Wela Strategies, Inc.
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
55
- Value ($000)
$263,714
- Date Filed10/24/2025
- Form type13F-HR
- CIK0001644329
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $67.21 M | 26 % | 100,417 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | $29.59 M | 11 % | 1,023,954 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $25.40 M | 10 % | 227,873 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $23.24 M | 9 % | 266,184 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $14.06 M | 5 % | 189,057 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $12.69 M | 5 % | 234,242 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $11.53 M | 4 % | 126,162 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.30 M | 3 % | 127,135 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $6.61 M | 3 % | 122,688 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $6.58 M | 3 % | 47,290 |
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