Bellwether Advisors, LLC
All 13F Filings
- Location
- Lincoln, NE
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 626,634
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 134 | 626,634 | 13F-HR | Bellwether Advisors, LLC |
| Q3 2025 | 11/12/2025 | 136 | 604,861 | 13F-HR | Bellwether Advisors, LLC |
| Q2 2025 | 8/11/2025 | 599 | 585,431 | 13F-HR | Bellwether Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 555.7 K | 88.7% | 20.12 K | 0 | 20.12 K |
| ETFs | 68.1 K | 10.9% | 1.645 K | 0 | 1.645 K |
| Debt | 711 | 0.1% | 0 | 56 | -56 |
| Other | 2.085 K | 0.3% | 75 | 0 | 75 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
626,634
Holdings
134
QoQ value change ($000)
21,773
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.