What does Ballast Rock Private Wealth LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Ballast Rock Private Wealth 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

APPLE INC

$8M32K4.4%

PGIM ETF TR

$7M137K3.9%

VANGUARD CALIF TAX FREE FDS

$5M50K2.7%

ISHARES TR

$5M85K2.7%

INNOVATOR ETFS TRUST

$4M132K2.4%

JANUS DETROIT STR TR

$4M83K2.3%

VANGUARD INDEX FDS

$4M6K2.1%

SCHWAB STRATEGIC TR

$4M137K1.9%

STATE STR SPDR S&P 500 ETF T

$3M5K1.9%

JPMORGAN CHASE & CO

$3M12K1.9%

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