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| Bellwether Advisors LLC
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|---|---|
| CRD # | 300012 |
| SEC # | 801-114600 |
| CIK # | 0001819815 |
| AUM | 784.0 M (2026-03-31) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 402-476-8844 |
| Address | 140 North 8th Street Lincoln, NE 68058 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 11.7 | ||
| Broadcom Inc | 11.1 | ||
| Western Digital Corp | 8.5 | ||
| iShares Comex Gold Trust | 7.0 | ||
| AbbVie Inc | 6.9 | ||
| Comfort Systems USA Inc | 5.0 | ||
| Caterpillar Inc | 4.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 140.2 |
| (b) Individuals (high net worth individuals) | 135 | 545.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 18.6 |
| (h) Charitable organizations | 0 | 28.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 51.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,461 | 784.0 |
| By Discretionary | ||
| Discretionary | 1,428 | 782.8 |
| Non-Discretionary | 33 | 1.2 |
| Total | 1,461 | 784.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 782.6 | |
| Total | 1,461 | 784.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001819815] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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Harfst and Associates Inc
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WY | 783.2 M |
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Old Port Advisors Inc
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Amerant Investments Inc
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Clarity Capital KCPS Ltd
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