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Portfolio (Quarterly) Guide ↗

BALLAST ADVISORS LLC

· CIK 0001803415
13F Portfolio $363M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 175 New
Page 7 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWR ISHARES TR 1,637.0 $158K 0.04% NEW $96.27 +11.2%
122 TLT ISHARES TR 1,767.0 $154K 0.04% NEW $87.16 -1.6%
123 IBDS ISHARES TR 6,170.0 $150K 0.04% NEW $24.28 -0.1%
124 IWP ISHARES TR 1,032.0 $141K 0.04% NEW $136.94 +3.6%
125 IEF ISHARES TR 1,424.0 $137K 0.04% NEW $96.16 -1.6%
126 IJR ISHARES TR 1,068.0 $128K 0.04% NEW $120.18 +15.4%
127 VYM VANGUARD WHITEHALL FDS 868.0 $125K 0.03% NEW $143.52 +10.7%
128 VTI VANGUARD INDEX FDS 348.0 $117K 0.03% NEW $335.27 +10.8%
129 IVW ISHARES TR 838.0 $103K 0.03% NEW $123.26 +13.4%
130 SPYM SPDR SERIES TRUST 1,261.0 $101K 0.03% NEW $80.22 +10.8%
131 SLYG SPDR SERIES TRUST 1,071.0 $101K 0.03% NEW $94.17 +16.1%
132 ITOT ISHARES TR 663.0 $99K 0.03% NEW $148.69 +11.0%
133 MDYG SPDR SERIES TRUST 1,059.0 $98K 0.03% NEW $92.43 +17.3%
134 SCHD SCHWAB STRATEGIC TR 3,561.0 $98K 0.03% NEW $27.43 +18.7%
135 IVE ISHARES TR 446.0 $95K 0.03% NEW $212.07 +7.7%
136 SPSM SPDR SERIES TRUST 1,938.0 $91K 0.03% NEW $46.86 +15.2%
137 SPEM SPDR INDEX SHS FDS 1,755.0 $82K 0.02% NEW $46.81 +11.7%
138 EFG ISHARES TR 681.0 $78K 0.02% NEW $113.92 +8.4%
139 DVY ISHARES TR 482.0 $68K 0.02% NEW $141.14 +10.2%
140 IJH ISHARES TR 940.0 $62K 0.02% NEW $66.00 +12.8%
Page 7 of 9  ·  175 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.5%
Financial Services 16.5%
Energy 9.7%
Consumer Cyclical 7.2%
Healthcare 6.3%
Communication Services 6.2%
Industrials 5.9%
Consumer Defensive 3.9%
Basic Materials 2.1%
Utilities 0.6%