Bellwether Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
159
Total value ($000)
$590,175
Net value change ($000)
-36,459 (-5.8%)
New positions
47
Sold out positions
22
Turnover %
42.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLB 34,107 NEW
XLF 29,991 1894.6%
GLD 11,672 NEW
XLP 8,546 NEW
IAU 7,032 NEW
FSTA 5,798 NEW
WDC 5,444 178.1%
FIX 5,040 NEW
DOW 4,451 NEW
L 4,413 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLC -35,883 -74.8%
XLY -32,274 -60.8%
XLK -25,637 -36.5%
FDIS -20,424 -100.0%
FIDU -15,898 -100.0%
FCOM -14,682 -100.0%
FTEC -11,573 -100.0%
XLI -8,934 -19.4%
PLTR -6,531 -73.0%
RDDT -4,742 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type