Ballast, Inc. - Portfolio overview
Ballast, Inc. has 139 reported holdings in this dataset, with the latest filing dated 2026-05-15.
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
- VB - VANGUARD INDEX FDS, 10.38%
- VO - VANGUARD INDEX FDS, 9.34%
- SPHQ - INVESCO EXCHANGE TRADED FD T, 6.51%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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