Ballew Advisors, Inc: 13F holdings
CIK 17290962026Q2
| Positions | 129 |
|---|
| Reported value | $193.5m |
|---|
| Filed | 2026-07-07 |
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Change since last quarter
| Positions | 129 (+11 vs prior quarter) |
|---|
| Reported value | $193.5m (+9.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 50,956 | $38.1m | 19.7% |
| CGGR CAPITAL GROUP GROWTH ETF | 304,720 | $14.2m | 7.3% |
| TOTL SSGA ACTIVE ETF TR | 288,031 | $11.3m | 5.9% |
| IJR ISHARES TR | 52,503 | $7.7m | 4.0% |
| IEF ISHARES TR | 56,898 | $5.4m | 2.8% |
| RDVY FIRST TR EXCHANGE TRADED FD | 62,732 | $5.0m | 2.6% |
| TLT ISHARES TR | 56,688 | $4.8m | 2.5% |
| PVAL PUTNAM ETF TRUST | 93,076 | $4.8m | 2.5% |
| AJG GALLAGHER ARTHUR J & CO | 14,915 | $3.8m | 1.9% |
| INVESCO QQQ TR | 4,961 | $3.5m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729096")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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