Bellwether Advisors, LLC Diversified Active

Location: Lincoln, NE

CIK: 0001819815 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 9, 2026

Total Value: $627M (100.0% shares, 0.0% debt)

Holdings (134)

XLK SELECT SECTOR SPDR TR 11.2%
Value $70.31M Shares 488,352 Est. Cost $166.17 Unrealized
XLY SELECT SECTOR SPDR TR 8.5%
Value $53.07M Shares 444,472 Est. Cost $156.59 Unrealized
XLC SELECT SECTOR SPDR TR 7.7%
Value $47.97M Shares 407,451 Est. Cost $112.71 Unrealized
XLI SELECT SECTOR SPDR TR 7.4%
Value $46.16M Shares 297,600 Est. Cost $147.35 Unrealized
IVV ISHARES TR 6.3%
Value $39.18M Shares 57,197 Est. Cost $376.83 Unrealized
FDIS FIDELITY COVINGTON TRUST 3.3%
Value $20.42M Shares 199,922 Est. Cost $102.16 Unrealized
XLV SELECT SECTOR SPDR TR 2.7%
Value $16.65M Shares 107,545 Est. Cost $154.80 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value $16.18M Shares 32,188 Est. Cost $497.53 Unrealized 0.0%
FIDU FIDELITY COVINGTON TRUST 2.5%
Value $15.9M Shares 192,749 Est. Cost $82.48 Unrealized
AVGO BROADCOM INC 2.5%
Value $15.55M Shares 44,931 Est. Cost $156.18 Unrealized +128.6%
FCOM FIDELITY COVINGTON TRUST 2.3%
Value $14.68M Shares 200,355 Est. Cost $73.28 Unrealized
PJAN INNOVATOR ETFS TRUST 2.2%
Value $13.76M Shares 292,617 Est. Cost $34.98 Unrealized
FTEC FIDELITY COVINGTON TRUST 1.8%
Value $11.57M Shares 51,511 Est. Cost $224.67 Unrealized
PDEC INNOVATOR ETFS TRUST 1.7%
Value $10.79M Shares 248,755 Est. Cost $38.35 Unrealized
USMV ISHARES TR 1.6%
Value $9.808M Shares 104,166 Est. Cost $67.88 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 1.4%
Value $8.951M Shares 50,355 Est. Cost $117.86 Unrealized +53.6%
PAPR INNOVATOR ETFS TRUST 1.3%
Value $8.19M Shares 209,348 Est. Cost $28.24 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value $7.101M Shares 38,076 Est. Cost $128.95 Unrealized +44.3%
IXN ISHARES TR 1.1%
Value $6.741M Shares 64,198 Est. Cost $97.44 Unrealized
IJH ISHARES TR 1.0%
Value $6.157M Shares 93,281 Est. Cost $93.91 Unrealized
VIK VIKING HOLDINGS LTD 0.9%
Value $5.752M Shares 80,545 Est. Cost $61.99 Unrealized +2.9%
SPY SPDR S&P 500 ETF TR 0.9%
Value $5.733M Shares 8,407 Est. Cost $564.16 Unrealized
PNOV INNOVATOR ETFS TRUST 0.9%
Value $5.649M Shares 135,200 Est. Cost $34.40 Unrealized
PSEP INNOVATOR ETFS TRUST 0.9%
Value $5.608M Shares 128,278 Est. Cost $32.24 Unrealized
IJR ISHARES TR 0.9%
Value $5.407M Shares 44,994 Est. Cost $92.58 Unrealized
GOOG ALPHABET INC 0.9%
Value $5.33M Shares 16,986 Est. Cost $228.13 Unrealized +25.5%
ABBV ABBVIE INC 0.8%
Value $5.191M Shares 22,717 Est. Cost $85.07 Unrealized +167.5%
MSFT MICROSOFT CORP 0.8%
Value $4.921M Shares 10,175 Est. Cost $392.33 Unrealized +27.6%
PJUN INNOVATOR ETFS TRUST 0.8%
Value $4.831M Shares 115,365 Est. Cost $32.67 Unrealized
RDDT REDDIT INC 0.8%
Value $4.742M Shares 20,629 Est. Cost $207.46 Unrealized +1.4%
URI UNITED RENTALS INC 0.8%
Value $4.729M Shares 5,843 Est. Cost $204.61 Unrealized +323.8%
