Ball & Co Wealth Management Inc.: 13F holdings
CIK 20570752026Q2
| Positions | 74 |
|---|
| Reported value | $141.0m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 74 (-6 vs prior quarter) |
|---|
| Reported value | $141.0m (+18.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIG VANGUARD SPECIALIZED FUNDS | 122,288 | $28.9m | 20.5% |
| IWF ISHARES TR | 163,335 | $20.3m | 14.4% |
| EFV ISHARES TR | 257,929 | $19.7m | 14.0% |
| GLD SPDR GOLD TR | 42,775 | $15.8m | 11.2% |
| KRANESHARES TRUST | 373,902 | $11.0m | 7.8% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 196,983 | $9.7m | 6.9% |
| AMLP ALPS ETF TR | 136,894 | $7.1m | 5.0% |
| XLRE SELECT SECTOR SPDR TR | 156,849 | $6.9m | 4.9% |
| AMGN AMGEN INC | 14,353 | $5.2m | 3.7% |
| ETF OPPORTUNITIES TRUST | 133,666 | $3.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057075")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples