13F Insight
DOSSIER · 13F-HR · Q2 2026

Ballew Advisors, Inc

$194M in tracked AUM across 129 positions as of Q2 2026.

BA
CIK 0001729096 · last filed Jun 30, 2026
Total AUM
$194M
as of Q2 2026
Holdings
129
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Ballew Advisors, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$38M51K19.7%02
CGGR
CAPITAL GROUP GROWTH ETF
$14M305K7.3%03
TOTL
SSGA ACTIVE ETF TR
$11M288K5.9%04
IJR
ISHARES TR
$8M53K4.0%05
IEF
ISHARES TR
$5M57K2.8%06
RDVY
FIRST TR EXCHANGE TRADED FD
$5M63K2.6%07
TLT
ISHARES TR
$5M57K2.5%08
PVAL
PUTNAM ETF TRUST
$5M93K2.5%09
AJG
GALLAGHER ARTHUR J & CO
$4M15K1.9%10
04609E103
INVESCO QQQ TR
$4M5K1.8%

Filing history

2026Q2Jun 30
$194M▲ 9.1%
129 positionsView →2026Q1Mar 31
$177M▼ 0.0%
118 positionsView →2025Q4Dec 31
$177M▼ 1.0%
120 positionsView →2025Q3Sep 30
$179M▲ 6.3%
122 positionsView →2025Q2Jun 30
$168M▲ 13.0%
112 positionsLocked2025Q1Mar 31
$149M▼ 4.9%
108 positionsLocked2024Q4Dec 31
$157M▲ 5.2%
104 positionsLocked2024Q3Sep 30
$149M▼ 1.3%
104 positionsLocked2024Q2Jun 30
$151M▲ 4.2%
109 positionsLocked2024Q1Mar 31
$145M▲ 8.9%
108 positionsLocked2023Q4Dec 31
$133M▲ 9.5%
103 positionsLocked2023Q3Sep 30
$121M▼ 12.2%
106 positionsLocked
Showing 12 of 33