PMAR INNOVATOR ETFS TRUST 0.7%
Value $4.678M Shares 104,093 Est. Cost $35.29 Unrealized
MTUM ISHARES TR 0.7%
Value $4.646M Shares 18,559 Est. Cost $161.29 Unrealized
ROK ROCKWELL AUTOMATION INC 0.7%
Value $4.274M Shares 10,985 Est. Cost $356.69 Unrealized +5.2%
CAT CATERPILLAR INC 0.6%
Value $4.068M Shares 7,101 Est. Cost $463.61 Unrealized +19.8%
FHLC FIDELITY COVINGTON TRUST 0.6%
Value $4.049M Shares 54,511 Est. Cost $74.28 Unrealized
BJUL INNOVATOR ETFS TRUST 0.6%
Value $3.834M Shares 75,522 Est. Cost $30.15 Unrealized
PAUG INNOVATOR ETFS TRUST 0.6%
Value $3.672M Shares 84,911 Est. Cost $36.52 Unrealized
SATS ECHOSTAR CORP 0.6%
Value $3.593M Shares 33,052 Est. Cost $81.43 Unrealized 0.0%
BFEB INNOVATOR ETFS TRUST 0.5%
Value $3.321M Shares 68,241 Est. Cost $34.06 Unrealized
CVNA CARVANA CO 0.5%
Value $3.222M Shares 7,634 Est. Cost $274.18 Unrealized +35.6%
IXUS ISHARES TR 0.5%
Value $3.213M Shares 37,958 Est. Cost $67.18 Unrealized
WDC WESTERN DIGITAL CORP 0.5%
Value $3.057M Shares 17,743 Est. Cost $151.55 Unrealized 0.0%
AAPL APPLE INC 0.5%
Value $2.939M Shares 10,810 Est. Cost $268.34 Unrealized 0.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.5%
Value $2.894M Shares 11,302 Est. Cost $230.62 Unrealized +8.1%
TSLA TESLA INC 0.4%
Value $2.792M Shares 6,208 Est. Cost $429.66 Unrealized +3.2%
DLTR DOLLAR TREE INC 0.4%
Value $2.788M Shares 22,661 Est. Cost $107.15 Unrealized 0.0%
TKO TKO GROUP HOLDINGS INC 0.4%
Value $2.766M Shares 13,234 Est. Cost $193.76 Unrealized 0.0%
ABT ABBOTT LABS 0.4%
Value $2.633M Shares 21,015 Est. Cost $127.30 Unrealized 0.0%
PJUL INNOVATOR ETFS TRUST 0.4%
Value $2.569M Shares 55,334 Est. Cost $39.07 Unrealized
RBLX ROBLOX CORP 0.4%
Value $2.374M Shares 29,303 Est. Cost $78.55 Unrealized +35.2%
IVW ISHARES TR 0.4%
Value $2.361M Shares 19,156 Est. Cost $75.00 Unrealized
PHM PULTE GROUP INC 0.4%
Value $2.291M Shares 19,542 Est. Cost $122.44 Unrealized 0.0%
LLY ELI LILLY & CO 0.4%
Value $2.289M Shares 2,130 Est. Cost $955.55 Unrealized 0.0%
AME AMETEK INC 0.4%
Value $2.261M Shares 11,011 Est. Cost $194.36 Unrealized 0.0%
PFEB INNOVATOR ETFS TRUST 0.3%
Value $2.18M Shares 53,542 Est. Cost $36.98 Unrealized
NTRA NATERA INC 0.3%
Value $2.175M Shares 9,496 Est. Cost $208.59 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.3%
Value $2.155M Shares 4,615 Est. Cost $463.73 Unrealized 0.0%
BJAN INNOVATOR ETFS TRUST 0.3%
Value $2.119M Shares 38,481 Est. Cost $34.30 Unrealized
POCT INNOVATOR ETFS TRUST 0.3%
Value $2.002M Shares 45,585 Est. Cost $35.30 Unrealized
IBB ISHARES TR 0.3%
Value $1.961M Shares 11,622 Est. Cost $151.47 Unrealized
HEI HEICO CORP NEW 0.3%
Value $1.936M Shares 5,982 Est. Cost $276.67 Unrealized +14.2%
EME EMCOR GROUP INC 0.3%
Value $1.91M Shares 3,122 Est. Cost $440.85 Unrealized +46.9%
AGG ISHARES TR 0.3%
Value $1.795M Shares 17,976 Est. Cost $117.40 Unrealized
USIG ISHARES TR 0.3%
