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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 7 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GS GOLDMAN SACHS GROUP INC Financial Services 417.0 $422K 0.20% $1012.16 -0.9%
122 AOR ISHARES TR 6,042.0 $420K 0.19% $69.50 -0.2%
123 SCHD SCHWAB STRATEGIC TR 12,918.0 $410K 0.19% +366.0 +2.9% $31.71 +9.8%
124 DFSB DIMENSIONAL ETF TRUST 7,794.0 $406K 0.19% $52.11 -3.1%
125 BLCR BLACKROCK ETF TRUST 7,920.0 $399K 0.18% NEW $50.37 -3.0%
126 EFA ISHARES TR 3,840.0 $399K 0.18% -11K -74.9% $103.88 +2.5%
127 SPHY SPDR SERIES TRUST 16,824.0 $394K 0.18% +293.0 +1.8% $23.44 -1.3%
128 CALF PACER FDS TR 7,791.0 $394K 0.18% $50.61 +13.2%
129 VGIT VANGUARD SCOTTSDALE FDS 6,626.0 $391K 0.18% -110.0 -1.6% $58.98 -1.9%
130 GCOW PACER FDS TR 8,920.0 $386K 0.18% $43.30 +9.5%
131 NEM NEWMONT CORP Basic Materials 4,125.0 $385K 0.18% -48.0 -1.1% $93.40 +31.3%
132 AVGO BROADCOM INC Technology 1,003.0 $379K 0.17% +22.0 +2.2% $377.79 -2.1%
133 BJUL INNOVATOR ETFS TRUST 6,671.0 $362K 0.17% $54.31 +1.6%
134 SPTS SPDR SERIES TRUST 12,330.0 $358K 0.17% -389.0 -3.1% $29.01 -0.7%
135 SPHQ INVESCO EXCHANGE TRADED FD T 3,865.0 $348K 0.16% -283.0 -6.8% $90.11 -6.2%
136 SMLF ISHARES TR 3,772.0 $336K 0.15% NEW $89.13 -2.8%
137 PZA INVESCO EXCH TRADED FD TR II 14,003.0 $329K 0.15% $23.52 -4.6%
138 ABBV ABBVIE INC Healthcare 1,308.0 $329K 0.15% +8.0 +0.6% $251.55 +3.4%
139 BAI BLACKROCK ETF TRUST 6,235.0 $329K 0.15% NEW $52.72 -17.9%
140 JNJ JOHNSON & JOHNSON Healthcare 1,287.0 $327K 0.15% +7.0 +0.6% $254.03 +6.8%
Page 7 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%