Investor
Bellwether Advisors, LLC
CIK 0001819815 · filed 2026-05-12 · SEC filing
13F book
$590.2M
Positions
159
47 new · 22 sold
Largest name
7.6%
Select Sector Spdr Tr
Est. mark
−$12.6M
Price effect on 112 names still held. Flow −$23.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr | — | 336.1K | $44.7M | 7.6% | −$3.72M | Cut−$25.6M |
| Ishares Tr | — | 57K | $37.2M | 6.3% | −$1.81M | Cut−$1.93M |
| Select Sector Spdr Tr | — | 230.2K | $37.2M | 6.3% | $1.52M | Cut−$8.93M |
| Select Sector Spdr Tr | — | 682.5K | $34.1M | 5.8% | — | New |
| Select Sector Spdr Tr | — | 639.5K | $31.6M | 5.3% | −$156.1K | Added$30M |
| Select Sector Spdr Tr | — | 190.9K | $20.8M | 3.5% | −$1.99M | Cut−$32.3M |
| Berkshire Hathaway Inc Del | — | 30.3K | $14.5M | 2.5% | −$711.2K | Cut−$1.65M |
| Select Sector Spdr Tr | — | 94.6K | $13.9M | 2.4% | −$775.1K | Cut−$2.77M |
| Innovator Etfs Trust | — | 282.4K | $13M | 2.2% | −$251.3K | Cut−$731.7K |
| Select Sector Spdr Tr | — | 109K | $12.1M | 2.0% | −$747.6K | Cut−$35.9M |
| Spdr Gold Tr | — | 27.1K | $11.7M | 2.0% | — | New |
| Broadcom Inc. | AVGO | 35.8K | $11.1M | 1.9% | −$1.31M | Cut−$4.47M |
| Innovator Etfs Trust | — | 240.9K | $10.2M | 1.7% | −$211.9K | Cut−$554.8K |
| Ishares Tr | — | 103.6K | $9.6M | 1.6% | −$147K | Cut−$203.6K |
| Select Sector Spdr Tr | — | 104.3K | $8.55M | 1.4% | — | New |
| Western Digital Corp | WDC | 31.4K | $8.5M | 1.4% | $1.74M | Added$5.44M |
| Innovator Etfs Trust | — | 211.4K | $8.41M | 1.4% | $142.4K | Added$225.1K |
| Ishares Gold Tr | — | 79.8K | $7.03M | 1.2% | — | New |
| AbbVie Inc. | ABBV | 31.6K | $6.87M | 1.2% | −$249.9K | Added$1.68M |
| Ishares Tr | — | 96.8K | $6.54M | 1.1% | $142.7K | Added$380.6K |
| Ishares Tr | — | 64.5K | $6.44M | 1.1% | −$322.9K | Added−$297.7K |
| Ishares Tr | — | 47K | $5.84M | 1.0% | $185.9K | Added$431.3K |
| Fidelity Covington Trust | — | 110.8K | $5.8M | 1.0% | — | New |
| Innovator Etfs Trust | — | 129.8K | $5.79M | 1.0% | −$33.5K | Added$1.11M |
| Innovator Etfs Trust | — | 134.8K | $5.51M | 0.9% | −$124K | Cut−$139.5K |
| Spdr S&P 500 Etf Tr | — | 8.41K | $5.47M | 0.9% | −$265.9K | Added−$264.6K |
| Innovator Etfs Trust | — | 126.4K | $5.44M | 0.9% | −$83.2K | Cut−$166.7K |
| Comfort Sys Usa Inc | — | 3.65K | $5.04M | 0.9% | — | New |
| Innovator Etfs Trust | — | 115.3K | $4.82M | 0.8% | −$6.14K | Cut−$9.45K |
| Caterpillar Inc | CAT | 6.66K | $4.72M | 0.8% | $902.9K | Cut$649.7K |
| Echostar Corp | ECHO | 38.4K | $4.49M | 0.8% | $276.6K | Added$898.9K |
| Ishares Tr | — | 18.6K | $4.47M | 0.8% | −$191.5K | Added−$171.1K |
| Dow Inc. | DOW | 106.9K | $4.45M | 0.8% | — | New |
| Loews Corp | L | 41.3K | $4.41M | 0.7% | — | New |
| United Rentals, Inc. | URI | 5.84K | $4.26M | 0.7% | −$471.9K | Held |
| Cincinnati Finl Corp | — | 26K | $4.08M | 0.7% | — | New |
