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Portfolio (Quarterly) Guide ↗

Ballast Rock Private Wealth LLC

· CIK 0002106928
13F Portfolio $160M AUM 171 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 171 New
Page 1 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 29,299.0 $8.0M 4.98% NEW $271.86 +13.4%
2 PAAA PGIM ETF TR 88,942.0 $4.6M 2.85% NEW $51.26 +0.4%
3 VOO VANGUARD INDEX FDS 6,145.0 $3.9M 2.41% NEW $627.17 +10.0%
4 SPY SPDR S&P 500 ETF TR Financial Services 5,585.0 $3.8M 2.39% NEW $683.96 +9.7%
5 MSFT MICROSOFT CORP Technology 7,833.0 $3.8M 2.37% NEW $483.63 -14.0%
6 JPM JPMORGAN CHASE & CO. Financial Services 11,574.0 $3.7M 2.33% NEW $322.22 -4.8%
7 SCHX SCHWAB STRATEGIC TR 136,460.0 $3.7M 2.29% NEW $26.91 +9.7%
8 IVV ISHARES TR 4,769.0 $3.3M 2.04% NEW $684.92 +10.1%
9 NVDA NVIDIA CORPORATION Technology 16,121.0 $3.0M 1.88% NEW $186.50 +15.2%
10 DFAU DIMENSIONAL ETF TRUST 63,294.0 $3.0M 1.85% NEW $46.80 +10.4%
11 BALT INNOVATOR ETFS TRUST 87,379.0 $2.9M 1.83% NEW $33.51 +1.7%
12 QQQ INVESCO QQQ TR Financial Services 4,557.0 $2.8M 1.75% NEW $614.30 +18.9%
13 SVIX VS TRUST Financial Services 113,400.0 $2.7M 1.72% NEW $24.23 -12.4%
14 VTI VANGUARD INDEX FDS 8,048.0 $2.7M 1.69% NEW $335.26 +10.2%
15 GLD SPDR GOLD TR Financial Services 6,074.0 $2.4M 1.50% NEW $396.29 +4.5%
16 DFCF DIMENSIONAL ETF TRUST 55,315.0 $2.4M 1.47% NEW $42.56 -1.0%
17 J P MORGAN EXCHANGE TRADED F 37,021.0 $2.3M 1.46% NEW $63.18
18 CMF ISHARES TR 40,165.0 $2.3M 1.44% NEW $57.46 -0.7%
19 GOOGL ALPHABET INC Communication Services 7,141.0 $2.2M 1.40% NEW $313.00 +24.2%
20 JAAA JANUS DETROIT STR TR 43,613.0 $2.2M 1.38% NEW $50.58 +0.2%
Page 1 of 9  ·  171 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
Financial Services 41.7%
Technology 41.6%
Communication Services 5.7%
Consumer Cyclical 4.5%
Healthcare 2.0%
Basic Materials 1.9%
Industrials 1.0%
Energy 0.8%
Utilities 0.7%