Bellwether Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Lincoln, NE
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$681,929
Net value change ($000)
+6,887 (1.0%)
New positions
43
Sold out positions
42
Turnover %
26.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
XLF 22,257 184.7%
VCR 6,489 NEW
VOX 6,277 NEW
PLTR 5,882 NEW
XLV 5,695 25.3%
JPM 4,903 NEW
AJG 4,894 NEW
MS 4,887 NEW
GS 4,844 NEW
VAW 3,822 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLY -11,714 -52.1%
XLC -7,789 -42.5%
VFH -7,639 -100.0%
XLE -4,736 -47.7%
GLW -4,358 -100.0%
WDC -3,888 -57.8%
VDE -3,803 -55.1%
MU -3,735 -55.4%
EME -3,678 -100.0%
SNDK -3,499 -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