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LEILA SHAVER

Bellwether Advisors, Llc

Assets Managed
$590.175M
Holdings
159
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-5.81%(2Q avg: -1.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bellwether Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Bellwether Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 590.175M in assets, with a quarterly growth rate of -5.81% and a 2-quarter average growth rate of -1.1%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -31.17%
7.57%
$44.671M
336,125 shares@ $132.91 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.31%
6.32%
$37.244M
57,017 shares@ $653.22 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Decreased -22.64%
6.31%
$37.23M
230,198 shares@ $161.74 avg price
XLB
Materials Select Sector Spdr
Recent Activity
New Position
5.78%
$34.107M
682,542 shares@ $49.98 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 2112.11%
5.35%
$31.574M
639,543 shares@ $49.37 avg price
XLY
Consumer Discretionary Selt
Recent Activity
Decreased -57.05%
3.53%
$20.8M
190,865 shares@ $108.99 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -5.77%
2.47%
$14.533M
30,328 shares@ $479.21 avg price
XLV
Health Care Select Sector
Recent Activity
Decreased -12%
2.36%
$13.875M
94,639 shares@ $146.62 avg price
PJAN
Innovator U.s. Equity Power
Recent Activity
Decreased -3.49%
2.21%
$13.027M
282,400 shares@ $46.13 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Decreased -73.25%
2.05%
$12.082M
108,980 shares@ $110.87 avg price

1-10 of 159