Fund HoldingsBellwether Advisors, LLC

Total Portfolio Value
$590.18M
Total Bought
$202.45M
Total Sold
$238.45M
Net Transaction
-$35.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR MATER ETF
0682,542+682,542034,1075.78%+34,107
SELECT SECTOR SPDR TR
ST STR FINL ETF
28,911639,543+610,6321,58331,5745.35%+29,991
SPDR GOLD TR(GLD)027,125+27,125011,6721.98%+11,672
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0104,250+104,25008,5461.45%+8,546
ISHARES GOLD TR(IAU)079,766+79,76607,0321.19%+7,032
FIDELITY COVINGTON TRUST0110,793+110,79305,7980.98%+5,798
WESTERN DIGITAL CORP(WDC)17,74331,429+13,6863,0578,5011.44%+5,445
COMFORT SYS USA INC(FIX)03,655+3,65505,0400.85%+5,040
DOW HLDGS INC(DOW)0106,856+106,85604,4510.75%+4,451
LOEWS CORP(L)041,343+41,34304,4130.75%+4,413
CINCINNATI FINL CORP(CINF)025,956+25,95604,0840.69%+4,084
CITIZENS FINL GROUP INC(CFG)066,846+66,84604,0090.68%+4,009
GOLDMAN SACHS GROUP INC(GS)04,487+4,48703,7960.64%+3,796
HUNTINGTON BANCSHARES INC(HBAN)0231,117+231,11703,6170.61%+3,617
ANGLOGOLD ASHANTI PLC(AU)031,683+31,68303,0850.52%+3,085
STEEL DYNAMICS INC(STLD)016,913+16,91303,0440.52%+3,044
NUCOR CORP(NUE)017,765+17,76503,0040.51%+3,004
SOUTHERN COPPER CORP(SCCO)016,388+16,38802,8200.48%+2,820
RELIANCE INC(RS)08,959+8,95902,7230.46%+2,723
SELECT SECTOR SPDR TR
ST STR UTIL ETF
059,119+59,11902,7130.46%+2,713
INTERNATIONAL PAPER CO(IP)073,236+73,23602,6150.44%+2,615
DEERE & CO(DE)04,628+4,62802,6070.44%+2,607
HOWMET AEROSPACE INC(HWM)09,680+9,68002,2310.38%+2,231
L3HARRIS TECHNOLOGIES INC(LHX)06,231+6,23102,1510.36%+2,151
SELECT SECTOR SPDR TR
ST STR ENERG ETF
034,634+34,63402,1220.36%+2,122
CARDINAL HEALTH INC(CAH)09,940+9,94002,1000.36%+2,100
GE AEROSPACE(GE)07,034+7,03401,9960.34%+1,996
BRISTOL-MYERS SQUIBB CO(BMY)031,105+31,10501,8870.32%+1,887
FIDELITY COVINGTON TRUST030,473+30,47301,8000.31%+1,800
FIDELITY COVINGTON TRUST050,694+50,69401,7250.29%+1,725
PARKER-HANNIFIN CORP(PH)01,883+1,88301,6860.29%+1,686
ABBVIE INC(ABBV)031,607+31,60706,8741.16%+6,874
EMCOR GROUP INC(EME)04,854+4,85403,5840.61%+3,584
TERADYNE INC(TER)05,601+5,60101,6600.28%+1,660
CUMMINS INC(CMI)03,081+3,08101,6580.28%+1,658
MICRON TECHNOLOGY INC(MU)04,878+4,87801,6480.28%+1,648
CASEYS GEN STORES INC(CASY)02,148+2,14801,5630.26%+1,563
MONOLITHIC PWR SYS INC(MPWR)01,425+1,42501,5580.26%+1,558
INTEL CORP(INTC)034,250+34,25001,5110.26%+1,511
ON SEMICONDUCTOR CORP(ON)023,180+23,18001,4350.24%+1,435
DOLLAR GEN CORP(DG)012,005+12,00501,4250.24%+1,425
WALMART INC(WMT)4,00714,927+10,9204461,8550.31%+1,409
SOUTHWEST AIRLS CO(LUV)036,076+36,07601,3550.23%+1,355
TAPESTRY INC(TPR)09,154+9,15401,2920.22%+1,292
DARDEN RESTAURANTS INC(DRI)06,454+6,45401,2650.21%+1,265
INNOVATOR ETFS TRUST
US EQTY PWR BUF
104,093129,828+25,7354,6785,7930.98%+1,115
INNOVATOR ETFS TRUST
US EQTY PWR BUF
53,54280,854+27,3122,1803,2420.55%+1,062
