13F Insight
DOSSIER · 13F-HR · Q1 2026

Ballew Advisors, Inc

Ballew's asset manager based in Greenwich, CT — $177M in tracked AUM across 118 positions as of Q1 2026.

B
Ballew·Greenwich, CT·Asset Manager
CIK 0001729096 · last filed Mar 31, 2026
Total AUM
$177M
▲ 16.1%
vs prior
Holdings
118
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Ballew Advisors, Inc 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$35M51K19.7%
02
CGGR
CAPITAL GROUP GROWTH ETF
$13M298K7.1%
03
TOTL
SSGA ACTIVE ETF TR
$11M273K6.1%
04
IJR
ISHARES TR
$7M53K3.9%
05
IEF
ISHARES TR
$5M55K3.0%
06
TLT
ISHARES TR
$5M55K2.7%
07
RDVY
FIRST TR EXCHANGE TRADED FD
$4M54K2.2%
08
AJG
GALLAGHER ARTHUR J & CO
$3M15K1.8%
09
PVAL
PUTNAM ETF TRUST
$3M65K1.8%
10
QQQ
INVESCO QQQ TR
$3M5K1.7%

Filing history

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