Ball & Co Wealth Management Inc.
13F Portfolio Filings
Most recent 13F Q2 2026Location franklin, TNCIK 0002057075All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
74 | $142K | VIG, IWF, EFV, GQ9 | 13F-HR | Jul 31, 2026 | 000205707526000005 | ||
80 | $120K | VIG, EFV, IWF, GQ9 | 13F-HR | May 1, 2026 | 000205707526000004 | ||
78 | $156K | IWF, VIG, GQ9, EFV | 13F-HR | Jan 23, 2026 | 000205707526000001 | ||
89 | $151K | IWF, GQ9, VIG, AMLP | 13F-HR | Oct 24, 2025 | 000205707525000003 | ||
74 | $94K | USMV, IWF, GQ9, AMLP | 13F-HR | Jul 25, 2025 | 000190715725000033 | ||
71 | $94K | USMV, IWF, AMLP, GQ9 | 13F-HR | May 9, 2025 | 000184297425000011 | ||
150 | $126K | IWF, IWF, USMV, USMV | 13F-HR | Feb 19, 2025 | 000205707525000001 |