# EDGAR Filing Document

**Accession Number:** 0001644329
**File Stem:** 0001062993-25-012849
**Filing Date:** 2025-7
**Character Count:** 10366
**Document Hash:** f8eaf047151eaab3577f03bc42fe0430
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-25-012849.hdr.sgml**: 20250715

**ACCESSION NUMBER**: 0001062993-25-012849

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250715

**DATE AS OF CHANGE**: 20250714

**EFFECTIVENESS DATE**: 20250715

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Wela Strategies, Inc.
- **CENTRAL INDEX KEY:** 0001644329

**ORGANIZATION NAME:**
- **EIN:** 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:** 251122648

**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:** 06-30-2025

**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

**CRD Number (if applicable):** 000147762

**SEC File Number (if applicable):** 801-69434

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:** Helen Halloran<br>**Title:** Compliance Director<br>**Phone:** 4045310018

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

Helen Halloran  Atlanta, GA  07-14-2025<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:** 65

**Form 13F Information Table Value Total:** $253405984

      (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

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 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 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 422029 | 1667 | SH |  | SOLE |  | 1667 | 0 | 0 |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 |  | 28742932 | 999059 | SH |  | SOLE |  | 999059 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 635477 | 4160 | SH |  | SOLE |  | 4160 | 0 | 0 |
| WESTERN ASSET HIGH INCOME OP | COM | 95766K109 |  | 478101 | 120126 | SH |  | SOLE |  | 120126 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 302847 | 1572 | SH |  | SOLE |  | 1572 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 342501 | 4841 | SH |  | SOLE |  | 4841 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 10439016 | 117213 | SH |  | SOLE |  | 117213 | 0 | 0 |
| EATON VANCE LIMITED DURATION | COM | 27828H105 |  | 478619 | 46649 | SH |  | SOLE |  | 46649 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 702899 | 3018 | SH |  | SOLE |  | 3018 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 623441 | 1700 | SH |  | SOLE |  | 1700 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 5606872 | 41597 | SH |  | SOLE |  | 41597 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 290329 | 3162 | SH |  | SOLE |  | 3162 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 3801578 | 34784 | SH |  | SOLE |  | 34784 | 0 | 0 |
| EXELON CORP | COM | 30161N101 |  | 18702 | 18702 | SH |  | SOLE |  | 18702 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 218349 | 1239 | SH |  | SOLE |  | 1239 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 877815 | 15067 | SH |  | SOLE |  | 15067 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 483980 | 973 | SH |  | SOLE |  | 973 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 6236603 | 119087 | SH |  | SOLE |  | 119087 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 240100 | 938 | SH |  | SOLE |  | 938 | 0 | 0 |
| ACUITY INC | COM | 00508Y102 |  | 507178 | 1700 | SH |  | SOLE |  | 1700 | 0 | 0 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 5739573 | 196024 | SH |  | SOLE |  | 196024 | 0 | 0 |
| VOYA GLBL EQTY DIV  PREM OP | COM | 92912T100 |  | 499560 | 86131 | SH |  | SOLE |  | 86131 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 660356 | 824 | SH |  | SOLE |  | 824 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 2481268 | 66150 | SH |  | SOLE |  | 66150 | 0 | 0 |
| COHEN  STEERS LTD DURATION | COM | 19248C105 |  | 477190 | 22745 | SH |  | SOLE |  | 22745 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 25126862 | 300993 | SH |  | SOLE |  | 300993 | 0 | 0 |
| KROGER CO | COM | 501044101 |  | 308439 | 4300 | SH |  | SOLE |  | 4300 | 0 | 0 |
| SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 |  | 783177 | 23980 | SH |  | SOLE |  | 23980 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG INVT | 78468R200 |  | 2243488 | 72770 | SH |  | SOLE |  | 72770 | 0 | 0 |
| CUMMINS INC | COM | 231021106 |  | 600205 | 1833 | SH |  | SOLE |  | 1833 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 12968849 | 176135 | SH |  | SOLE |  | 176135 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 683466 | 4292 | SH |  | SOLE |  | 4292 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 752327 | 10844 | SH |  | SOLE |  | 10844 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 320232 | 11065 | SH |  | SOLE |  | 11065 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 2721536 | 35189 | SH |  | SOLE |  | 35189 | 0 | 0 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 6286945 | 42618 | SH |  | SOLE |  | 42618 | 0 | 0 |
| BLACKROCK CR ALLOCATION INCO | COM | 092508100 |  | 473994 | 43406 | SH |  | SOLE |  | 43406 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 63814310 | 102777 | SH |  | SOLE |  | 102777 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 896821 | 1936 | SH |  | SOLE |  | 1936 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 734382 | 5129 | SH |  | SOLE |  | 5129 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 237984 | 5029 | SH |  | SOLE |  | 5029 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 10465007 | 211585 | SH |  | SOLE |  | 211585 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 23932664 | 218344 | SH |  | SOLE |  | 218344 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 679426 | 6128 | SH |  | SOLE |  | 6128 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 685597 | 2149 | SH |  | SOLE |  | 2149 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 5241738 | 81979 | SH |  | SOLE |  | 81979 | 0 | 0 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 1734093 | 24937 | SH |  | SOLE |  | 24937 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2262422 | 28747 | SH |  | SOLE |  | 28747 | 0 | 0 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 1099470 | 25439 | SH |  | SOLE |  | 25439 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 5946524 | 72821 | SH |  | SOLE |  | 72821 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 7770365 | 125288 | SH |  | SOLE |  | 125288 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 478337 | 2331 | SH |  | SOLE |  | 2331 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 542241 | 2480 | SH |  | SOLE |  | 2480 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 38351 | 496 | SH |  | SOLE |  | 496 | 0 | 0 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 25678 | 369 | SH |  | SOLE |  | 369 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 150329 | 2042 | SH |  | SOLE |  | 2042 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 31690 | 403 | SH |  | SOLE |  | 403 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 163764 | 2640 | SH |  | SOLE |  | 2640 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 79396 | 726 | SH |  | SOLE |  | 726 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 970295 | 1563 | SH |  | SOLE |  | 1563 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 257034 | 2345 | SH |  | SOLE |  | 2345 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 156679 | 1759 | SH |  | SOLE |  | 1759 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 187819 | 3797 | SH |  | SOLE |  | 3797 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 123684 | 2362 | SH |  | SOLE |  | 2362 | 0 | 0 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 123049 | 834 | SH |  | SOLE |  | 834 | 0 | 0 |

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