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DOSSIER · 13F-HR · Q2 2026

Ballast Financial Advisors LLC

$110M in tracked AUM across 71 positions as of Q2 2026.

BF
CIK 0002109821 · last filed Jun 30, 2026
Total AUM
$110M
as of Q2 2026
Holdings
71
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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