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Portfolio (Quarterly) Guide ↗

Ballast Financial Advisors LLC

· CIK 0002109821
13F Portfolio $97M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFAR DIMENSIONAL ETF TRUST 46,597.0 $1.1M 1.10% NEW $22.90 +14.4%
22 VTV VANGUARD INDEX FDS 5,357.0 $1.0M 1.05% NEW $190.99 +10.9%
23 DISV DIMENSIONAL ETF TRUST 26,687.0 $1.0M 1.04% NEW $38.00 +11.7%
24 VCSH VANGUARD SCOTTSDALE FDS 12,129.0 $967K 1.00% NEW $79.73 -0.8%
25 VCIT VANGUARD SCOTTSDALE FDS 11,316.0 $948K 0.98% NEW $83.75 -1.4%
26 FNDC SCHWAB STRATEGIC TR 19,643.0 $875K 0.90% NEW $44.55 +12.5%
27 VBIL VANGUARD INSTL INDEX FD 11,098.0 $837K 0.86% NEW $75.43 +0.3%
28 VB VANGUARD INDEX FDS 3,208.0 $827K 0.85% NEW $257.92 +13.4%
29 VOO VANGUARD INDEX FDS 1,296.0 $813K 0.84% NEW $627.13 +10.0%
30 BSV VANGUARD BD INDEX FDS 9,084.0 $716K 0.74% NEW $78.81 -1.0%
31 JCPB J P MORGAN EXCHANGE TRADED F 14,594.0 $691K 0.71% NEW $47.35 -1.1%
32 FVAL FIDELITY COVINGTON TRUST 8,067.0 $583K 0.60% NEW $72.27 +9.8%
33 VV VANGUARD INDEX FDS 1,760.0 $554K 0.57% NEW $314.86 +9.6%
34 VIGI VANGUARD WHITEHALL FDS 6,039.0 $552K 0.57% NEW $91.45 +2.5%
35 IXUS ISHARES TR 6,459.0 $547K 0.56% NEW $84.64 +14.0%
36 DFAI DIMENSIONAL ETF TRUST 14,279.0 $544K 0.56% NEW $38.11 +9.7%
37 QQQ INVESCO QQQ TR Financial Services 799.0 $491K 0.51% NEW $613.97 +18.8%
38 IWR ISHARES TR 5,012.0 $483K 0.50% NEW $96.27 +10.8%
39 GOOGL ALPHABET INC Communication Services 1,535.0 $480K 0.49% NEW $312.95 +24.2%
40 SPY SPDR S&P 500 ETF TR Financial Services 674.0 $460K 0.47% NEW $681.92 +10.0%
Page 2 of 4  ·  70 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 49.5%
Technology 23.4%
Communication Services 7.9%
Healthcare 5.3%
Consumer Cyclical 5.1%
Utilities 4.7%
Industrials 4.0%