BALLAST ADVISORS LLC - Portfolio overview

BALLAST ADVISORS LLC has 405 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHV - SCHWAB U.S. LARGE-CAP VALUE ETF, 9.98%
2. SCHX - SCHWAB U.S. LARGE-CAP ETF, 9.39%
3. SCHF - SCHWAB INTERNATIONAL, 8.22%

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

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