# EDGAR Filing Document

**Accession Number:** 0001644329
**File Stem:** 0001644329-23-000001
**Filing Date:** 2023-1
**Character Count:** 8593
**Document Hash:** ec149704ac2768593b4eb64d0cdf2c41
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001644329-23-000001.hdr.sgml**: 20230105

**ACCESSION NUMBER**: 0001644329-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230105

**DATE AS OF CHANGE**: 20230105

**EFFECTIVENESS DATE**: 20230105

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wela Strategies, Inc.
- **CENTRAL INDEX KEY:** 0001644329
- **IRS NUMBER:** 262823937
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18011
- **FILM NUMBER:** 23510066

**BUSINESS ADDRESS:**
- **STREET 1:** 10 GLENLAKE PARKWAY
- **STREET 2:** NORTH TOWER, SUITE 1010
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30328
- **BUSINESS PHONE:** 404-531-0018

**MAIL ADDRESS:**
- **STREET 1:** 10 GLENLAKE PARKWAY
- **STREET 2:** NORTH TOWER, SUITE 1010
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30328

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Wela Strategies, LLC
- **DATE OF NAME CHANGE:** 20150608

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Wela Strategies Inc.<br>**Address:** 10 GLENLAKE PARKWAY<br>NORTH TOWER SUITE 1010<br>ATLANTA, GA 30328

**Form 13F File Number:** 028-18011

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Holly Mallory<br>**Title:** Chief Compliance Officer<br>**Phone:** 4045310018

**Signature, Place, and Date of Signing:**

Holly Mallory  Atlanta, GA  01-05-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 45

