Ballast Advisors LLC - Q42025 Holdings

Ballast Advisors LLC holds 175 stocks with a total portfolio value of $ 362.51M as of Q42025. In Q42025, Ballast Advisors LLC added 6 new positions, increased stakes in 55 stocks, reduced 63 holdings, and fully exited 11 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 9.44% of the total portfolio.