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Home > Institutional Investor > Ballast Rock Private Wealth Llc > Profile

Instuitional Investor - Ballast Rock Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Ballast Rock Private Wealth Llc
Portfolio Value $180,795,578
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 31,574 $8,013,235 4.43%
2.
Pgim Etf Tr - AAA CLO ETF
 137,407 $7,060,521 3.91%
3.
Vanguard Calif Tax Free Fds
 49,652 $4,919,527 2.72%
4.
Ishares Tr - CALIF MUN BD ETF
 84,568 $4,808,556 2.66%
5.
Blue Buffalo Pet Products Inc.
 BUFF 131,547 $4,402,206 2.43%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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