Ballast Financial Advisors LLC - Portfolio overview

Ballast Financial Advisors LLC has 68 reported holdings in this dataset, with the latest filing dated 2026-05-14.

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. ISTB - ISHARES TR, 11.16%
2. SCHZ - SCHWAB STRATEGIC TR, 11.11%
3. SCHX - SCHWAB STRATEGIC TR, 11.09%

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

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