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Wela Strategies, Inc.

Q3 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    55

  • Value ($000)

    $263,714

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0001644329
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$67.21M
26 %

100,417

---

SPDR SERIES TRUST

PORTFLI INTRMDIT
78464A672
$29.59M
11 %

1,023,954

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$25.4M
10 %

227,873

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$23.24M
9 %

266,184

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$14.06M
5 %

189,057

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$12.69M
5 %

234,242

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$11.53M
4 %

126,162

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$8.3M
3 %

127,135

X
XLF

SELECT SECTOR SPDR TR

FINANCIAL
81369Y605
$6.61M
3 %

122,688

X
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$6.58M
3 %

47,290

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