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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLH ISHARES TR 10,310.0 $1.0M 0.48% +987.0 +10.6% $100.35 -4.1%
22 VB VANGUARD INDEX FDS 3,407.0 $1.0M 0.48% +424.0 +14.2% $303.12 -2.4%
23 DDSQ INNOVATOR ETFS TRUST 48,222.0 $1.0M 0.47% +18K +61.4% $21.07 +1.9%
24 VO VANGUARD INDEX FDS 12,537.0 $1.0M 0.47% +9K +303.2% $80.57 +0.9%
25 MUB ISHARES TR 9,142.0 $984K 0.45% +416.0 +4.8% $107.62 -3.1%
26 FEOE RBB FUND TRUST 16,112.0 $860K 0.40% +9K +122.0% $53.40 +4.2%
27 IJR ISHARES TR 5,566.0 $825K 0.38% +77.0 +1.4% $148.31 -3.6%
28 DFSD DIMENSIONAL ETF TRUST 16,316.0 $779K 0.36% +299.0 +1.9% $47.75 -1.3%
29 FALN ISHARES TR 28,392.0 $773K 0.36% +243.0 +0.9% $27.24 -1.7%
30 FEGE RBB FUND TRUST 15,128.0 $740K 0.34% +1K +7.3% $48.92 +7.4%
31 ZALT INNOVATOR ETFS TRUST 19,144.0 $648K 0.30% +436.0 +2.3% $33.87 +1.7%
32 VUG VANGUARD INDEX FDS 6,878.0 $592K 0.27% +6K +500.2% $86.14 +1.4%
33 IEF ISHARES TR 6,060.0 $573K 0.27% +440.0 +7.8% $94.57 -2.6%
34 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,527.0 $549K 0.25% +453.0 +5.0% $57.62 +16.1%
35 BJUN INNOVATOR ETFS TRUST 10,965.0 $534K 0.25% +2K +26.8% $48.68 +1.6%
36 IWF ISHARES TR 4,176.0 $519K 0.24% +3K +468.9% $124.17 -2.4%
37 PMAY INNOVATOR ETFS TRUST 12,511.0 $517K 0.24% +3K +27.5% $41.30 +1.7%
38 BND VANGUARD BD INDEX FDS 6,860.0 $504K 0.23% +196.0 +2.9% $73.41 -2.2%
39 PJUN INNOVATOR ETFS TRUST 11,324.0 $490K 0.23% +3K +29.9% $43.23 +1.4%
40 GOOG ALPHABET INC 1,359.0 $480K 0.22% +14.0 +1.0% $353.37
Page 2 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%