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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 8 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 INNOVATOR ETFS TRUST 10,253.0 $298K 0.17% NEW $29.09
142 SHV ISHARES TR 2,700.0 $298K 0.17% $110.39 -0.1%
143 CEG CONSTELLATION ENERGY CORP Utilities 1,065.0 $297K 0.16% $279.24 +8.0%
144 VANGUARD MALVERN FDS 5,772.0 $294K 0.16% +49.0 +0.9% $51.00
145 NML NEUBERGER ENGY INFRSTR & INC Financial Services 28,000.0 $294K 0.16% $10.51 -2.5%
146 INTC INTEL CORP Technology 6,600.0 $291K 0.16% $44.13 +179.9%
147 BAR GRANITESHARES GOLD TR Financial Services 6,257.0 $289K 0.16% $46.13 -3.8%
148 DGRW WISDOMTREE TR 3,268.0 $287K 0.16% $87.84 +9.7%
149 IAPR INNOVATOR ETFS TRUST 9,062.0 $287K 0.16% -918.0 -9.2% $31.67 +4.6%
150 ISHARES TR 6,173.0 $285K 0.16% -13K -68.5% $46.23
151 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 461.0 $285K 0.16% -74.0 -13.8% $617.89 +10.2%
152 FVD FIRST TR EXCHANGE-TRADED FD 6,037.0 $284K 0.16% $47.03 +1.6%
153 ABBV ABBVIE INC Healthcare 1,300.0 $283K 0.16% $217.43 -2.0%
154 VT VANGUARD INTL EQUITY INDEX F 2,035.0 $281K 0.16% $138.29 +13.8%
155 CRWD CROWDSTRIKE HLDGS INC Technology 721.0 $281K 0.16% $390.28 +72.1%
156 DIHP DIMENSIONAL ETF TRUST 8,669.0 $279K 0.15% -361.0 -4.0% $32.22 +6.5%
157 MBB ISHARES TR 2,940.0 $279K 0.15% NEW $94.95 -0.7%
158 USB US BANCORP Financial Services 5,147.0 $270K 0.15% +49.0 +1.0% $52.53 +5.1%
159 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,002.0 $262K 0.14% $131.03 -3.4%
160 PJUL INNOVATOR ETFS TRUST 5,674.0 $261K 0.14% -135.0 -2.3% $45.97 +5.4%
Page 8 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%