CIK 1803415
BALLAST ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
175
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–175 of 175
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NZAC | SPDR INDEX SHS FDS | 948 | $15K–$50K | SH |
| IHI | ISHARES TR | 630 | $15K–$50K | SH |
| TIP | ISHARES TR | 331 | $15K–$50K | SH |
| XBI | SPDR SERIES TRUST | 295 | $15K–$50K | SH |
| IBDT | ISHARES TR | 1K | $15K–$50K | SH |
| TFI | SPDR SERIES TRUST | 647 | $15K–$50K | SH |
| JNK | SPDR SERIES TRUST | 290 | $15K–$50K | SH |
| VOO | VANGUARD INDEX FDS | 40 | $15K–$50K | SH |
| FNDE | SCHWAB STRATEGIC TR | 663 | $15K–$50K | SH |
| CMF | ISHARES TR | 410 | $15K–$50K | SH |
| DSI | ISHARES TR | 137 | $15K–$50K | SH |
| XLF | SELECT SECTOR SPDR TR | 317 | $15K–$50K | SH |
| VB | VANGUARD INDEX FDS | 64 | $15K–$50K | SH |
| XLV | SELECT SECTOR SPDR TR | 95 | $1K–$15K | SH |
| IJK | ISHARES TR | 150 | $1K–$15K | SH |
| XLE | SELECT SECTOR SPDR TR | 300 | $1K–$15K | SH |
| SCHR | SCHWAB STRATEGIC TR | 474 | $1K–$15K | SH |
| VOE | VANGUARD INDEX FDS | 45 | $1K–$15K | SH |
| VOT | VANGUARD INDEX FDS | 26 | $1K–$15K | SH |
| IJS | ISHARES TR | 60 | $1K–$15K | SH |
| EEM | ISHARES TR | 119 | $1K–$15K | SH |
| ITA | ISHARES TR | 11 | $1K–$15K | SH |
| XLC | SELECT SECTOR SPDR TR | 19 | $1K–$15K | SH |
| SPYD | SPDR SERIES TRUST | 38 | $1K–$15K | SH |
| XLY | SELECT SECTOR SPDR TR | 12 | $1K–$15K | SH |