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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 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEM NEWMONT CORP Basic Materials 4,173.0 $452K 0.25% $108.25 +3.1%
102 VGK VANGUARD INTL EQUITY INDEX F 5,310.0 $438K 0.24% +39.0 +0.7% $82.43 +8.6%
103 PAPR INNOVATOR ETFS TRUST 10,875.0 $433K 0.24% -2K -16.5% $39.80 +5.8%
104 PJAN INNOVATOR ETFS TRUST 9,250.0 $427K 0.24% NEW $46.13 +6.9%
105 DFSU DIMENSIONAL ETF TRUST 10,241.0 $421K 0.23% $41.09 +12.8%
106 VRT VERTIV HOLDINGS CO Industrials 1,678.0 $420K 0.23% $250.52 +29.3%
107 UJAN INNOVATOR ETFS TRUST 9,879.0 $420K 0.23% +5K +91.8% $42.51 +6.2%
108 GCOW PACER FDS TR 8,920.0 $412K 0.23% $46.24 +0.2%
109 V VISA INC Financial Services 1,344.0 $406K 0.23% -10.0 -0.7% $302.25 +8.0%
110 VEA VANGUARD TAX-MANAGED FDS 6,310.0 $404K 0.22% $64.08 +12.0%
111 DFSB DIMENSIONAL ETF TRUST 7,794.0 $403K 0.22% $51.74 +0.5%
112 VGIT VANGUARD SCOTTSDALE FDS 6,736.0 $401K 0.22% +39.0 +0.6% $59.55 -1.0%
113 BJUN INNOVATOR ETFS TRUST 8,647.0 $400K 0.22% $46.25 +5.7%
114 PMAY INNOVATOR ETFS TRUST 9,813.0 $392K 0.22% -1K -12.6% $39.94 +3.3%
115 AOR ISHARES TR 6,019.0 $387K 0.21% $64.35 +7.8%
116 GOOG ALPHABET INC Communication Services 1,345.0 $386K 0.21% $286.83 +34.2%
117 SPHY SPDR SERIES TRUST 16,531.0 $385K 0.21% +225.0 +1.4% $23.32 +0.7%
118 SCHD SCHWAB STRATEGIC TR 12,552.0 $385K 0.21% +1K +9.7% $30.68 +6.5%
119 XDSQ INNOVATOR ETFS TRUST 9,697.0 $384K 0.21% +270.0 +2.9% $39.58 +7.7%
120 TLT ISHARES TR 4,393.0 $381K 0.21% -406.0 -8.5% $86.69 -1.9%
Page 6 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%