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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ITOT ISHARES TR 19.0 $3K 0.00% NEW $157.89 +6.7%
62 IVV ISHARES TR 4.0 $3K 0.00% +1.0 +33.3% $750.00 +3.1%
63 VKTX VIKING THERAPEUTICS INC Healthcare 100.0 $3K 0.00% $30.00 +7.2%
64 ZTS ZOETIS INC Healthcare 49.0 $3K 0.00% $61.22 +26.3%
65 CMCSA COMCAST CORP NEW Communication Services 44.0 $1K 0.00% +1.0 +2.3% $22.73 +19.1%
66 SMCI SUPER MICRO COMPUTER INC Technology 50.0 $1K 0.00% $20.00 +85.4%
67 BHF BRIGHTHOUSE FINL INC Financial Services 26.0 $1K 0.00% $38.46 +37.9%
68 CTVA CORTEVA INC Basic Materials 6.0
69 DOW DOW INC Basic Materials 8.0
70 CLOZ SERIES PORTFOLIOS TR NEW
71 VSNT VERSANT MEDIA GROUP INC Industrials 1.0 NEW
72 VTRS VIATRIS INC Healthcare 22.0
73 WBD WARNER BROS DISCOVERY INC Communication Services 33.0
74 PCT PURECYCLE TECHNOLOGIES INC Industrials 69.0
Page 4 of 4  ·  74 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%