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Portfolio (Quarterly) Guide ↗

Balanced Rock Investment Advisors LLC

· CIK 0002011851
13F Portfolio $160M AUM 102 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 102 New
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VWOB VANGUARD WHITEHALL FDS 8,324.0 $560K 0.35% NEW $67.24 -1.8%
62 SCHX SCHWAB STRATEGIC TR 18,015.0 $530K 0.33% NEW $29.43 +3.1%
63 IDEV ISHARES TR 5,638.0 $502K 0.31% NEW $89.01 +4.4%
64 SPY STATE STR SPDR S&P 500 ETF T Financial Services 671.0 $501K 0.31% NEW $746.68 +3.0%
65 BERKSHIRE HATHAWAY INC DEL 981.0 $491K 0.31% NEW $500.39
66 AGG ISHARES TR 4,949.0 $490K 0.31% NEW $98.98 -1.5%
67 BEPC BROOKFIELD RENEWABLE CORP Utilities 13,033.0 $484K 0.30% NEW $37.12 -13.0%
68 LLY ELI LILLY & CO Healthcare 389.0 $467K 0.29% NEW $1199.43 -2.2%
69 CMCSA COMCAST CORP NEW Communication Services 17,636.0 $433K 0.27% NEW $24.55 +10.2%
70 XJR ISHARES TR 8,019.0 $423K 0.26% NEW $52.74 -2.6%
71 JPM JPMORGAN CHASE & CO Financial Services 1,259.0 $412K 0.26% NEW $327.20 +9.3%
72 VNQ VANGUARD INDEX FDS 4,232.0 $408K 0.26% NEW $96.43 +0.8%
73 GOOG ALPHABET INC 1,130.0 $399K 0.25% NEW $353.46
74 JNJ JOHNSON & JOHNSON Healthcare 1,485.0 $377K 0.23% NEW $253.97 +5.5%
75 FALN ISHARES TR 13,631.0 $371K 0.23% NEW $27.24 -0.8%
76 HYDB ISHARES TR 7,885.0 $369K 0.23% NEW $46.77 -0.5%
77 IEMG ISHARES INC 4,277.0 $354K 0.22% NEW $82.84 -1.2%
78 AVGO BROADCOM INC Technology 937.0 $354K 0.22% NEW $377.75 -2.4%
79 SUSA ISHARES TR 2,255.0 $348K 0.22% NEW $154.30 +2.9%
80 NUSC NUSHARES ETF TR 6,577.0 $343K 0.21% NEW $52.12 -1.2%
Page 4 of 6  ·  102 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 27.7%
Financial Services 21.9%
Healthcare 15.9%
Communication Services 12.6%
Consumer Cyclical 10.4%
Consumer Defensive 4.9%
Utilities 3.1%
Industrials 2.0%
Energy 1.6%