BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LUV SOUTHWEST AIRLS CO Industrials 5,400.0 $279K 0.13% $51.60 -27.0%
162 MBB ISHARES TR 2,940.0 $278K 0.13% $94.52 -2.2%
163 PJUL INNOVATOR ETFS TRUST 5,674.0 $277K 0.13% $48.81 +1.4%
164 DJAN FIRST TR EXCHNG TRADED FD VI 5,851.0 $266K 0.12% $45.52 +1.8%
165 DDTJ INNOVATOR ETFS TRUST 13,220.0 $266K 0.12% $20.09 +1.9%
166 CEG CONSTELLATION ENERGY CORP Utilities 1,065.0 $265K 0.12% $248.42 +12.8%
167 IWD ISHARES TR 1,057.0 $256K 0.12% NEW $242.54 +5.5%
168 AGG ISHARES TR 2,524.0 $250K 0.12% NEW $98.98 -2.2%
169 HACK AMPLIFY ETF TR 2,361.0 $248K 0.11% NEW $104.95 +6.6%
170 BAR GRANITESHARES GOLD TR Financial Services 6,257.0 $247K 0.11% $39.53 +7.7%
171 BERKSHIRE HATHAWAY INC DEL 494.0 $247K 0.11% +3.0 +0.6% $500.39
172 BMAY INNOVATOR ETFS TRUST 5,187.0 $246K 0.11% +695.0 +15.5% $47.35 +1.9%
173 AGI ALAMOS GOLD INC Basic Materials 7,991.0 $242K 0.11% $30.34 +15.1%
174 CMI CUMMINS INC Industrials 333.0 $237K 0.11% NEW $713.21 -22.7%
175 UAPR INNOVATOR ETFS TRUST 6,659.0 $234K 0.11% $35.12 +1.7%
176 JBND J P MORGAN EXCHANGE TRADED F 4,316.0 $231K 0.11% NEW $53.49 -2.3%
177 VOT VANGUARD INDEX FDS 750.0 $230K 0.11% NEW $306.50 -3.2%
178 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 236.0 $228K 0.10% NEW $965.09 -15.4%
179 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,007.0 $225K 0.10% $112.32 +29.0%
180 UFEB INNOVATOR ETFS TRUST 5,778.0 $223K 0.10% $38.65 +1.7%
Page 9 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%