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Ballew Advisors, Inc

Q2 2026 13F Holdings

  • Location
    jackson, MS
  • Num holdings

    129

  • Value ($000)

    $193,518

  • Date Filed
    07/07/2026
  • Form type
    13F-HR
  • CIK
    0001729096
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$38.14M
20 %

50,956

C
CGGR

CAPITAL GROUP GROWTH ETF

SHS CREATION UNI
14020G101
$14.18M
7 %

304,720

T
TOTL

SSGA ACTIVE ETF TR

STATE STREET DOU
78467V848
$11.33M
6 %

288,031

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$7.69M
4 %

52,503

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$5.36M
3 %

56,898

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$5.03M
3 %

62,732

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$4.85M
3 %

56,688

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$4.81M
3 %

93,076

A
AJG

GALLAGHER ARTHUR J & CO

COM
363576109
$3.77M
2 %

14,915

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INVESCO QQQ TR

UNIT SER 1
04609E103
$3.54M
2 %

4,961

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