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Portfolio (Quarterly) Guide ↗

Ballast Rock Private Wealth LLC

· CIK 0002106928
13F Portfolio $181M AUM 177 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 60 Added 37 Reduced 12 Exited
Page 9 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DFAR DIMENSIONAL ETF TRUST 10,793.0 $255K 0.14% -381.0 -3.4% $23.65 +11.1%
162 JAJL INNOVATOR ETFS TRUST 8,626.0 $251K 0.14% NEW $29.07 +2.3%
163 DJAN FIRST TR EXCHNG TRADED FD VI 5,851.0 $249K 0.14% $42.53 +6.6%
164 DDTJ INNOVATOR ETFS TRUST 13,220.0 $245K 0.14% NEW $18.57 +7.8%
165 XDQQ INNOVATOR ETFS TRUST 6,392.0 $236K 0.13% +138.0 +2.2% $36.99 +9.6%
166 BERKSHIRE HATHAWAY INC DEL 491.0 $235K 0.13% NEW $479.20
167 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 231.0 $231K 0.13% NEW $998.10 +0.5%
168 UAPR INNOVATOR ETFS TRUST 6,659.0 $222K 0.12% $33.37 +4.7%
169 AMD ADVANCED MICRO DEVICES INC Technology 1,089.0 $222K 0.12% -8.0 -0.7% $203.43 +147.7%
170 VNQ VANGUARD INDEX FDS 2,414.0 $214K 0.12% NEW $88.71 +9.6%
171 UFEB INNOVATOR ETFS TRUST 5,778.0 $210K 0.12% NEW $36.30 +6.1%
172 IDEC INNOVATOR ETFS TRUST 6,419.0 $209K 0.12% $32.56 +5.0%
173 SPIP SPDR SERIES TRUST 7,985.0 $208K 0.12% -1K -13.2% $26.01 -0.1%
174 NFLX NETFLIX INC. Communication Services 2,140.0 $206K 0.11% -32.0 -1.5% $96.15 -8.8%
175 LUV SOUTHWEST AIRLS CO Industrials 5,400.0 $204K 0.11% $37.75 +12.0%
176 BMAY INNOVATOR ETFS TRUST 4,492.0 $202K 0.11% -294.0 -6.1% $44.87 +5.5%
177 BOE BLACKROCK ENHANCED GLOBAL Financial Services 12,346.0 $135K 0.07% $10.96 +8.9%
Page 9 of 9  ·  177 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 41.5%
Financial Services 37.5%
Consumer Cyclical 6.6%
Communication Services 6.0%
Healthcare 2.5%
Basic Materials 2.3%
Industrials 1.4%
Energy 1.1%
Utilities 0.6%
Consumer Defensive 0.5%