Ballast Rock Private Wealth LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Charleston, SC
CIK
0002106928
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
177
180,795
AAPL, PAAA, VTEC, CMF
13F-HR
4/16/2026
000210692826000002
Q4 2025
171
160,010
AAPL, PAAA, VOO, SPY
13F-HR
2/3/2026
000210692826000001