Institutions / Ball & Co Wealth Management Inc.
Ball & Co Wealth Management Inc.
CIK 2057075 · Institution · as of Dec 31, 2025
Portfolio value
$155.3K
Positions
78
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 78 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $32.4K | 20.8% |
| Vanguard Specialized Funds | $27.4K | 17.6% |
| SPDR Gold Tr | $19.3K | 12.4% |
| iShares Tr | $10.5K | 6.7% |
| Capital Group Dividend Value | $9.3K | 6.0% |
| Select Sector SPDR Tr | $7.0K | 4.5% |
| Alps ETF Tr | $6.9K | 4.4% |
| Series Portfolios Tr | $6.8K | 4.4% |
| iShares MSCI UAE ETF | $6.8K | 4.4% |
| Series Portfolios Tr | $6.7K | 4.3% |
| Amgen Inc | $4.6K | 3.0% |
| iShares Silver Tr | $4.1K | 2.6% |
| Select Sector SPDR Tr | $3.2K | 2.0% |
| iShares Tr | $1.2K | 0.8% |
| Fidelity Covington Trust | $1.2K | 0.8% |
| Gilead Sciences, Inc. | $925 | 0.6% |
| Apple Inc. | $777 | 0.5% |
| Fidelity Covington Trust | $707 | 0.5% |
| Invesco Qqq Tr | $560 | 0.4% |
| SPDR S&P 500 ETF Tr | $558 | 0.4% |
| Fidelity Covington Trust | $555 | 0.4% |
| AbbVie Inc. | $511 | 0.3% |
| Fidelity Covington Trust | $467 | 0.3% |
| Fidelity Covington Trust | $361 | 0.2% |
| Alphabet Inc. | $315 | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.