13F Filings History of Bellwether Advisors, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$626,633,617
Signature - Title
Leila Shaver - CCO
Location
Lincoln, NE
Summary
This page shows a list of all the recent 13F filings made by Bellwether Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bellwether Advisors, LLC reported 134 stock holdings with total value $626,633,617 as of Q4 2025. Top holdings included XLK, XLY, XLC, XLI, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 134 $626,633,617 +$213,629,855 -$125,647,502 +$87,982,353 XLK, XLY, XLC, XLI, IVV 13F-HR 09 Feb 2026, 15:34
Q3 2025 136 $604,860,625 +$83,276,065 -$107,048,918 -$23,772,853 XLK, XLC, XLY, XLI, IVV 13F-HR 12 Nov 2025, 14:39
Q2 2025 597 $585,430,910 +$236,713,081 -$185,689,100 +$51,023,981 XLK, XLY, XLI, IVV, XLC 13F-HR 11 Aug 2025, 12:17
Q1 2025 512 $478,652,136 +$90,979,099 -$139,153,512 -$48,174,413 XLK, XLF, IVV, XLV, IWS 13F-HR 07 May 2025, 14:02
Q4 2024 512 $559,121,731 +$124,947,542 -$98,624,222 +$26,323,320 XLK, XLF, IVV, XLY, AVGO 13F-HR 14 Feb 2025, 15:36
Q3 2024 125 $520,520,400 +$136,213,174 -$101,086,313 +$35,126,861 XLK, IVV, XLF, XLY, SPY 13F-HR 08 Nov 2024, 16:51
Q2 2024 119 $476,686,527 +$102,030,849 -$85,623,969 +$16,406,880 XLK, IVV, IYH, XLY, XLI 13F-HR 31 Jul 2024, 19:47
Q1 2024 118 $455,023,075 +$95,968,154 -$43,312,261 +$52,655,893 XLK, IYH, IVV, XLY, XLF 13F-HR 06 May 2024, 13:55
Q4 2023 113 $406,745,046 +$94,456,870 -$90,947,996 +$3,508,874 XLK, IYH, IVV, XLY, XLF 13F-HR 12 Jan 2024, 10:52
Q3 2023 111 $367,305,500 +$154,327,819 -$118,987,195 +$35,340,624 XLK, IVV, IYH, XLY, XLI 13F-HR 27 Oct 2023, 17:39
Q2 2023 90 $339,885,087 +$86,998,130 -$128,255,609 -$41,257,479 XLV, XLK, IVV, XLY, VHT 13F-HR 04 Aug 2023, 17:27
Q1 2023 464 $365,009,571 +$124,648,861 -$108,388,451 +$16,260,410 XLV, XLK, IVV, XLI, IWS 13F-HR 05 May 2023, 16:16
Q4 2022 433 $344,323,010 +$132,248,116 -$115,737,583 +$16,510,533 XLV, XLP, IVV, XLI, XLU 13F-HR 13 Feb 2023, 14:22
Q3 2022 457 $302,933,000 +$49,906,919 -$44,828,110 +$5,078,809 BDEC, IVV, XLU, XLV, XLP 13F-HR 14 Nov 2022, 13:31
Q2 2022 383 $310,732,000 +$61,209,449 -$59,473,275 +$1,736,174 XLU, IVV, XLV, XLP, VHT 13F-HR 05 Aug 2022, 13:27
Q1 2022 538 $335,720,000 +$82,856,928 -$57,737,314 +$25,119,614 IVV, XLU, XLV, VHT, XLP 13F-HR 28 Apr 2022, 17:34
Q4 2021 555 $321,268,000 +$84,495,454 -$78,009,159 +$6,486,295 IVV, XLU, XLF, XLY, USMV 13F-HR 28 Jan 2022, 10:46
Q3 2021 535 $300,496,000 +$93,702,974 -$79,047,492 +$14,655,482 IVV, XLP, XLV, XLU, USMV 13F-HR 12 Nov 2021, 09:28
Q2 2021 418 $289,932,000 +$54,685,664 -$30,987,980 +$23,697,684 IVV, XLK, USMV, XLF, IJR 13F-HR 10 Aug 2021, 15:32
Q1 2021 390 $252,466,000 +$38,597,623 -$22,852,372 +$15,745,251 IVV, USMV, XLF, AGG, IJR 13F-HR 06 May 2021, 15:20
Q4 2020 320 $227,172,000 $0 $0 $0 IVV, USMV, AGG, USIG, MTUM 13F-HR 29 Jan 2021, 15:54