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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 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ESML ISHARES TR 15,928.0 $891K 0.56% NEW $55.93 -1.6%
42 VTV VANGUARD INDEX FDS 4,072.0 $887K 0.55% NEW $217.92 +3.4%
43 CGW INVESCO EXCH TRADED FD TR II 12,634.0 $830K 0.52% NEW $65.73 -0.8%
44 ICLN ISHARES TR 39,972.0 $819K 0.51% NEW $20.49 -14.7%
45 NVDA NVIDIA CORPORATION Technology 4,073.0 $815K 0.51% NEW $200.09 +8.7%
46 C CITIGROUP INC Financial Services 5,410.0 $757K 0.47% NEW $139.96 -5.1%
47 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 9,140.0 $753K 0.47% NEW $82.40 -2.8%
48 DFAE DIMENSIONAL ETF TRUST 18,172.0 $731K 0.46% NEW $40.21 -1.0%
49 BND VANGUARD BD INDEX FDS 9,925.0 $729K 0.45% NEW $73.41 -1.5%
50 GM GENERAL MTRS CO Consumer Cyclical 9,025.0 $696K 0.43% NEW $77.08 +11.9%
51 VB VANGUARD INDEX FDS 2,107.0 $639K 0.40% NEW $303.05 -0.8%
52 GILD GILEAD SCIENCES INC Healthcare 4,990.0 $630K 0.39% NEW $126.35 +15.3%
53 MSFT MICROSOFT CORP Technology 1,637.0 $611K 0.38% NEW $373.03 +37.7%
54 VUG VANGUARD INDEX FDS 7,049.0 $607K 0.38% NEW $86.14 +2.8%
55 PAGS PAGSEGURO DIGITAL LTD Technology 66,904.0 $605K 0.38% NEW $9.05 -1.8%
56 FPEI FIRST TR EXCH TRADED FD III 31,277.0 $603K 0.38% NEW $19.29 -1.4%
57 CRTO CRITEO S A Communication Services 32,372.0 $592K 0.37% NEW $18.28 -4.5%
58 VWO VANGUARD INTL EQUITY INDEX F 9,807.0 $585K 0.36% NEW $59.69 +1.8%
59 PFXF VANECK ETF TRUST 32,395.0 $578K 0.36% NEW $17.84 +0.7%
60 FSMD FIDELITY COVINGTON TRUST 10,902.0 $576K 0.36% NEW $52.85 -2.9%
Page 3 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%