WW GRAINGER INC(GWW)4141,325+9114181,4450.24%+1,028
ECHOSTAR CORP(ECHO)33,05238,367+5,3153,5934,4920.76%+899
CATERPILLAR INC(CAT)7,1016,659-4424,0684,7180.80%+650
ISHARES TR05,583+5,58305420.09%+542
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,464+2,46404730.08%+473
ISHARES TR44,99446,968+1,9745,4075,8390.99%+431
EXXON MOBIL CORP02,278+2,27803860.07%+386
ISHARES TR93,28196,803+3,5226,1576,5371.11%+381
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45,58555,118+9,5332,0022,3760.40%+374
ISHARES TR04,667+4,66702650.04%+265
ISHARES TR02,428+2,42802440.04%+244
INNOVATOR ETFS TRUST
US EQT PWR BUF
209,348211,427+2,0798,1908,4151.43%+225
ISHARES TR
CORE MSCI EAFE
3,3305,603+2,2732985070.09%+209
ISHARES TR0935+93502050.03%+205
COSTCO WHOLESALE CORPORATION(COST)0205+20502040.03%+204
ISHARES TR
CORE MSCI TOTAL
37,95839,301+1,3433,2133,4050.58%+192
CONOCOPHILLIPS(COP)2,2672,117-1502122790.05%+67
ISHARES TR
MSCI EAFE MIN VL
17,90917,576-3331,5451,6060.27%+61
AT&T INC(T)014,305+14,30504150.07%+415
LOCKHEED MARTIN CORP(LMT)568514-542753110.05%+36
DBX ETF TR18,83118,83109069300.16%+24
FASTENAL CO(FAST)010,752+10,75204990.08%+499
ISHARES TR7,4617,46104995220.09%+23
CME GROUP INC(CME)78778702152320.04%+18
UNION PAC CORP(UNP)1,3471,322-253123210.05%+9
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
4,8654,86502272360.04%+9
SCHWAB STRATEGIC TR9,4739,47302802890.05%+8
SCHWAB STRATEGIC TR10,15010,15002442510.04%+7
ISHARES TR4,7024,840+1383063110.05%+6
FIRST TR EXCHANGE-TRADED FD
INDLS PROD DUR
2,6502,65002122160.04%+5
EATON CORP PLC(ETN)961863-983063090.05%+3
VANGUARD INTL EQUITY INDEX F4,4554,45502402410.04%+1
INNOVATOR ETFS TRUST
US EQTY PWR BUF
19,21719,062-1557617610.13%+1
ISHARES TR
CORE UNIVRSL USD
6,1056,161+562842850.05%0
INNOVATOR ETFS TRUST
US EQT BUFR APR
5,2935,152-1412542520.04%-2
ISHARES INC11,16511,021-1447157130.12%-2
MICROVISION INC DEL10,00010,0000860.00%-2
ISHARES TR2,4932,454-393283250.06%-3
ISHARES TR2,5612,550-112072030.03%-4
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
8,3968,39604194150.07%-4
ISHARES TR
US TREAS BD ETF
010,507+10,50702410.04%+241
ISHARES TR11,62211,587-351,9611,9560.33%-5
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
10,70910,70905685620.10%-6
ISHARES INC7,8777,774-1039359290.16%-6
WERNER ENTERPRISES INC(WERN)12,37912,37903713640.06%-7
BLACKROCK INC(BLK)0242+24202330.04%+233
ISHARES TR4,0274,039+123883790.06%-8
INNOVATOR ETFS TRUST
US EQTY PWR BUF
0115,286+115,28604,8220.82%+4,822
ISHARES TR2,7552,717-385845740.10%-10
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
19,39319,39301,1101,0990.19%-11
INNOVATOR ETFS TRUST
US EQTY BUF OCT
8,1478,14704033910.07%-12
INNOVATOR ETFS TRUST
US EQTY BUF SEP
010,302+10,30204950.08%+495
ISHARES TR
FLTG RATE NT ETF
013,668+13,66806960.12%+696
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