| Alphabet Inc | — | 14.2K | $4.08M | 0.7% | −$382.9K | Cut−$1.25M |
| Citizens Finl Group Inc | — | 66.8K | $4.01M | 0.7% | — | New |
| Goldman Sachs Group Inc | — | 4.49K | $3.8M | 0.6% | — | New |
| Innovator Etfs Trust | — | 75.5K | $3.75M | 0.6% | −$81.4K | Held |
| Huntington Bancshares Inc | — | 231.1K | $3.62M | 0.6% | — | New |
| Innovator Etfs Trust | — | 84.5K | $3.61M | 0.6% | −$44.8K | Cut−$61.2K |
| Microsoft Corp | MSFT | 9.7K | $3.59M | 0.6% | −$1.1M | Cut−$1.33M |
| EMCOR Group, Inc. | EME | 4.85K | $3.58M | 0.6% | $395K | Added$1.67M |
| Ishares Tr | — | 39.3K | $3.41M | 0.6% | $75.9K | Added$192.3K |
| Innovator Etfs Trust | — | 68.1K | $3.25M | 0.6% | −$65.6K | Cut−$70.5K |
| Innovator Etfs Trust | — | 80.9K | $3.24M | 0.5% | −$33.1K | Added$1.06M |
| Nvidia Corp | NVDA | 18K | $3.14M | 0.5% | −$218K | Cut−$3.96M |
| Anglogold Ashanti Plc | AU | 31.7K | $3.08M | 0.5% | — | New |
| Steel Dynamics Inc | STLD | 16.9K | $3.04M | 0.5% | — | New |
| Nucor Corp | NUE | 17.8K | $3M | 0.5% | — | New |
| Southern Copper Corp/ | SCCO | 16.4K | $2.82M | 0.5% | — | New |
| Reliance, Inc. | RS | 8.96K | $2.72M | 0.5% | — | New |
| Select Sector Spdr Tr | — | 59.1K | $2.71M | 0.5% | — | New |
| Apple Inc. | AAPL | 10.4K | $2.64M | 0.4% | −$187.8K | Cut−$300.9K |
| International Paper Co | — | 73.2K | $2.61M | 0.4% | — | New |
| Deere & Co | DE | 4.63K | $2.61M | 0.4% | — | New |
| Palantir Technologies Inc. | PLTR | 16.5K | $2.42M | 0.4% | −$520.6K | Cut−$6.53M |
| Innovator Etfs Trust | — | 55.1K | $2.38M | 0.4% | −$36.9K | Added$374K |
| Howmet Aerospace Inc. | HWM | 9.68K | $2.23M | 0.4% | — | New |
| Abbott Labs | ABT | 21K | $2.16M | 0.4% | −$475K | Cut−$476.9K |
| L3harris Technologies Inc | — | 6.23K | $2.15M | 0.4% | — | New |
| Ishares Tr | — | 19K | $2.15M | 0.4% | −$193K | Cut−$211.4K |
| Innovator Etfs Trust | — | 46.3K | $2.13M | 0.4% | −$21.4K | Cut−$439.8K |
| Select Sector Spdr Tr | — | 34.6K | $2.12M | 0.4% | — | New |
| Cardinal Health Inc | CAH | 9.94K | $2.1M | 0.4% | — | New |
| Innovator Etfs Trust | — | 38.5K | $2.05M | 0.3% | −$66.3K | Cut−$66.4K |
| Ge Aerospace | — | 7.03K | $2M | 0.3% | — | New |
| Ishares Tr | — | 11.6K | $1.96M | 0.3% | $927 | Cut−$4.98K |
| HCA Healthcare, Inc. | HCA | 4.01K | $1.9M | 0.3% | $25.6K | Cut−$256.9K |
| Bristol-Myers Squibb Co | — | 31.1K | $1.89M | 0.3% | — | New |
| Walmart Inc. | WMT | 14.9K | $1.86M | 0.3% | $51.6K | Added$1.41M |
| Fidelity Covington Trust | — | 30.5K | $1.8M | 0.3% | — | New |
| Ishares Tr | — | 17.8K | $1.77M | 0.3% | −$10.9K | Cut−$29.2K |
| Viking Holdings Ltd | VIK | 23.5K | $1.73M | 0.3% | $48.7K | Cut−$4.02M |
| Fidelity Covington Trust | — | 50.7K | $1.72M | 0.3% | — | New |
| Eli Lilly & Co | LLY | 1.86K | $1.71M | 0.3% | −$287.8K | Cut−$580.1K |
