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Ballast Rock Private Wealth

Latest statistics and disclosures from Ballast Rock Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are PAAA, JAAA, AAPL, VTEC, BALT, and represent 19.39% of Ballast Rock Private Wealth's stock portfolio.
Added to shares of these 10 stocks: PAAA (+$6.1M), JAAA (+$5.9M), IYR, IJH, VO, VUG, FEOE, IWF, JQUA, BLCR.
Started 18 new stock positions in FTEC, IDEF, IYR, CMI, JBND, PANW, STX, VOT, BLCR, SDOG. VGT, AGG, BAI, SMLF, IWD, CAT, HACK, VEU.
Reduced shares in these 10 stocks: CMF, XLE, EFA, AMZN, POCT, XDQQ, NFLX, SCHO, LRCX, SFLR.
Sold out of its positions in POCT, XDQQ, NFLX.
Ballast Rock Private Wealth was a net buyer of stock by $18M.
Ballast Rock Private Wealth has $217M in assets under management (AUM), dropping by 19.77%.
Central Index Key (CIK): 0002106928

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Portfolio Holdings for Ballast Rock Private Wealth

Ballast Rock Private Wealth holds 192 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pgim Etf Tr Aaa Clo Etf (PAAA)	6.1	$13M	+86%	256k	51.47	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.7	$10M	+140%	199k	50.69	View chart
Apple (AAPL)	4.3	$9.2M		32k	289.36	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	2.3	$5.0M		50k	100.60	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	2.0	$4.4M		129k	34.27	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.0	$4.4M	+10%	60k	72.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$4.3M		6.3k	686.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$4.1M	+2%	5.4k	748.63	View chart
Lam Research Corp Com New (LRCX)	1.9	$4.1M	-3%	9.4k	433.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$4.0M		137k	29.43	View chart
JPMorgan Chase & Co. (JPM)	1.8	$3.8M		12k	327.34	View chart
Applied Materials (AMAT)	1.7	$3.8M		5.2k	723.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$3.6M		4.8k	748.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$3.5M		4.7k	737.21	View chart
NVIDIA Corporation (NVDA)	1.6	$3.4M		17k	200.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.5	$3.2M	+4%	117k	27.70	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	1.4	$3.1M	-35%	54k	57.64	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.4	$3.1M		60k	51.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$3.1M		8.4k	370.03	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.3	$2.8M	+8%	8.3k	338.72	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.3	$2.7M	+11%	29k	93.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$2.7M		7.6k	357.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.2	$2.7M	+88%	35k	77.11	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.1	$2.4M	-5%	101k	24.14	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	1.1	$2.3M		56k	42.21	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$2.1M	-4%	5.7k	368.35	View chart
Microsoft Corporation (MSFT)	1.0	$2.1M		5.6k	373.03	View chart
American Centy Etf Tr Calif Mun Bd Etf (CATF)	1.0	$2.1M	+4%	42k	50.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.9	$2.0M		26k	76.70	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$1.9M	+26%	28k	68.01	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.8	$1.8M	-5%	47k	38.60	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$1.7M		16k	106.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.7M		17k	96.58	View chart
Amazon (AMZN)	0.7	$1.6M	-23%	6.6k	238.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.6M		5.2k	300.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.7	$1.5M		36k	43.04	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.7	$1.5M		60k	25.52	View chart
Charles Schwab Corporation (SCHW)	0.7	$1.5M		17k	92.27	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.7	$1.5M		7.7k	190.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$1.5M		21k	68.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$1.4M		6.7k	212.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$1.4M		10k	137.54	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.4M	+12%	17k	82.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.4M		6.2k	217.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.6	$1.3M		27k	47.77	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.6	$1.3M	NEW	13k	102.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.3M		44k	28.96	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.6	$1.3M		7.2k	173.52	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$1.2M		29k	41.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.2M		5.0k	236.62	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.5	$1.1M		11k	101.31	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.5	$1.1M	+34%	35k	30.76	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.5	$1.1M	+4%	96k	11.04	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$1.0M	+10%	10k	100.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.0M	+14%	3.4k	303.12	View chart
Innovator Etfs Trust Equi Du Di 5 Etf (DDSQ)	0.5	$1.0M	+61%	48k	21.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$1.0M	+303%	13k	80.57	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.5	$986k		9.2k	106.93	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$984k	+4%	9.1k	107.62	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.5	$975k		8.2k	118.98	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$927k	-4%	18k	51.05	View chart
Intel Corporation (INTC)	0.4	$923k		6.6k	139.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$917k		18k	50.58	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.4	$861k		15k	57.63	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.4	$860k	+122%	16k	53.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$826k		5.6k	148.31	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$797k		4.3k	185.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$796k		9.3k	85.49	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.4	$779k		16k	47.75	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$774k		8.7k	89.01	View chart
Ishares Tr Faln Angls Usd (FALN)	0.4	$773k		28k	27.24	View chart
Applovin Corp Com Cl A (APP)	0.4	$773k		1.5k	515.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$769k		3.4k	227.03	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$749k		1.00	748850.00	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.3	$741k		22k	33.46	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$740k	+7%	15k	48.92	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$698k		13k	53.26	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$692k		11k	62.20	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$692k		1.9k	365.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$689k	-2%	4.4k	158.02	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.3	$685k		5.6k	122.01	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$662k		13k	51.85	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.3	$648k	+2%	19k	33.87	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.3	$644k		11k	58.87	View chart
Advanced Micro Devices (AMD)	0.3	$633k		1.1k	580.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$615k		2.8k	219.43	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.3	$613k		12k	52.64	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.3	$613k		15k	42.25	View chart
