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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 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIGI VANGUARD WHITEHALL FDS 29,410.0 $2.7M 1.27% +3K +11.1% $93.38 +4.5%
22 GOOGL ALPHABET INC Communication Services 7,553.0 $2.7M 1.25% $357.38 -6.3%
23 IJH ISHARES TR 34,738.0 $2.7M 1.24% +16K +88.8% $77.11 -3.3%
24 SCHO SCHWAB STRATEGIC TR 101,171.0 $2.4M 1.13% -6K -5.8% $24.14 -0.6%
25 DFCF DIMENSIONAL ETF TRUST 55,519.0 $2.3M 1.08% +940.0 +1.7% $42.21 -2.1%
26 GLD SPDR GOLD TR Financial Services 5,665.0 $2.1M 0.96% -296.0 -5.0% $368.35 +7.7%
27 MSFT MICROSOFT CORP Technology 5,590.0 $2.1M 0.96% $373.03 +34.3%
28 CATF AMERICAN CENTY ETF TR 41,452.0 $2.1M 0.96% +2K +4.6% $50.27 -2.4%
29 BIV VANGUARD BD INDEX FDS 26,169.0 $2.0M 0.93% +232.0 +0.9% $76.70 -2.4%
30 DYNF BLACKROCK ETF TRUST 27,742.0 $1.9M 0.87% +6K +26.3% $68.01 +1.6%
31 SFLR INNOVATOR ETFS TRUST 47,398.0 $1.8M 0.84% -3K -5.8% $38.60 +0.1%
32 SUB ISHARES TR 15,926.0 $1.7M 0.78% -294.0 -1.8% $106.47 -0.5%
33 IEFA ISHARES TR 17,327.0 $1.7M 0.77% +150.0 +0.9% $96.58 +2.9%
34 AMZN AMAZON COM INC Consumer Cyclical 6,608.0 $1.6M 0.73% -2K -23.0% $238.36 +6.9%
35 IWM ISHARES TR 5,213.0 $1.6M 0.72% $300.46 -3.3%
36 GMAY FIRST TR EXCHNG TRADED FD VI 35,739.0 $1.5M 0.71% $43.04 +1.6%
37 SPAB SPDR SERIES TRUST 60,224.0 $1.5M 0.71% +328.0 +0.6% $25.52 -2.3%
38 SCHW SCHWAB CHARLES CORP Financial Services 16,612.0 $1.5M 0.71% $92.27 +17.4%
39 XLK SELECT SECTOR SPDR TR 7,661.0 $1.5M 0.67% $190.52 -3.6%
40 EEM ISHARES TR 21,198.0 $1.5M 0.67% $68.41 -2.4%
Page 2 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%