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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VO VANGUARD INDEX FDS 897.0 $260K 0.27% NEW $290.21 -73.0%
62 SPDW SPDR INDEX SHS FDS 5,680.0 $252K 0.26% NEW $44.41 +14.5%
63 NNE NANO NUCLEAR ENERGY INC Industrials 10,000.0 $240K 0.25% NEW $24.01 +14.0%
64 EWX SPDR INDEX SHS FDS 3,642.0 $239K 0.25% NEW $65.66 +14.2%
65 TBIL RBB FD INC 4,596.0 $229K 0.24% NEW $49.88 +0.2%
66 VXUS VANGUARD STAR FDS 3,007.0 $227K 0.23% NEW $75.44 +13.8%
67 XLU SELECT SECTOR SPDR TR 5,278.0 $225K 0.23% NEW $42.69 +5.7%
68 SCHD SCHWAB STRATEGIC TR 8,159.0 $224K 0.23% NEW $27.43 +18.7%
69 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 5,514.0 $214K 0.22% NEW $38.73 -14.5%
70 DFAU DIMENSIONAL ETF TRUST 4,336.0 $203K 0.21% NEW $46.80 +10.4%
Page 4 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%