13F Insight
DOSSIER · 13F-HR · Q3 2026

Ballew Advisors, Inc

$201M in tracked AUM across 133 positions as of Q3 2026.

BA
CIK 0001729096 · last filed Sep 30, 2026
Total AUM
$201M
as of Q3 2026
Holdings
133
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Ballew Advisors, Inc filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$39M50K19.1%02
CGGR
CAPITAL GROUP GROWTH ETF
$15M312K7.4%03
TOTL
SSGA ACTIVE ETF TR
$12M325K6.0%04
IJR
ISHARES TR
$7M52K3.6%05
PVAL
PUTNAM ETF TRUST
$6M115K3.0%06
IEF
ISHARES TR
$6M66K2.9%07
RDVY
FIRST TR EXCHANGE TRADED FD
$6M73K2.9%08
TLT
ISHARES TR
$5M71K2.7%09
VNLA
JANUS DETROIT STR TR
$5M94K2.3%10
QQQ
INVESCO QQQ TR
$3M5K1.7%

Filing history

2026Q3Sep 30
$201M▲ 4.0%
133 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 34