DOSSIER · 13F-HR · Q1 2026
Ball & Co Wealth Management Inc.
$120M in tracked AUM across 80 positions as of Q1 2026.
B&
CIK 0002057075 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Comprehensive Analysis of Ball & Co Wealth Management Inc. SEC 13F Filing
1. Portfolio Overview
Ball & Co Wealth Management Inc. reported a significant expansion in portfolio activity during the quarter ending December 31, 2025. The total portfolio value surged by 115.3%, rising from $72.11K to $155.28K. This dramatic increase is attributable not only to market performance but also to substantial capital inflows or a strategic reallocation of cash reserves into securities. The...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.