Bellwether Advisors, LLC

RIA/Wealth

Bellwether Advisors, LLC is a RIA/Wealth based in Lincoln, NE led by Leila Mehrizi Shaver, reporting $685.0M in AUM as of Q3 2025 with 68% ETF concentration and 54% concentrated in top 10 holdings.

CCOLeila Mehrizi Shaver

Portfolio Value: $604.9M
Positions: 136
Top Holding: XLK at 12.37%
Last Reported: Q3 2025

Address140 North 8th Street, Suite 210, Lincoln, NE, 68058, United States

Top Holdings

Largest long holdings in Bellwether Advisors, LLC's portfolio (54% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Technology Select Sector SPDR Fund XLK	ETF ETF	$74.8M	12.37%	+$173.3K Bought	— 265.5K shares	Q1 2023 Held for 2y 8m
2 Communication Services Select Sector SPDR Fund XLC	ETF ETF	$46.7M	7.72%	+$22.8M Bought	— 394.7K shares	Q2 2023 Held for 2y 5m
3 XLY Consumer Discretionary Select Sector SPDR Fund XLY	ETF ETF	$46.3M	7.65%	-$21.5M Sold	— 193.2K shares	Q2 2023 Held for 2y 5m
4 Industrial Select Sector SPDR Fund XLI	ETF ETF	$46.1M	7.61%	+$3.0M Bought	— 298.6K shares	Q4 2022 Held for 2y 11m
5 iShares Core S&P 500 ETF IVV	ETF ETF	$38.6M	6.39%	-$34.8K Sold	— 57.7K shares	Q4 2020 Held for 4y 11m
6 Financial Select Sector SPDR Fund XLF	ETF ETF	$24.1M	3.99%	+$1.7M Bought	— 447.9K shares	Q4 2020 Held for 4y 11m
7 Broadcom Inc. AVGO	Semiconductors Technology	$14.8M	2.45%	-$1.6M Sold	0.00% 44.9K shares	Q4 2023 Held for 1y 11m
8 Innovator U.S. Equity Power Buffer ETF PJAN	ETF ETF	$12.3M	2.04%	-$2.2K Sold	— 269.0K shares	Q4 2020 Held for 4y 11m
9 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$11.3M	1.87%	+$146.8K Bought	0.00% 62.1K shares	Q2 2025 Held for 5 months
10 Nvidia NVDA	Semiconductors Technology	$11.2M	1.85%	+$190.9K Bought	0.00% 60.1K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Bellwether Advisors, LLC's latest filing

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Market Value

$604.9M

Prior: $585.2M

Q/Q Change

+3.35%

+$19.6M

Net Flows % of MV

-4.88%

Turnover Ratio

15.72%

New Purchases

4 stocks

$9.7M

Added To

62 stocks

+$67.6M

Sold Out Of

468 stocks

$47.5M

Reduced Holdings

40 stocks

-$59.3M

Increased Positions

Position	Shares Δ	Change
1 Ubiquiti Inc. UI	New	0 → 5.2K +$3.4M
2 Viking Holdings VIK	New	0 → 35.1K +$2.2M
3 Reddit RDDT	New	0 → 9.4K +$2.2M
4 Match Group MTCH	New	0 → 55.6K +$2.0M
5 Check Point Software Technologies CHKP	+1,311,300.0%	1.0 → 13.1K +$2.7M

Decreased Positions

Position	Shares Δ	Change
1 Berkshire Hathaway BRK.B	Sold	33.9K → 0 −$16.5M
2 Snowflake SNOW	Sold	36.6K → 0 −$8.2M
3 Abbott ABT	Sold	21.0K → 0 −$2.9M
4 MicroStrategy MSTR	Sold	7.0K → 0 −$2.8M
5 Apple AAPL	Sold	9.8K → 0 −$2.0M