Bellwether Advisors
Bellwether Advisors reported 167 stocks worth $675M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XLK (10.6%), IVV (6.5%) and VEA (4.9%). Compared with Q1 2026, the fund opened new positions in VEA, IEMG and VFH, added to XLK, IVV and XLV, trimmed XLI, BRK.B and PJAN and sold out of L, CINF and CFG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  XLK Select Sector Spdr TR | $71.7M | 10.6% | 376K | +40K (+12%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $44M | 6.5% | 59K | +1,721 (+3%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $32.8M | 4.9% | 461K | New position | 1 of 8 | |
| 4 |  XLI Select Sector Spdr TR | $28.3M | 4.2% | 153K | −77K (−34%) | 8 of 8 | |
| 5 |  XLV State Street | $22.6M | 3.3% | 142K | +47K (+50%) | 6 of 8 | |
| 6 |  XLY State Strt Cons Dsry Slt | $22.5M | 3.3% | 192K | +814 (+0%) | 8 of 8 | |
| 7 |  IEMG Ishares Inc | $19.5M | 2.9% | 236K | New position | 4 of 8 | |
| 8 |  XLC Select Sector Spdr TR | $18.3M | 2.7% | 171K | +62K (+57%) | 8 of 8 | |
| 9 |  BRK.B Berkshire Hathaway Inc Del | $14.2M | 2.1% | 28K | −1,886 (−6%) | 7 of 8 | |
| 10 |  PJAN Innovator Etfs Trust | $13.9M | 2.1% | 280K | −2,092 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 L Loews Corp | $4.4M | 41K |
 CINF Cincinnati Finl Corp | $4.1M | 26K |
 CFG Citizens Finl Group Inc | $4M | 67K |
 GS Goldman Sachs Group Inc | $3.8M | 4,487 |
 HBAN Huntington Bancshares Inc | $3.6M | 231K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bellwether Advisors 13F FAQ
What does Bellwether Advisors own?
Bellwether Advisors reported 167 stocks worth $675M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are XLK (10.6%), IVV (6.5%) and VEA (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Bellwether Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 45 new positions, 42 added to, 49 trimmed and 37 sold out. New positions include VEA, IEMG and VFH. It sold all of L, CINF and CFG.
When will Bellwether Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bellwether Advisors's portfolio worth?
The Q2 2026 filing reports $675M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.