Balanced Rock Investment Advisor - Q12026 Holdings

Balanced Rock Investment Advisor holds 96 stocks with a total portfolio value of $ 142.55M as of Q12026. In Q12026, Balanced Rock Investment Advisor added 6 new positions, increased stakes in 60 stocks, reduced 28 holdings, and fully exited 2 positions. The largest holding is Dimensional Etf Trust (DFSI), representing 6.36% of the total portfolio.