Value $1.593M Shares 30,776 Est. Cost $61.68 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value $1.583M Shares 28,911 Est. Cost $43.17 Unrealized
EFAV ISHARES TR 0.2%
Value $1.545M Shares 17,909 Est. Cost $73.95 Unrealized
ISTB ISHARES TR 0.2%
Value $1.413M Shares 28,990 Est. Cost $51.40 Unrealized
GOOGL ALPHABET INC 0.2%
Value $1.114M Shares 3,558 Est. Cost $155.97 Unrealized +83.1%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.11M Shares 19,393 Est. Cost $53.81 Unrealized
ACWV ISHARES INC 0.1%
Value $935K Shares 7,877 Est. Cost $101.75 Unrealized
ORCL ORACLE CORP 0.1%
Value $924K Shares 4,740 Est. Cost $218.46 Unrealized +9.0%
DBEF DBX ETF TR 0.1%
Value $906K Shares 18,831 Est. Cost $33.57 Unrealized
BDEC INNOVATOR ETFS TRUST 0.1%
Value $886K Shares 17,868 Est. Cost $29.67 Unrealized
IYH ISHARES TR 0.1%
Value $857K Shares 13,169 Est. Cost $107.72 Unrealized
ACWI ISHARES TR 0.1%
Value $829K Shares 5,858 Est. Cost $97.52 Unrealized
LRGF ISHARES TR 0.1%
Value $810K Shares 11,669 Est. Cost $43.94 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value $761K Shares 19,217 Est. Cost $29.69 Unrealized
AMZN AMAZON COM INC 0.1%
Value $754K Shares 3,267 Est. Cost $228.79 Unrealized 0.0%
EEMV ISHARES INC 0.1%
Value $715K Shares 11,165 Est. Cost $61.20 Unrealized
FLOT ISHARES TR 0.1%
Value $711K Shares 13,970 Est. Cost $50.70 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value $624K Shares 1,927 Est. Cost $260.28 Unrealized +28.4%
META META PLATFORMS INC 0.1%
Value $605K Shares 916 Est. Cost $581.96 Unrealized +14.7%
IVE ISHARES TR 0.1%
Value $584K Shares 2,755 Est. Cost $192.57 Unrealized
BMAR INNOVATOR ETFS TRUST 0.1%
Value $568K Shares 10,709 Est. Cost $31.05 Unrealized
BSEP INNOVATOR ETFS TRUST 0.1%
Value $507K Shares 10,302 Est. Cost $29.83 Unrealized
IYK ISHARES TR 0.1%
Value $499K Shares 7,461 Est. Cost $83.53 Unrealized
FAST FASTENAL CO 0.1%
Value $475K Shares 11,838 Est. Cost $44.88 Unrealized -6.4%
WMT WALMART INC 0.1%
Value $446K Shares 4,007 Est. Cost $69.53 Unrealized +54.2%
BUFF INNOVATOR ETFS TRUST 0.1%
Value $419K Shares 8,396 Est. Cost $39.10 Unrealized
GWW WW GRAINGER INC 0.1%
Value $418K Shares 414 Est. Cost $938.98 Unrealized +3.2%
VOO VANGUARD INDEX FDS 0.1%
Value $411K Shares 656 Est. Cost $375.09 Unrealized
BOCT INNOVATOR ETFS TRUST 0.1%
Value $403K Shares 8,147 Est. Cost $43.22 Unrealized
EMB ISHARES TR 0.1%
Value $388K Shares 4,027 Est. Cost $93.93 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $373K Shares 1,009 Est. Cost $356.97 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.1%
Value $372K Shares 1,155 Est. Cost $214.74 Unrealized +44.1%
WERN WERNER ENTERPRISES INC 0.1%
Value $371K Shares 12,379 Est. Cost $40.23 Unrealized -31.7%
AOA ISHARES TR 0.1%
Value $357K Shares 3,989 Est. Cost $80.07 Unrealized
T AT&T INC 0.1%
Value $355K Shares 14,305 Est. Cost $16.16 Unrealized +56.4%
V VISA INC 0.1%
Value $347K Shares 988 Est. Cost $334.74 Unrealized +1.7%
