BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIGI VANGUARD WHITEHALL FDS 22,246.0 $2.0M 1.27% NEW $91.45 +2.9%
22 SCHF SCHWAB STRATEGIC TR 78,937.0 $1.9M 1.19% NEW $24.04 +15.6%
23 SCHO SCHWAB STRATEGIC TR 75,549.0 $1.8M 1.15% NEW $24.37 -0.8%
24 CALI BLACKROCK ETF TRUST II 34,595.0 $1.7M 1.09% NEW $50.46 -0.1%
25 SUB ISHARES TR 16,216.0 $1.7M 1.08% NEW $106.70 -0.3%
26 LRCX LAM RESEARCH CORP Technology 9,679.0 $1.7M 1.04% NEW $171.45 +88.2%
27 SCHW SCHWAB CHARLES CORP Financial Services 16,600.0 $1.7M 1.04% NEW $99.91 -10.5%
28 BIV VANGUARD BD INDEX FDS 20,164.0 $1.6M 0.98% NEW $77.88 -1.7%
29 IEFA ISHARES TR 17,205.0 $1.5M 0.96% NEW $89.46 +9.9%
30 GMAY FIRST TR EXCHNG TRADED FD VI 35,739.0 $1.5M 0.92% NEW $41.29 +4.2%
31 SPAB SPDR SERIES TRUST 57,053.0 $1.5M 0.92% NEW $25.75 -1.2%
32 SFLR INNOVATOR ETFS TRUST 39,715.0 $1.5M 0.92% NEW $36.88 +4.5%
33 VONE VANGUARD SCOTTSDALE FDS 4,623.0 $1.4M 0.89% NEW $309.04 +9.6%
34 VTV VANGUARD INDEX FDS 7,183.0 $1.4M 0.86% NEW $191.00 +11.1%
35 AMAT APPLIED MATLS INC Technology 5,224.0 $1.3M 0.84% NEW $256.99 +77.0%
36 IWM ISHARES TR 5,336.0 $1.3M 0.82% NEW $246.17 +18.0%
37 RSP INVESCO EXCHANGE TRADED FD T 6,749.0 $1.3M 0.81% NEW $191.55 +8.4%
38 IVW ISHARES TR 10,141.0 $1.3M 0.78% NEW $123.26 +12.2%
39 IJH ISHARES TR 18,362.0 $1.2M 0.76% NEW $66.00 +13.1%
40 DFAI DIMENSIONAL ETF TRUST 30,717.0 $1.2M 0.73% NEW $38.11 +10.1%
Page 2 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%