What does Balanced Rock Investment Advisors LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Balanced Rock Investment Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$9M214K6.4%

MORGAN STANLEY ETF TRUST

$8M154K5.5%

PIMCO EQUITY SER

$6M149K4.4%

ISHARES TR

$6M104K4.0%

INVESCO EXCHANGE TRADED FD T

$5M68K3.6%

ISHARES TR

$5M36K3.6%

ISHARES TR

$5M62K3.3%

DIMENSIONAL ETF TRUST

$5M176K3.3%

ISHARES TR

$4M45K3.0%

DIMENSIONAL ETF TRUST

$4M89K2.6%

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