Bellwether Advisors, LLC
Annual return '25
+0.3%
SPY '25
+17.7%
Alpha
-17.4ptsvs SPY
Invested
$590.2M
Holdings
159
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 79%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XLK
SELECT SECTOR SPDR TR
Q1 2026: New position (6.0k shares)
7.6%
02
$IVV
ISHARES TR
Q1 2026: New position (1.5k shares)
6.3%
03
$XLI
SELECT SECTOR SPDR TR
Q1 2026: New position (4.4k shares)
6.3%
04
$XLB
SELECT SECTOR SPDR TR
Q1 2026: New position (6.7k shares)
5.8%
05
$XLF
SELECT SECTOR SPDR TR
Q1 2026: Increased +6.7% (10.5k → 11.2k shares)
5.4%
06
$XLY
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.5%
07
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (2.5k shares)
2.5%
08
$XLV
SELECT SECTOR SPDR TR
Q1 2026: New position (1.6k shares)
2.4%
09
$PJAN
INNOVATOR ETFS TRUST
Held since at least Q1 2024
2.2%
10
$XLC
SELECT SECTOR SPDR TR
Q1 2026: New position (4.8k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:28 UTC.