Ballast Advisors LLC - Q12026 Holdings

Ballast Advisors LLC holds 396 stocks with a total portfolio value of $ 343.98M as of Q12026. In Q12026, Ballast Advisors LLC added 228 new positions, increased stakes in 165 stocks, reduced 3 holdings, and fully exited 7 positions. The largest holding is Schwab U.S. Large-Cap Value Etf (SCHV), representing 10.60% of the total portfolio.