BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLV SELECT SECTOR SPDR TR 3,275.0 $520K 0.24% -102.0 -3.0% $158.65 +8.2%
22 XLE SELECT SECTOR SPDR TR 9,549.0 $507K 0.23% -23K -71.1% $53.11 +22.0%
23 EFA ISHARES TR 3,840.0 $399K 0.18% -11K -74.9% $103.88 +2.5%
24 VGIT VANGUARD SCOTTSDALE FDS 6,626.0 $391K 0.18% -110.0 -1.6% $58.98 -1.9%
25 NEM NEWMONT CORP Basic Materials 4,125.0 $385K 0.18% -48.0 -1.1% $93.40 +31.3%
26 SPTS SPDR SERIES TRUST 12,330.0 $358K 0.17% -389.0 -3.1% $29.01 -0.7%
27 SPHQ INVESCO EXCHANGE TRADED FD T 3,865.0 $348K 0.16% -283.0 -6.8% $90.11 -6.2%
28 XLRE SELECT SECTOR SPDR TR 7,061.0 $311K 0.14% -1K -13.1% $44.03 +0.0%
29 XDSQ INNOVATOR ETFS TRUST 7,094.0 $305K 0.14% -3K -26.8% $42.96 +3.0%
30 TLT ISHARES TR 3,470.0 $300K 0.14% -923.0 -21.0% $86.42 -5.3%
31 DIHP DIMENSIONAL ETF TRUST 8,594.0 $293K 0.14% -75.0 -0.9% $34.12 +2.1%
32 IAPR INNOVATOR ETFS TRUST 8,662.0 $288K 0.13% -400.0 -4.4% $33.21 +2.2%
33 ISHARES TR 5,772.0 $286K 0.13% -401.0 -6.5% $49.55
34 GOVT ISHARES TR 12,456.0 $284K 0.13% -1K -8.0% $22.78 -2.0%
35 JAJL INNOVATOR ETFS TRUST 7,242.0 $217K 0.10% -1K -16.0% $29.91 +0.9%
36 SPIP SPDR SERIES TRUST 7,886.0 $203K 0.09% -99.0 -1.2% $25.68 -2.5%
37 VNQ VANGUARD INDEX FDS 2,097.0 $202K 0.09% -317.0 -13.1% $96.42 -0.1%
Page 2 of 2  ·  37 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%