Ballast Financial Advisors LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
West Chester, PA
CIK
0002109821
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
68
97,531
ISTB, SCHZ, SCHX, FNDF
13F-HR
5/13/2026
000117266126001850
Q4 2025
70
97,118
SCHX, SCHZ, ISTB, FNDF
13F-HR
2/17/2026
000117266126001072