Ballentine Capital Advisors, Inc

Q3 2025 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    26

  • Value ($000)

    $226,154

  • Date Filed
    10/21/2025
  • Form type
    13F-HR
  • CIK
    0002011580
  • 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
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$58.70M
26 %

1,521,781

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$30.09M
13 %

502,201

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$26.40M
12 %

338,069

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$19.56M
9 %

31,937

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$17.09M
8 %

532,849

D
DFIS

DIMENSIONAL ETF TRUST

INTL SMALL CAP E
25434V773
$15.46M
7 %

488,815

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$14.67M
7 %

296,520

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$9.70M
4 %

182,891

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$8.75M
4 %

274,857

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$8.32M
4 %

121,503

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 26