BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWN ISHARES TR 338.0 $61K 0.02% NEW $181.21 +17.8%
142 EFV ISHARES TR 838.0 $60K 0.02% NEW $71.41 +10.4%
143 EAGG ISHARES TR 1,204.0 $58K 0.02% NEW $47.85 -0.8%
144 SPYV SPDR SERIES TRUST 1,007.0 $57K 0.02% NEW $56.81 +7.6%
145 XLU SELECT SECTOR SPDR TR 1,208.0 $52K 0.01% NEW $42.70 +4.2%
146 EFA ISHARES TR 536.0 $51K 0.01% NEW $96.03 +9.3%
147 IWV ISHARES TR 131.0 $51K 0.01% NEW $387.90 +10.3%
148 LQD ISHARES TR 450.0 $50K 0.01% NEW $110.19 -0.7%
149 MDYV SPDR SERIES TRUST 531.0 $45K 0.01% NEW $84.65 +8.3%
150 SPTL SPDR SERIES TRUST 1,692.0 $45K 0.01% NEW $26.47 -1.6%
151 NZAC SPDR INDEX SHS FDS 948.0 $41K 0.01% NEW $42.89 +8.6%
152 IHI ISHARES TR 630.0 $39K 0.01% NEW $62.15 -20.5%
153 TIP ISHARES TR 331.0 $36K 0.01% NEW $109.91 +1.2%
154 XBI SPDR SERIES TRUST 295.0 $36K 0.01% NEW $121.93 +11.5%
155 IBDT ISHARES TR 1,197.0 $30K 0.01% NEW $25.46 -0.6%
156 TFI SPDR SERIES TRUST 647.0 $30K 0.01% NEW $45.71 -0.3%
157 JNK SPDR SERIES TRUST 290.0 $28K 0.01% NEW $97.21 -0.6%
158 VOO VANGUARD INDEX FDS 40.0 $25K 0.01% NEW $627.12 +10.7%
159 FNDE SCHWAB STRATEGIC TR 663.0 $24K 0.01% NEW $36.06 +13.9%
160 CMF ISHARES TR 410.0 $24K 0.01% NEW $57.46 -0.3%
Page 8 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%