Ball & Co Wealth Management
$147M 13F equity value
76 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Ball & Co Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 122,175 | $29M | 19.4% |
| EFV | ISHARES TR | 292,997 | $23M | 15.8% |
| IWF | ISHARES TR | 168,740 | $21M | 14.4% |
| GLD | SPDR GOLD TR | 48,876 | $19M | 12.7% |
| KSPY | KRANESHARES TRUST | 373,240 | $11M | 7.7% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 188,948 | $9M | 6.3% |
| AMLP | ALPS ETF TR | 138,782 | $7M | 4.9% |
| XLRE | SELECT SECTOR SPDR TR | 157,577 | $6M | 4.4% |
| AMGN | AMGEN INC | 14,270 | $6M | 4.1% |
| QTUM | ETF SER SOLUTIONS | 15,442 | $2M | 1.6% |
Track Ball & Co Wealth Management's 13F portfolio: $147M in reported holdings, 76 positions. Top holdings and quarterly changes on SentiSense.
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