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Ballast Rock Private Wealth LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    charleston, SC
  • CIK
    0002106928
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

177

$180.8M
AAPL, PGIM ETF TR, VTEC, CMF
13F-HR
Apr 16, 2026
000210692826000002

171

$160.01M
AAPL, PGIM ETF TR, VOO, SPY
13F-HR
Feb 4, 2026
000210692826000001
Ballast Rock Private Wealth Llc 13F Filings