Balentine LLC - Portfolio overview

Balentine LLC has 249 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 22.31%
2. OMFL - INVESCO EXCH TRD SLF IDX FD, 12.45%
3. AGG - ISHARES TR, 11.76%

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

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