Managers / Q2 2022 · view latest →
Bellwether Advisors, LLC
CIK 0001819815 · 140 N 8TH STREET, SUITE 210, LINCOLN, NE, 68508 · 402-476-8844
Reported Value
$311M
Q2 2022
Positions
464
Filings on Record
22
2019–present window
Filed
Aug 5, 2022
original filing
Summary
Bellwether Advisors, Llc reported $311M in U.S.-listed holdings across 464 positions for Q2 2022.
Its largest position, XLU, represents 9.5% of the portfolio.
Compared with Q1 2022, the fund opened 45 new positions and exited 165.
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 2022
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 ↗.