Viewing historical filing for 2025Q3. View latest →
DOSSIER · 13F-HR · Q1 2026

BALLAST ADVISORS LLC

$344M in tracked AUM across 401 positions as of Q1 2026.

BA
CIK 0001803415 · last filed Mar 31, 2026
Total AUM
$344M
as of Q1 2026
Holdings
401
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…