Wela Strategies, Inc. — 13F holdings

Wela Strategies, Inc. reported 55 holdings worth $264M in its 13F filing for Q3 2025, filed October 24, 2025.

Largest positions

  1. IVV ISHARES TR — $67.2M (25.5%)
  2. SPTI SPDR SERIES TRUST — $29.6M (11.2%)
  3. LQD ISHARES TR — $25.4M (9.6%)
  4. IEFA ISHARES TR — $23.2M (8.8%)
  5. BND VANGUARD BD INDEX FDS — $14.1M (5.3%)
  6. VWO VANGUARD INTL EQUITY INDEX F — $12.7M (4.8%)
  7. VNQ VANGUARD INDEX FDS — $11.5M (4.4%)
  8. IJH ISHARES TR — $8.30M (3.1%)
  9. XLF SELECT SECTOR SPDR TR — $6.61M (2.5%)
  10. XLV SELECT SECTOR SPDR TR — $6.58M (2.5%)