Ballentine Partners, LLC - Portfolio overview

Ballentine Partners, LLC has 1143 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 Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 17.69%
2. ITOT - ISHARES TR, 13.31%
3. IEMG - ISHARES INC, 8.74%

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

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