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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 3 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RSP INVESCO EXCHANGE TRADED FD T 6,693.0 $1.4M 0.66% -107.0 -1.6% $212.78 +2.3%
42 IVW ISHARES TR 10,144.0 $1.4M 0.64% $137.54 +0.5%
43 IEMG ISHARES INC 16,721.0 $1.4M 0.64% +2K +12.0% $82.84 -1.7%
44 VTV VANGUARD INDEX FDS 6,195.0 $1.4M 0.62% $217.93 +2.8%
45 PMAR INNOVATOR ETFS TRUST 26,937.0 $1.3M 0.59% $47.77 +1.8%
46 IYR ISHARES TR 12,520.0 $1.3M 0.59% NEW $102.25 +0.2%
47 SCHB SCHWAB STRATEGIC TR 43,782.0 $1.3M 0.59% $28.96 +1.4%
48 DXJ WISDOMTREE TR 7,210.0 $1.3M 0.58% $173.52 +3.8%
49 DFAI DIMENSIONAL ETF TRUST 28,912.0 $1.2M 0.55% -509.0 -1.7% $41.25 +3.5%
50 VIG VANGUARD SPECIALIZED FUNDS 5,012.0 $1.2M 0.55% +33.0 +0.7% $236.62 +1.9%
51 VTES VANGUARD WELLINGTON FD 10,908.0 $1.1M 0.51% -65.0 -0.6% $101.31 -0.9%
52 RSSB TIDAL TRUST II 34,678.0 $1.1M 0.49% +9K +34.0% $30.76 -0.3%
53 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 96,052.0 $1.1M 0.49% +4K +4.7% $11.04 -4.9%
54 TLH ISHARES TR 10,310.0 $1.0M 0.48% +987.0 +10.6% $100.35 -4.1%
55 VB VANGUARD INDEX FDS 3,407.0 $1.0M 0.48% +424.0 +14.2% $303.12 -2.4%
56 DDSQ INNOVATOR ETFS TRUST 48,222.0 $1.0M 0.47% +18K +61.4% $21.07 +1.9%
57 VO VANGUARD INDEX FDS 12,537.0 $1.0M 0.47% +9K +303.2% $80.57 +0.9%
58 XME SPDR SERIES TRUST 9,225.0 $986K 0.46% $106.93 +8.3%
59 MUB ISHARES TR 9,142.0 $984K 0.45% +416.0 +4.8% $107.62 -3.1%
60 SPYG SPDR SERIES TRUST 8,195.0 $975K 0.45% $118.98 +0.6%
Page 3 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%