| Parker-Hannifin Corp | PH | 1.88K | $1.69M | 0.3% | — | New |
| Teradyne, Inc | TER | 5.6K | $1.66M | 0.3% | — | New |
| Cummins Inc | CMI | 3.08K | $1.66M | 0.3% | — | New |
| Micron Technology Inc | MU | 4.88K | $1.65M | 0.3% | — | New |
| Ishares Tr | — | 17.6K | $1.61M | 0.3% | $90K | Cut$61.2K |
| Dollar Tree, Inc. | DLTR | 14.6K | $1.59M | 0.3% | −$196.5K | Cut−$1.19M |
| Caseys Gen Stores Inc | — | 2.15K | $1.56M | 0.3% | — | New |
| Monolithic Pwr Sys Inc | — | 1.43K | $1.56M | 0.3% | — | New |
| Ishares Tr | — | 29.9K | $1.53M | 0.3% | −$16.1K | Cut−$60.7K |
| Intel Corp | INTC | 34.3K | $1.51M | 0.3% | — | New |
| Ww Grainger Inc | — | 1.32K | $1.45M | 0.2% | $33.8K | Added$1.03M |
| On Semiconductor Corp | ON | 23.2K | $1.44M | 0.2% | — | New |
| Dollar Gen Corp New | — | 12K | $1.43M | 0.2% | — | New |
| Ishares Tr | — | 28.8K | $1.4M | 0.2% | −$8.37K | Cut−$17.2K |
| Southwest Airls Co | — | 36.1K | $1.36M | 0.2% | — | New |
| Tapestry, Inc. | TPR | 9.15K | $1.29M | 0.2% | — | New |
| Darden Restaurants Inc | DRI | 6.45K | $1.27M | 0.2% | — | New |
| J P Morgan Exchange Traded F | — | 19.4K | $1.1M | 0.2% | −$10.9K | Held |
| Alphabet Inc | — | 3.4K | $979.1K | 0.2% | −$86.6K | Cut−$134.5K |
| Dbx Etf Tr | — | 18.8K | $930.3K | 0.2% | $24.3K | Held |
| Ishares Inc | — | 7.77K | $929K | 0.2% | $5.87K | Cut−$6.36K |
| Innovator Etfs Trust | — | 17.9K | $857.7K | 0.1% | −$27.9K | Held |
| Ishares Tr | — | 13.2K | $811.7K | 0.1% | −$45.6K | Held |
| Ishares Tr | — | 5.75K | $795.4K | 0.1% | −$17.9K | Cut−$33.5K |
| Innovator Etfs Trust | — | 19.1K | $761.3K | 0.1% | $6.67K | Cut$535 |
| Ishares Tr | — | 11.2K | $741.9K | 0.1% | −$38.5K | Cut−$68.2K |
| Ishares Inc | — | 11K | $713.4K | 0.1% | $7.61K | Cut−$1.61K |
| Ishares Tr | — | 13.7K | $696.4K | 0.1% | $1.22K | Cut−$14.1K |
| Oracle Corp | — | 4.33K | $636.4K | 0.1% | −$206.8K | Cut−$287.5K |
| Amazon Com Inc | AMZN | 2.99K | $622.7K | 0.1% | −$67.4K | Cut−$131.4K |
| Sherwin Williams Co | SHW | 1.85K | $592.7K | 0.1% | −$6.43K | Cut−$31.7K |
| Ishares Tr | — | 2.72K | $573.7K | 0.1% | −$2.43K | Cut−$10.5K |
| Innovator Etfs Trust | — | 10.7K | $562.1K | 0.1% | −$6K | Held |
| Ishares Tr | — | 5.58K | $542.3K | 0.1% | — | New |
| Ishares Tr | — | 7.46K | $522.5K | 0.1% | $23.2K | Held |
| Ishares Tr | — | 5.6K | $507.3K | 0.1% | $3.55K | Added$209.3K |
| Fastenal Co | FAST | 10.8K | $498.9K | 0.1% | $67.4K | Cut$23.8K |
| Innovator Etfs Trust | — | 10.3K | $495.4K | 0.1% | −$12K | Held |
| Invesco Exchange Traded Fd T | — | 2.46K | $472.9K | 0.1% | — | New |
| Innovator Etfs Trust | — | 8.4K | $414.8K | 0.1% | −$3.78K | Held |
| At&T Inc | — | 14.3K | $414.7K | 0.1% | $59.4K | Held |
| Vanguard Index Fds | — | 660 | $394.5K | 0.1% | −$19.3K | Added−$16.9K |
