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Portfolio (Quarterly) Guide ↗

Ball & Co Wealth Management Inc.

· CIK 0002057075
13F Portfolio $141M AUM 74 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 24 Added 11 Reduced 17 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 163,335.0 $20.3M 14.38% +130K +388.2% $124.17 -1.1%
2 EFV ISHARES TR 257,929.0 $19.7M 14.00% +7K +3.0% $76.55 +6.8%
3 GLD SPDR GOLD TR Financial Services 42,775.0 $15.8M 11.17% +10K +29.1% $368.37 +11.0%
4 AMGN AMGEN INC Healthcare 14,353.0 $5.2M 3.69% +99.0 +0.7% $362.08 +19.4%
5 AAPL APPLE INC Technology 3,464.0 $1.0M 0.71% +604.0 +21.1% $289.26 +10.5%
6 GILD GILEAD SCIENCES INC Healthcare 7,636.0 $964K 0.68% +49.0 +0.7% $126.24 +15.4%
7 ABBV ABBVIE INC Healthcare 2,272.0 $571K 0.41% +19.0 +0.8% $251.32 +1.7%
8 GOOGL ALPHABET INC Communication Services 1,580.0 $564K 0.40% +571.0 +56.6% $356.96 -2.9%
9 AMZN AMAZON COM INC Consumer Cyclical 1,284.0 $306K 0.22% +668.0 +108.4% $238.32 +11.8%
10 FESM FIDELITY COVINGTON TRUST 5,320.0 $256K 0.18% +5K +10000.0% $48.12 -1.5%
11 XOM EXXON MOBIL CORP Energy 1,795.0 $245K 0.17% +13.0 +0.7% $136.49 +14.8%
12 SBUX STARBUCKS CORP Consumer Cyclical 2,312.0 $236K 0.17% +2K +385.7% $102.08 +5.7%
13 HD HOME DEPOT INC Consumer Cyclical 614.0 $216K 0.15% +369.0 +150.6% $351.79 -6.1%
14 CLX CLOROX CO DEL Consumer Defensive 912.0 $87K 0.06% +12.0 +1.3% $95.39 +7.5%
15 IYK ISHARES TR 823.0 $59K 0.04% +365.0 +79.7% $71.69 +4.8%
16 PM PHILIP MORRIS INTL INC Consumer Defensive 324.0 $58K 0.04% +3.0 +0.9% $179.01 +7.2%
17 MO ALTRIA GROUP INC Consumer Defensive 474.0 $34K 0.02% +7.0 +1.5% $71.73 -4.3%
18 T AT&T INC Communication Services 1,438.0 $29K 0.02% +15.0 +1.1% $20.17 +29.0%
19 KO COCA COLA CO Consumer Defensive 189.0 $15K 0.01% +1.0 +0.5% $79.37 +13.0%
20 BMY BRISTOL-MYERS SQUIBB CO Healthcare 198.0 $11K 0.01% +2.0 +1.0% $55.56 +19.8%
Page 1 of 2  ·  24 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
Financial Services 60.3%
Healthcare 25.2%
Technology 4.5%
Consumer Cyclical 4.3%
Communication Services 2.7%
Consumer Defensive 1.5%
Energy 0.9%
Industrials 0.4%
Utilities 0.1%
Basic Materials 0.0%