Managers / Q2 2021 · view latest →
Bellwether Advisors, LLC
CIK 0001819815 · 140 N 8TH STREET, SUITE 210, LINCOLN, NE, 68508 · 402-476-8844
Reported Value
$290M
Q2 2021
Positions
458
Filings on Record
22
2019–present window
Filed
Aug 10, 2021
original filing
Summary
Bellwether Advisors, Llc reported $290M in U.S.-listed holdings across 458 positions for Q2 2021.
Its largest position, IVV, represents 12.9% of the portfolio.
Compared with Q1 2021, the fund opened 83 new positions and exited 47.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $590M | 159 | May 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $627M | 134 | Feb 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $605M | 136 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $585M | 599 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $479M | 514 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $559M | 514 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $521M | 125 | Nov 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $477M | 119 | Aug 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $455M | 118 | May 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $407M | 113 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $367M | 111 | Oct 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $340M | 90 | Aug 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $365M | 489 | May 5, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $344.4B | 495 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $303M | 537 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $311M | 464 | Aug 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $336M | 587 | Apr 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $321M | 589 | Jan 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $301M | 571 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $290M | 458 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $253M | 434 | May 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $227M | 345 | Jan 29, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.