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Ballast Rock Private Wealth LLC

All holdings · as of Dec 31, 2025

171 positions

CompanyClassValueShares% of portfolio
ISHARES TR$906.4K17,8210.6%
VANGUARD MUN BD FDS$902.8K17,9510.6%
VANGUARD INDEX FDS$899.4K3,0990.6%
ISHARES TR$891.3K19,6100.6%
SELECT SECTOR SPDR TR$889.7K6,1800.6%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$885.3K14,5590.6%
SPDR SERIES TRUST$872.1K8,1730.5%
Ally Financial Inc.$815.2K18,0000.5%
VANGUARD SPECIALIZED FUNDS$785.8K3,5750.5%
DIMENSIONAL ETF TRUST$778.2K16,2290.5%
BERKSHIRE HATHAWAY INC DEL$754.8K10.5%
ISHARES TR$732.8K26,8410.5%
SPDR SERIES TRUST$731.4K24,9780.5%
INNOVATOR ETFS TRUST$730.1K13,7630.5%
ISHARES TR$715.9K3,3760.4%
MCDONALD'S CORP$682.8K2,2340.4%
PACER FDS TR$681.4K11,2100.4%
SELECT SECTOR SPDR TR$667.0K4,3000.4%
ISHARES TR$661.5K5,5040.4%
VANGUARD WHITEHALL FDS$641.3K4,4680.4%
VANGUARD INDEX FDS$640.3K2,4820.4%
INNOVATOR ETFS TRUST$629.0K13,1090.4%
JANUS DETROIT STR TR$624.0K13,6580.4%
VANGUARD CALIF TAX FREE FDS$619.3K6,1770.4%
MercadoLibre, Inc.$608.3K3020.4%
ISHARES TR$601.9K5,9200.4%
ALPS ETF TR$599.9K12,7590.4%
DIREXION SHS ETF TR$574.3K5,6140.4%
DIMENSIONAL ETF TRUST$564.3K14,8380.4%
INNOVATOR ETFS TRUST$559.4K14,0020.3%
VANGUARD INDEX FDS$559.1K1,1460.3%
SPDR SERIES TRUST$528.6K18,3290.3%
SELECT SECTOR SPDR TR$527.0K3,4040.3%
INNOVATOR ETFS TRUST$509.5K13,0250.3%
VANGUARD STAR FDS$509.5K6,7540.3%
SPDR SERIES TRUST$508.5K15,0400.3%
VANGUARD BD INDEX FDS$497.6K6,7170.3%
INNOVATOR ETFS TRUST$490.5K10,0790.3%
DIMENSIONAL ETF TRUST$487.8K14,9780.3%
Visa Inc$474.7K1,3540.3%
Chubb Ltd$469.6K1,5000.3%
INNOVATOR ETFS TRUST$465.8K11,4380.3%
Palantir Technologies Inc$464.8K2,6150.3%
SELECT SECTOR SPDR TR$460.7K10,3040.3%
DIMENSIONAL ETF TRUST$444.8K10,2410.3%
BlackRock MuniHoldings California Quality Fund, Inc.MUCClosed-End Fund$444.7K41,9530.3%
INNOVATOR ETFS TRUST$444.7K11,2330.3%
VANGUARD INTL EQUITY INDEX F$440.7K5,2710.3%
ISHARES TR$439.8K4,1060.3%
INNOVATOR ETFS TRUST$437.5K13,4310.3%
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