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Portfolio (Quarterly) Guide ↗

Ballast Rock Private Wealth LLC

· CIK 0002106928
13F Portfolio $217M AUM 192 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 55 Added 37 Reduced 3 Exited
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PAAA PGIM ETF TR 256,448.0 $13.2M 6.10% +119K +86.6% $51.47 -0.3%
2 JAAA JANUS DETROIT STR TR 199,007.0 $10.1M 4.66% +116K +140.9% $50.69 -0.3%
3 AAPL APPLE INC Technology 31,887.0 $9.2M 4.26% +313.0 +1.0% $289.36 +12.4%
4 VANGUARD CALIF TAX FREE FDS 50,048.0 $5.0M 2.33% +396.0 +0.8% $100.60
5 J P MORGAN EXCHANGE TRADED F 60,207.0 $4.4M 2.01% +6K +10.3% $72.28
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,431.0 $4.1M 1.88% +125.0 +2.4% $748.63 +1.8%
7 SCHF SCHWAB STRATEGIC TR 116,764.0 $3.2M 1.49% +4K +4.0% $27.70 +0.9%
8 VONE VANGUARD SCOTTSDALE FDS 8,279.0 $2.8M 1.29% +638.0 +8.3% $338.72 +1.7%
9 VIGI VANGUARD WHITEHALL FDS 29,410.0 $2.7M 1.27% +3K +11.1% $93.38 +4.5%
10 IJH ISHARES TR 34,738.0 $2.7M 1.24% +16K +88.8% $77.11 -3.3%
11 DFCF DIMENSIONAL ETF TRUST 55,519.0 $2.3M 1.08% +940.0 +1.7% $42.21 -2.1%
12 CATF AMERICAN CENTY ETF TR 41,452.0 $2.1M 0.96% +2K +4.6% $50.27 -2.4%
13 BIV VANGUARD BD INDEX FDS 26,169.0 $2.0M 0.93% +232.0 +0.9% $76.70 -2.4%
14 DYNF BLACKROCK ETF TRUST 27,742.0 $1.9M 0.87% +6K +26.3% $68.01 +1.6%
15 IEFA ISHARES TR 17,327.0 $1.7M 0.77% +150.0 +0.9% $96.58 +2.9%
16 SPAB SPDR SERIES TRUST 60,224.0 $1.5M 0.71% +328.0 +0.6% $25.52 -2.3%
17 IEMG ISHARES INC 16,721.0 $1.4M 0.64% +2K +12.0% $82.84 -1.7%
18 VIG VANGUARD SPECIALIZED FUNDS 5,012.0 $1.2M 0.55% +33.0 +0.7% $236.62 +1.9%
19 RSSB TIDAL TRUST II 34,678.0 $1.1M 0.49% +9K +34.0% $30.76 -0.3%
20 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 96,052.0 $1.1M 0.49% +4K +4.7% $11.04 -4.9%
Page 1 of 3  ·  55 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 48.4%
Financial Services 34.0%
Communication Services 4.9%
Consumer Cyclical 4.9%
Industrials 2.3%
Healthcare 2.2%
Basic Materials 1.5%
Energy 0.9%
Utilities 0.5%
Consumer Defensive 0.4%