Balanced Rock Investment Advisor - Q42025 Holdings

Balanced Rock Investment Advisor holds 92 stocks with a total portfolio value of $ 140.7M as of Q42025. In Q42025, Balanced Rock Investment Advisor added 1 new position, increased stakes in 50 stocks, reduced 37 holdings, and fully exited 5 positions. The largest holding is Dimensional Etf Trust (DFSI), representing 6.55% of the total portfolio.