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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 6 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWF ISHARES TR 4,176.0 $519K 0.24% +3K +468.9% $124.17 -2.3%
102 PMAY INNOVATOR ETFS TRUST 12,511.0 $517K 0.24% +3K +27.5% $41.30 +1.9%
103 CB CHUBB LIMITED Financial Services 1,503.0 $514K 0.24% $341.76 -0.7%
104 XLE SELECT SECTOR SPDR TR 9,549.0 $507K 0.23% -23K -71.1% $53.11 +21.4%
105 BND VANGUARD BD INDEX FDS 6,860.0 $504K 0.23% +196.0 +2.9% $73.41 -2.2%
106 CLOA BLACKROCK ETF TRUST II 9,535.0 $495K 0.23% $51.91 -0.2%
107 PJUN INNOVATOR ETFS TRUST 11,324.0 $490K 0.23% +3K +29.9% $43.23 +1.6%
108 IMAR INNOVATOR ETFS TRUST 16,079.0 $490K 0.23% $30.45 +2.0%
109 ET ENERGY TRANSFER L P Energy 25,583.0 $489K 0.23% $19.12 +11.2%
110 GOOG ALPHABET INC 1,359.0 $480K 0.22% +14.0 +1.0% $353.37
111 DFSU DIMENSIONAL ETF TRUST 10,241.0 $478K 0.22% $46.63 +2.7%
112 PAPR INNOVATOR ETFS TRUST 11,289.0 $476K 0.22% +414.0 +3.8% $42.20 +1.8%
113 VGK VANGUARD INTL EQUITY INDEX F 5,380.0 $476K 0.22% +70.0 +1.3% $88.55 +2.7%
114 V VISA INC Financial Services 1,357.0 $466K 0.21% +13.0 +1.0% $343.17 +9.6%
115 PJAN INNOVATOR ETFS TRUST 9,250.0 $458K 0.21% $49.49 +2.0%
116 VEA VANGUARD TAX-MANAGED FDS 6,419.0 $457K 0.21% +109.0 +1.7% $71.25 +1.6%
117 IDHQ INVESCO EXCH TRADED FD TR II 10,345.0 $452K 0.21% $43.71 +2.7%
118 UJAN INNOVATOR ETFS TRUST 9,879.0 $448K 0.21% $45.33 +1.8%
119 INNOVATOR ETFS TRUST 13,709.0 $441K 0.20% +3K +33.7% $32.14
120 EMXC ISHARES INC 4,170.0 $427K 0.20% $102.30 -3.9%
Page 6 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%