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Ballast Financial Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    west chester, PA
  • CIK
    0002109821
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

68

$97.53M
ISTB, SCHZ, SCHX, FNDF
13F-HR
May 13, 2026
000117266126001850

70

$97.12M
SCHX, SCHZ, ISTB, FNDF
13F-HR
Feb 17, 2026
000117266126001072