1y return+15.4%S&P 500 +20.9%
3y return+60.0%S&P 500 +68.5%
5y return+62.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $180 against $200 in the S&P 500.2
Bellwether Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| XLKSelect Sector Spdr Tr | $71.7M | 10.6% | +11.9% |
| IVVIshares Tr | $44.0M | 6.5% | +3.0% |
| VEAVanguard Tax-managed Fds | $32.8M | 4.9% | New |
| XLISelect Sector Spdr Tr | $28.3M | 4.2% | −33.6% |
| XLVSelect Sector Spdr Tr | $22.6M | 3.3% | +50.2% |
| XLYSelect Sector Spdr Tr | $22.5M | 3.3% | |
| IEMGIshares Inc | $19.5M | 2.9% | New |
| XLCSelect Sector Spdr Tr | $18.3M | 2.7% | +56.9% |
| BRK/BBerkshire Hathaway Inc Del | $14.2M | 2.1% | −6.2% |
| PJANInnovator Etfs Trust | $13.9M | 2.1% | |
| XLFSelect Sector Spdr Tr | $12.0M | 1.8% | −64.9% |
| PDECInnovator Etfs Trust | $10.8M | 1.6% | −2.2% |
| USMVIshares Tr | $10.2M | 1.5% | +2.2% |
| XLESelect Sector Spdr Tr | $9.9M | 1.5% | +439.7% |
| IXNIshares Tr | $9.6M | 1.4% | +3.6% |
| PAPRInnovator Etfs Trust | $9.2M | 1.4% | +3.4% |
| PJULInnovator Etfs Trust | $8.0M | 1.2% | +252.3% |
| IJHIshares Tr | $7.8M | 1.2% | +4.3% |
| VFHVanguard World Fd | $7.6M | 1.1% | New |
| XLBSelect Sector Spdr Tr | $7.5M | 1.1% | −78.4% |
| PJUNInnovator Etfs Trust | $7.4M | 1.1% | +48.6% |
| XLPSelect Sector Spdr Tr | $7.4M | 1.1% | −14.7% |
| ABBVAbbvie Inc | $7.4M | 1.1% | −7.3% |
| IJRIshares Tr | $7.3M | 1.1% | +4.3% |
| VDEVanguard World Fd | $6.9M | 1.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| URIUnited Rentals Inc | December 31, 2020 | +388.5% | $6.6M |
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $6.7M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $5.0M |
| IXNIshares Tr | December 31, 2020 | +188.9% | $9.6M |
| XLKSelect Sector Spdr Tr | March 31, 2023 | +152.3% | $71.7M |
| ABBVAbbvie Inc | December 31, 2020 | +134.9% | $7.4M |
| MTUMIshares Tr | December 31, 2020 | +112.6% | $6.8M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2020 | +99.7% | $6.3M |
| IVVIshares Tr | December 31, 2020 | +99.5% | $44.0M |
| XLISelect Sector Spdr Tr | September 30, 2023 | +82.7% | $28.3M |
Sold off last quarter
- LLoews Corp was $4.4M
- CINFCincinnati Finl Corp was $4.1M
- CFGCitizens Finl Group Inc was $4.0M
- GSGoldman Sachs Group Inc was $3.8M
- HBANHuntington Bancshares Inc was $3.6M
- Anglogold Ashanti PLCCUSIP G0378L100 was $3.1M
- SCCOSouthern Copper Corp was $2.8M
- RSReliance Inc was $2.7M
- IPInternational Paper Co was $2.6M
- DEDeere & Co was $2.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.0% | +14.8% |
| March 31, 2026 | −4.7% | −4.6% |
| December 31, 2025 | −1.3% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +12.1% | +10.5% |
| March 31, 2025 | −5.8% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +9.3% | +10.0% |
| December 31, 2023 | +12.5% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +1.3% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −12.0% | −16.5% |
| March 31, 2022 | −1.6% | −4.9% |
| December 31, 2021 | +5.8% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bellwether Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1819815&type=13F-HR&dateb=&owner=include&count=40CIK 1819815
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1819815/000181981526000003/Filed August 14, 2026 · accession 0001819815-26-000003