Ball & Co Wealth Management Inc.
13F Portfolio Filings
Most recent 13F
Q2 2025
Location
Franklin, TN
CIK
0002057075
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2025
74
93,857
USMV, IWF, GLD, AMLP
13F-HR
7/24/2025
000190715725000033
Q1 2025
71
93,305
USMV, IWF, AMLP, GLD
13F-HR
5/9/2025
000184297425000011
Q4 2024
75
125,669
IWF, USMV, AMLP, CGDV
13F-HR
2/19/2025
000205707525000001