AMP AMERIPRISE FINL INC 0.1%
Value $343K Shares 699 Est. Cost $426.54 Unrealized +11.1%
BALT INNOVATOR ETFS TRUST 0.1%
Value $340K Shares 10,155 Est. Cost $33.51 Unrealized
HD HOME DEPOT INC 0.1%
Value $340K Shares 988 Est. Cost $316.69 Unrealized +15.1%
ESGU ISHARES TR 0.1%
Value $335K Shares 2,248 Est. Cost $115.56 Unrealized
IJJ ISHARES TR 0.1%
Value $328K Shares 2,493 Est. Cost $125.05 Unrealized
FSK FS KKR CAP CORP 0.1%
Value $325K Shares 21,969 Est. Cost $11.19 Unrealized +31.3%
UNP UNION PAC CORP 0.0%
Value $312K Shares 1,347 Est. Cost $188.30 Unrealized +20.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $311K Shares 1,679 Est. Cost $215.93 Unrealized -13.7%
ETN EATON CORP PLC 0.0%
Value $306K Shares 961 Est. Cost $354.39 Unrealized 0.0%
AOR ISHARES TR 0.0%
Value $306K Shares 4,702 Est. Cost $57.40 Unrealized
IEFA ISHARES TR 0.0%
Value $298K Shares 3,330 Est. Cost $72.52 Unrealized
IUSB ISHARES TR 0.0%
Value $284K Shares 6,105 Est. Cost $54.47 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value $280K Shares 9,473 Est. Cost $44.17 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $275K Shares 568 Est. Cost $446.33 Unrealized +6.7%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $270K Shares 2,419 Est. Cost $84.54 Unrealized +19.5%
BAPR INNOVATOR ETFS TRUST 0.0%
Value $254K Shares 5,293 Est. Cost $32.00 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $249K Shares 2,496 Est. Cost $91.58 Unrealized +3.5%
ITDD ISHARES TR 0.0%
Value $249K Shares 7,084 Est. Cost $35.20 Unrealized
FXO FIRST TR EXCHANGE TRADED FD 0.0%
Value $245K Shares 4,065 Est. Cost $51.13 Unrealized
GOVT ISHARES TR 0.0%
Value $245K Shares 10,620 Est. Cost $27.24 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value $244K Shares 10,150 Est. Cost $29.81 Unrealized
BLK BLACKROCK INC 0.0%
Value $241K Shares 225 Est. Cost $992.64 Unrealized +9.7%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $240K Shares 4,455 Est. Cost $46.42 Unrealized
SCHG SCHWAB STRATEGIC TR 0.0%
Value $239K Shares 7,341 Est. Cost $27.87 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $238K Shares 757 Est. Cost $175.57 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.0%
Value $227K Shares 4,865 Est. Cost $41.69 Unrealized
NFLX NETFLIX INC 0.0%
Value $224K Shares 2,384 Est. Cost $116.15 Unrealized -7.2%
CME CME GROUP INC 0.0%
Value $215K Shares 787 Est. Cost $196.43 Unrealized +37.8%
COP CONOCOPHILLIPS 0.0%
Value $212K Shares 2,267 Est. Cost $108.45 Unrealized -17.0%
SYK STRYKER CORPORATION 0.0%
Value $212K Shares 603 Est. Cost $366.87 Unrealized -0.9%
FXR FIRST TR EXCHANGE TRADED FD 0.0%
Value $212K Shares 2,650 Est. Cost $72.96 Unrealized
HYG ISHARES TR 0.0%
Value $207K Shares 2,561 Est. Cost $80.65 Unrealized
BX BLACKSTONE INC 0.0%
Value $202K Shares 1,310 Est. Cost $169.36 Unrealized -10.6%
MVIS MICROVISION INC DEL 0.0%
Value $8,281 Shares 10,000 Est. Cost $3.41 Unrealized -68.9%