock-Tech | 0.49% | -0.44% | — | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.47% | -0.13% | — | |
| 45 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.46% | — | -46.44% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.24% | +815.63% | |
| 47 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.44% | -0.27% | EXIT | |
| 48 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 0.44% | — | — | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.09% | — | |
| 50 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.41% | +0.82% | +22.00% |
According to official SEC Form 13F filings, Bellwether Advisors, LLC reported a total U.S. public equity portfolio value of $675.0M across 134 disclosed positions in Q4 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, XLC) accounted for 38.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
FDIS
市值: $20.4M
Top Position Liquidated / Trimmed
RCL
前期市值: $6.0M
During Q4 2025, Bellwether Advisors, LLC's top holdings by market value included XLK (11.2%)、XLY (8.5%)、XLC (7.7%). The largest single position, XLK, represented 11.2% of total portfolio value.
In Q4 2025, Bellwether Advisors, LLC made 129 total portfolio adjustments, initiating 24 new buys, adding to 36 positions, trimming 43 holdings, and fully liquidating 26 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.
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