McDonald's Corporation (MCD)	0.3	$603k		2.2k	270.31	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.3	$595k		14k	41.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$592k	+500%	6.9k	86.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$574k		13k	43.06	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$573k	+7%	6.1k	94.57	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$562k		1.7k	334.75	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$557k	-3%	14k	40.21	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$550k		721.00	762.88	View chart
Bristol Myers Squibb (BMY)	0.3	$549k	+4%	9.5k	57.62	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$534k	+26%	11k	48.68	View chart
MercadoLibre (MELI)	0.2	$525k		309.00	1697.39	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$520k	-3%	3.3k	158.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$519k	+468%	4.2k	124.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$517k	+27%	13k	41.30	View chart
Chubb (CB)	0.2	$514k		1.5k	341.76	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$507k	-71%	9.5k	53.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$504k	+2%	6.9k	73.41	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.2	$495k		9.5k	51.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$490k	+29%	11k	43.23	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.2	$490k		16k	30.45	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$489k		26k	19.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$480k		1.4k	353.37	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$478k		10k	46.63	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$476k	+3%	11k	42.20	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$476k		5.4k	88.55	View chart
Visa Com Cl A (V)	0.2	$466k		1.4k	343.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$458k		9.3k	49.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$457k		6.4k	71.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.2	$452k		10k	43.71	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.2	$448k		9.9k	45.33	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.2	$441k	+33%	14k	32.14	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$427k		4.2k	102.30	View chart
Goldman Sachs (GS)	0.2	$422k		417.00	1012.16	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$420k		6.0k	69.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$410k	+2%	13k	31.71	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.2	$406k		7.8k	52.11	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$399k	NEW	7.9k	50.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$399k	-74%	3.8k	103.88	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$394k		17k	23.44	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.2	$394k		7.8k	50.61	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$391k		6.6k	58.98	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$386k		8.9k	43.30	View chart
Newmont Mining Corporation (NEM)	0.2	$385k		4.1k	93.40	View chart
Broadcom (AVGO)	0.2	$379k	+2%	1.0k	377.79	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$362k		6.7k	54.31	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.2	$358k	-3%	12k	29.01	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$348k	-6%	3.9k	90.11	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$336k	NEW	3.8k	89.13	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$329k		14k	23.52	View chart
Abbvie (ABBV)	0.2	$329k		1.3k	251.55	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$329k	NEW	6.2k	52.72	View chart
Johnson & Johnson (JNJ)	0.2	$327k		1.3k	254.03	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$325k		461.00	705.26	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$321k		2.0k	156.93	View chart
Us Bancorp Com New (USB)	0.1	$320k	+2%	5.3k	60.92	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$319k		3.0k	107.13	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$313k		3.3k	95.62	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$311k	-13%	7.1k	44.03	View chart
Innovator Etfs Trust Us Equity Accele (XDSQ)	0.1	$305k	-26%	7.1k	42.96	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$302k		6.0k	50.35	View chart
Palantir Technologies Cl A (PLTR)	0.1	$302k	+4%	2.6k	116.67	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.1	$300k		5.8k	51.29	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$300k	-21%	3.5k	86.42	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$298k		2.7k	110.35	View chart
Palo Alto Networks (PANW)	0.1	$295k	NEW	864.00	341.02	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$293k		8.6k	34.12	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$292k		6.1k	48.18	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$288k	-4%	8.7k	33.21	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$286k	-6%	5.8k	49.55	View chart
Neuberger Berman Mlp Income (NML)	0.1	$284k		28k	10.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$284k	-8%	13k	22.78	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$283k		11k	26.16	View chart
Southwest Airlines (LUV)	0.1	$279k		5.4k	51.60	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$278k		2.9k	94.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$277k		5.7k	48.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$266k		5.9k	45.52	View chart
Innovator Etfs Trust Equi Dual 10 Jan (DDTJ)	0.1	$266k		13k	20.09	View chart
Constellation Energy (CEG)	0.1	$265k		1.1k	248.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$256k	NEW	1.1k	242.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$250k	NEW	2.5k	98.98	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$248k	NEW	2.4k	104.95	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$247k		6.3k	39.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$247k		494.00	500.39	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$246k	+15%	5.2k	47.35	View chart
Alamos Gold Com Cl A (AGI)	0.1	$243k		8.0k	30.34	View chart
Cummins (CMI)	0.1	$238k	NEW	333.00	713.21	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$234k		6.7k	35.12	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$231k	NEW	4.3k	53.49	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$230k	NEW	750.00	306.50	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$228k	NEW	236.00	965.09	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$225k		2.0k	112.32	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$223k		5.8k	38.65	View chart
Innovator Etfs Trust Intl De Pwr Dece (IDEC)	0.1	$220k		6.4k	34.32	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.1	$217k	-16%	7.2k	29.91	View chart
Costco Wholesale Corporation (COST)	0.1	$217k		231.00	937.04	View chart
Caterpillar (CAT)	0.1	$213k	NEW	200.00	1064.90	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$211k	NEW	737.00	285.58	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$209k	NEW	3.1k	68.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$207k	NEW	1.7k	119.55	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$205k	NEW	2.5k	83.74	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.1	$203k		7.9k	25.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$202k	-13%	2.1k	96.42	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$200k	NEW	6.3k	31.78	View chart
BlackRock Global Opportunities Equity Tr (BOE)	0.1	$149k		12k	12.09	View chart

Past Filings by Ballast Rock Private Wealth

SEC 13F filings are viewable for Ballast Rock Private Wealth going back to 2025

Ballast Rock Private Wealth 2026 Q2 filed Aug. 10, 2026
Ballast Rock Private Wealth 2026 Q1 filed April 16, 2026
Ballast Rock Private Wealth 2025 Q4 filed Feb. 4, 2026

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