Ball & Co Wealth Management Inc. - Portfolio overview

Ball & Co Wealth Management Inc. has 92 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 22.32%
2. EFV - ISHARES TR, 15.58%
3. IWF - ISHARES TR, 11.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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