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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 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IDEC INNOVATOR ETFS TRUST 6,419.0 $220K 0.10% $34.32 +2.4%
182 JAJL INNOVATOR ETFS TRUST 7,242.0 $217K 0.10% -1K -16.0% $29.91 +0.9%
183 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 231.0 $216K 0.10% $937.04 +0.3%
184 CAT CATERPILLAR INC Industrials 200.0 $213K 0.10% NEW $1064.90 -26.8%
185 FTEC FIDELITY COVINGTON TRUST 737.0 $210K 0.10% NEW $285.58 -0.7%
186 SDOG ALPS ETF TR 3,056.0 $208K 0.10% NEW $68.21 +7.1%
187 VGT VANGUARD WORLD FD 1,731.0 $207K 0.10% NEW $119.55 -0.6%
188 VEU VANGUARD INTL EQUITY INDEX F 2,452.0 $205K 0.10% NEW $83.74 +1.1%
189 SPIP SPDR SERIES TRUST 7,886.0 $203K 0.09% -99.0 -1.2% $25.68 -2.5%
190 VNQ VANGUARD INDEX FDS 2,097.0 $202K 0.09% -317.0 -13.1% $96.42 -0.1%
191 BLACKROCK ETF TRUST 6,299.0 $200K 0.09% NEW $31.78
192 BOE BLACKROCK ENHANCED GLOBAL Financial Services 12,346.0 $149K 0.07% $12.09 +3.2%
Page 10 of 10  ·  192 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%