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| Happy Holidays!! thanks for using AUM13F!! |
| Bellwether Advisors LLC
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| CRD # | 300012 |
| SEC # | 801-114600 |
| CIK # | 0001819815 |
| AUM | $685.0 M (2025-05-08) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 402-476-8844 |
| Address | 140 North 8th Street Lincoln, NE 68058 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 13.7 | ||
| Royal Caribbean Cruises Ltd | 9.7 | ||
| Nvidia Corp | 9.3 | ||
| Roblox Corp | 8.8 | ||
| Coupang Inc | 8.5 | ||
| Palantir Technologies Inc | 8.4 | ||
| MercadoLibre Inc | 8.2 | ||
| Snowflake Inc | 8.2 | ||
| Cintas Corp | 7.7 | ||
| Carvana Co | 7.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 362 | 145.1 |
| (b) Individuals (high net worth individuals) | 114 | 494.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 22.2 |
| (h) Charitable organizations | 0 | 12.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,266 | 685.0 |
| By Discretionary | ||
| Discretionary | 1,228 | 662.4 |
| Non-Discretionary | 38 | 22.6 |
| Total | 1,266 | 685.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 683.6 | |
| Total | 1,266 | 685.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001819815] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arcadia Investment Management Corp
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|
MI | 0.7 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.7 |
|
Victory Financial Group LLC
✚
|
TX | 0.7 |
|
Financial Focus LLC
✚
|
CA | 0.7 |
|
Verecan Capital Management Inc
✚
|
0.7 | |
|
Bell Investment Advisors Inc
✚
|
CA | 0.7 |
|
GKB Partners LLC
✚
|
0.7 | |
|
DSG Capital Advisors LLC
✚
|
MN | 0.7 |
|
Fractal Investments LLC
✚
|
0.7 | |
|
Lawson Kroeker Investment Management Inc
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|
NE | 0.7 |