**Form 13F Information Table Value Total:** $178026

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 358 | 2758 | SH |  | SOLE |  | 2758 | 0 | 0 |
| BEST BUY INC | COM | 086516101 |  | 369 | 4602 | SH |  | SOLE |  | 4602 | 0 | 0 |
| BLACKROCK CORE BD TR SHS BEN INT | SHS BEN INT | 09249E101 |  | 909 | 87532 | SH |  | SOLE |  | 87532 | 0 | 0 |
| CARDINAL HEALTH INC COM | COM | 14149Y108 |  | 378 | 4921 | SH |  | SOLE |  | 4921 | 0 | 0 |
| CHEVRON CORP NEW COM | COM | 166764100 |  | 444 | 2472 | SH |  | SOLE |  | 2472 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 364 | 7650 | SH |  | SOLE |  | 7650 | 0 | 0 |
| COCA COLA CO COM | COM | 191216100 |  | 286 | 4504 | SH |  | SOLE |  | 4504 | 0 | 0 |
| CSX CORP | COM | 126408103 |  | 232 | 7494 | SH |  | SOLE |  | 7494 | 0 | 0 |
| CUMMINS INC COM | COM | 231021106 |  | 375 | 1546 | SH |  | SOLE |  | 1546 | 0 | 0 |
| EOG RES INC COM | COM | 26875P101 |  | 354 | 2732 | SH |  | SOLE |  | 2732 | 0 | 0 |
| EXELON CORP COM | COM | 30161N101 |  | 19 | 18702 | SH |  | SOLE |  | 18702 | 0 | 0 |
| FINANCIAL SELECT SECTOR SPDR | SBI INT-FINL | 81369Y605 |  | 5670 | 165788 | SH |  | SOLE |  | 165788 | 0 | 0 |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | NO AMER ENERGY | 33738D101 |  | 2681 | 100438 | SH |  | SOLE |  | 100438 | 0 | 0 |
| GILEAD SCIENCES INC COM | COM | 375558103 |  | 465 | 5416 | SH |  | SOLE |  | 5416 | 0 | 0 |
| HEALTH CARE SELECT SECTOR SPDR FUND | SBI HEALTHCARE | 81369Y209 |  | 5995 | 44130 | SH |  | SOLE |  | 44130 | 0 | 0 |
| HOME DEPOT | COM | 437076102 |  | 475 | 1502 | SH |  | SOLE |  | 1502 | 0 | 0 |
| INVESCO SR INCOME TR COM | COM | 46131H107 |  | 1005 | 262391 | SH |  | SOLE |  | 262391 | 0 | 0 |
| ISHARES CORE DIVIDEND GROWTH ETF | CORE DIV GRWTH | 46434V621 |  | 4208 | 83409 | SH |  | SOLE |  | 83409 | 0 | 0 |
| ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 |  | 10891 | 176679 | SH |  | SOLE |  | 176679 | 0 | 0 |
| ISHARES CORE S MID CAP ETF | CORE S MCP ETF | 464287507 |  | 7013 | 28991 | SH |  | SOLE |  | 28991 | 0 | 0 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | IBOXX INV CP ETF | 464287242 |  | 18100 | 171678 | SH |  | SOLE |  | 171678 | 0 | 0 |
| ISHARES MSCI INTL QUALITY FACTOR ETF | MSCI INTL QUALITY | 46434V456 |  | 596 | 18413 | SH |  | SOLE |  | 18413 | 0 | 0 |
| ISHARES S 500 INDEX | CORE S ETF | 464287200 |  | 47448 | 123495 | SH |  | SOLE |  | 123495 | 0 | 0 |
| ISHARES S SMALLCAP 600 ETF | CORE S SCP ETF | 464287804 |  | 3461 | 36565 | SH |  | SOLE |  | 36565 | 0 | 0 |
| LENNAR CORP CL A | CL A | 526057104 |  | 363 | 4009 | SH |  | SOLE |  | 4009 | 0 | 0 |
| LOCKHEED MARTIN CORP COM | COM | 539830109 |  | 657 | 1351 | SH |  | SOLE |  | 1351 | 0 | 0 |
| NEWMONT CORP COM | COM | 651639106 |  | 384 | 8128 | SH |  | SOLE |  | 8128 | 0 | 0 |
| NORFOLK SOUTHERN CRP | COM | 655844108 |  | 271 | 1098 | SH |  | SOLE |  | 1098 | 0 | 0 |
| NUVEEN QUALITY PFD INCOME FD 2 | COM | 67072C105 |  | 885 | 130141 | SH |  | SOLE |  | 130141 | 0 | 0 |
| SOUTHERN CO COM | COM | 842587107 |  | 329 | 4606 | SH |  | SOLE |  | 4606 | 0 | 0 |
| SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | BLOOMBERG INVT | 78468R200 |  | 3957 | 130197 | SH |  | SOLE |  | 130197 | 0 | 0 |
| SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | PORTFLI INTRMDIT | 78464A672 |  | 20731 | 734098 | SH |  | SOLE |  | 734098 | 0 | 0 |
| STREETTRACKS INDEX SHS FDS MSCI ACWI EX US ETF | MSCI ACWI EXUS | 78463X848 |  | 432 | 17954 | SH |  | SOLE |  | 17954 | 0 | 0 |
| TECHNOLOGY SELECT SECTOR SPDR | TECHNOLOGY | 81369Y803 |  | 5105 | 41025 | SH |  | SOLE |  | 41025 | 0 | 0 |
| TYSON FOODS INC CL A | CL A | 902494103 |  | 263 | 4232 | SH |  | SOLE |  | 4232 | 0 | 0 |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | FALLEN ANGEL HG | 92189F437 |  | 4217 | 156058 | SH |  | SOLE |  | 156058 | 0 | 0 |
| VANGUARD BOND INDEX FUND INC LONG TERM BD ETF | LONG TERM BOND | 921937793 |  | 966 | 13339 | SH |  | SOLE |  | 13339 | 0 | 0 |
| VANGUARD EXTENDED MARKET ETF | EXTEND MKT ETF | 922908652 |  | 231 | 1741 | SH |  | SOLE |  | 1741 | 0 | 0 |
| VANGUARD FTSE EMERGING MARKETS ETF | FTSE EMR MKT ETF | 922042858 |  | 4256 | 109184 | SH |  | SOLE |  | 109184 | 0 | 0 |
| VANGUARD INTERMEDIATE-TERM BOND | INTERMED TERM | 921937819 |  | 1560 | 20995 | SH |  | SOLE |  | 20995 | 0 | 0 |
| VANGUARD REIT INDEX ETF | REAL ESTATE ETF | 922908553 |  | 7387 | 89558 | SH |  | SOLE |  | 89558 | 0 | 0 |
| VANGUARD SHORT-TERM BOND ETF | SHORT TRM BOND | 921937827 |  | 3979 | 52859 | SH |  | SOLE |  | 52859 | 0 | 0 |
| VANGUARD TOTAL BOND MARKET ETF | TOTAL BND MRKT | 921937835 |  | 7982 | 111105 | SH |  | SOLE |  | 111105 | 0 | 0 |
| VOYA GLBL EQTY DIV  PREM OPP COM | COM | 92912T100 |  | 995 | 183878 | SH |  | SOLE |  | 183878 | 0 | 0 |
| WESTERN ASSET HIGH INCOME OPPO COM | COM | 95766K109 |  | 980 | 248182 | SH |  | SOLE |  | 248182 | 0 | 0 |

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