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Ballast Rock Private Wealth LLC

All holdings · as of Dec 31, 2025

171 positions

CompanyClassValueShares% of portfolio
BlackRock Enhanced Global Dividend Trust$144.6K12,3460.1%
Netflix Inc$203.6K2,1720.1%
INNOVATOR ETFS TRUST$207.3K6,4190.1%
ISHARES TR$210.4K1,0000.1%
INNOVATOR ETFS TRUST$214.5K4,7860.1%
INNOVATOR ETFS TRUST$218.2K6,6590.1%
INNOVATOR ETFS TRUST$222.8K5,1500.1%
SOUTHWEST AIRLINES CO$224.2K5,4000.1%
ORACLE CORP$229.4K1,1770.1%
SELECT SECTOR SPDR TR$230.5K1,9300.1%
ADVANCED MICRO DEVICES INC$234.9K1,0970.1%
WHEATON PRECIOUS METALS CORP$235.3K2,0020.1%
Neuberger Berman Energy Infrastructure & Income Fund Inc.$238.0K28,0000.1%
SPDR SERIES TRUST$238.9K9,2050.1%
INTEL CORP$243.5K6,6000.2%
TIDAL TRUST II$247.1K8,7880.2%
INNOVATOR ETFS TRUST$247.3K6,2540.2%
FIRST TR EXCHNG TRADED FD VI$254.0K5,8510.2%
DIMENSIONAL ETF TRUST$255.9K11,1740.2%
INNOVATOR ETFS TRUST$264.7K4,8080.2%
GRANITESHARES GOLD TR$265.7K6,2540.2%
JOHNSON & JOHNSON$267.2K1,2910.2%
Palo Alto Networks Inc$269.7K1,4640.2%
INNOVATOR ETFS TRUST$269.7K5,8090.2%
Vertiv Holdings Co$271.8K1,6770.2%
US BANCORP \DE$274.7K5,0980.2%
FIRST TR EXCHANGE-TRADED FD$277.5K6,0220.2%
INNOVATOR ETFS TRUST$279.9K9,3710.2%
DIMENSIONAL ETF TRUST$285.9K9,0300.2%
INVESCO EXCHANGE TRADED FD T$286.1K3,8120.2%
VANGUARD INTL EQUITY INDEX F$286.3K2,0300.2%
WISDOMTREE TR$292.3K3,2680.2%
VANGUARD MALVERN FDS$295.2K5,7230.2%
ISHARES TR$297.4K2,7000.2%
AbbVie Inc.$297.7K1,3030.2%
WISDOMTREE TR$301.9K6,0000.2%
INNOVATOR ETFS TRUST$307.8K9,9800.2%
ALAMOS GOLD INC NEW$309.0K8,0080.2%
iShares MSCI UAE ETF$311.5K13,5270.2%
SELECT SECTOR SPDR TR$313.6K5,7250.2%
SCHWAB STRATEGIC TR$313.8K11,4400.2%
SELECT SECTOR SPDR TR$314.4K7,7910.2%
SPDR S&P MIDCAP 400 ETF TR$324.0K5350.2%
ISHARES TR$337.7K7130.2%
CrowdStrike Holdings, Inc.$337.9K7210.2%
INNOVATOR ETFS TRUST$345.0K6,7960.2%
INNOVATOR ETFS TRUST$345.0K7,8550.2%
PACER FDS TR$348.3K7,7910.2%
FIDELITY COVINGTON TRUST$360.6K1,6050.2%
INVESCO EXCH TRADED FD TR II$363.6K10,3450.2%
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