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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 4 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FLOT ISHARES TR 18,152.0 $927K 0.43% -866.0 -4.5% $51.05 -0.4%
62 INTC INTEL CORP Technology 6,608.0 $923K 0.43% $139.63 -36.3%
63 VTEB VANGUARD MUN BD FDS 18,130.0 $917K 0.42% -167.0 -0.9% $50.58 -3.2%
64 BMAR INNOVATOR ETFS TRUST 14,932.0 $860K 0.40% $57.63 +2.0%
65 FEOE RBB FUND TRUST 16,112.0 $860K 0.40% +9K +122.0% $53.40 +4.2%
66 IJR ISHARES TR 5,566.0 $825K 0.38% +77.0 +1.4% $148.31 -3.6%
67 XLI SELECT SECTOR SPDR TR 4,300.0 $796K 0.37% $185.23 -6.7%
68 VXUS VANGUARD STAR FDS 9,310.0 $796K 0.37% $85.49 +1.4%
69 DFSD DIMENSIONAL ETF TRUST 16,316.0 $779K 0.36% +299.0 +1.9% $47.75 -1.3%
70 IDEV ISHARES TR 8,692.0 $774K 0.36% $89.01 +3.0%
71 FALN ISHARES TR 28,392.0 $773K 0.36% +243.0 +0.9% $27.24 -1.7%
72 APP APPLOVIN CORP Technology 1,500.0 $773K 0.36% $515.23 -39.5%
73 IVE ISHARES TR 3,385.0 $768K 0.35% $227.03 +3.9%
74 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.35% $748850.00
75 SPIB SPDR SERIES TRUST 22,130.0 $740K 0.34% -271.0 -1.2% $33.46 -1.8%
76 FEGE RBB FUND TRUST 15,128.0 $740K 0.34% +1K +7.3% $48.92 +7.4%
77 BAPR INNOVATOR ETFS TRUST 13,109.0 $698K 0.32% $53.26 +1.9%
78 COWZ PACER FDS TR 11,126.0 $692K 0.32% $62.20 +15.5%
79 OEF ISHARES TR 1,890.0 $692K 0.32% $365.89 +3.3%
80 VYM VANGUARD WHITEHALL FDS 4,363.0 $689K 0.32% -104.0 -2.3% $158.02 +3.4%
Page 4 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%