| Innovator Etfs Trust | — | 8.15K | $390.9K | 0.1% | −$11.7K | Held |
| Meta Platforms, Inc. | META | 676 | $386.9K | 0.1% | −$59.4K | Cut−$217.9K |
| Exxon Mobil Corp | — | 2.28K | $386.5K | 0.1% | — | New |
| Ishares Tr | — | 4.04K | $379.4K | 0.1% | −$9.48K | Added−$8.36K |
| Werner Enterprises Inc | WERN | 12.4K | $364.1K | 0.1% | −$7.43K | Held |
| Jpmorgan Chase & Co. | — | 1.16K | $339.8K | 0.1% | −$32.4K | Held |
| Ishares Tr | — | 2.45K | $325.1K | 0.1% | $2.26K | Cut−$2.87K |
| Home Depot, Inc. | HD | 988 | $324.9K | 0.1% | −$15K | Held |
| Ishares Tr | — | 3.63K | $321.2K | 0.1% | −$3.88K | Cut−$36K |
| Union Pac Corp | — | 1.32K | $320.7K | 0.1% | $14.9K | Cut$9.16K |
| Ishares Tr | — | 2.25K | $317.9K | 0.1% | −$17K | Held |
| Ishares Tr | — | 4.84K | $311.5K | 0.1% | −$3.1K | Added$5.78K |
| Lockheed Martin Corp | LMT | 514 | $310.7K | 0.1% | $62K | Cut$35.9K |
| Eaton Corp Plc | ETN | 863 | $308.7K | 0.1% | $33.8K | Cut$2.58K |
| Schwab Strategic Tr | — | 9.47K | $288.9K | 0.0% | $8.43K | Held |
| American Express Co | AXP | 954 | $288.6K | 0.0% | −$64.4K | Cut−$84.7K |
| Ishares Tr | — | 6.16K | $284.6K | 0.0% | −$2.14K | Added$450 |
| Conocophillips | COP | 2.12K | $279.4K | 0.0% | $81.3K | Cut$67.2K |
| Ishares Tr | — | 4.67K | $265K | 0.0% | — | New |
| Innovator Etfs Trust | — | 5.15K | $252.3K | 0.0% | $5.15K | Cut−$1.61K |
| Schwab Strategic Tr | — | 10.2K | $251.2K | 0.0% | $7.21K | Held |
| Visa Inc. | V | 824 | $249K | 0.0% | −$39.9K | Cut−$97.5K |
| Ishares 0-3 Month | — | 2.43K | $244.4K | 0.0% | — | New |
| Vanguard Intl Equity Index F | — | 4.46K | $240.8K | 0.0% | $1.29K | Held |
| Ishares Tr | — | 10.5K | $240.7K | 0.0% | −$1.21K | Cut−$3.81K |
| Dimensional Etf Trust | — | 4.87K | $235.8K | 0.0% | $9.1K | Held |
| BlackRock, Inc. | BLK | 242 | $232.7K | 0.0% | −$24.4K | Added−$8.09K |
| Cme Group Inc. | CME | 787 | $232.4K | 0.0% | $17.5K | Held |
| First Tr Exchange Traded Fd | — | 4.07K | $228.4K | 0.0% | −$16.9K | Held |
| Fs Kkr Cap Corp | — | 21.9K | $223K | 0.0% | −$101.4K | Cut−$102.4K |
| Schwab Charles Corp | — | 2.37K | $222.9K | 0.0% | −$14.1K | Cut−$26.5K |
| Vanguard Index Fds | — | 745 | $222.6K | 0.0% | −$11.9K | Cut−$15.7K |
| United Airls Hldgs Inc | — | 2.42K | $222.4K | 0.0% | −$47.7K | Cut−$48.1K |
| Tesla, Inc. | TSLA | 590 | $219.3K | 0.0% | −$46K | Cut−$2.57M |
| First Tr Exchange Traded Fd | — | 2.65K | $216.3K | 0.0% | $4.66K | Held |
| Schwab Strategic Tr | — | 7.34K | $213.9K | 0.0% | −$25.6K | Held |
| Ishares Tr | — | 935 | $204.5K | 0.0% | — | New |
| Costco Whsl Corp New | — | 205 | $204.3K | 0.0% | — | New |
| Ishares Tr | — | 2.55K | $202.9K | 0.0% | −$2.79K | Cut−$3.67K |
| Microvision Inc Del | — | 10K | $6.41K | 0.0% | −$1.87K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.