Ballast, Inc.

Q3 2025 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    134

  • Value ($000)

    $412,685

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0001730477
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VB

VANGUARD INDEX FDS

SMALL CP ETF
$42.58M
10 %

167,436

V
VO

VANGUARD INDEX FDS

MID CAP ETF
$40.15M
10 %

136,681

S
SPHQ

INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY
$26.58M
6 %

362,684

C
COWZ

PACER FDS TR

US CASH COWS 100
$19.01M
5 %

330,811

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$17.79M
4 %

249,328

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$17.40M
4 %

91,721

S
SHY

ISHARES TR

1 3 YR TREAS BD
$17.02M
4 %

205,111

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$16.87M
4 %

119,695

S
SPLV

INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL
$15.06M
4 %

205,011

A
AAPL

APPLE INC

COM
$13.56M
3 %

53,261

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