Ballast Rock Private Wealth LLC Diversified Active

CIK: 0002106928 · Show all filings

Period: Q4 2025

Filing Date: Feb 4, 2026

Total Value ($000): $160,010 (100.0% shares, 0.0% debt)

Holdings (171)

AAPL APPLE INC 5.0%
Value ($000) $7,965 Shares 29,299 Est. Cost $268.34 Unrealized 0.0%
PAAA PGIM ETF TR 2.8%
Value ($000) $4,559 Shares 88,942 Est. Cost $51.26 Unrealized
VOO VANGUARD INDEX FDS 2.4%
Value ($000) $3,854 Shares 6,145 Est. Cost $627.17 Unrealized
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $3,820 Shares 5,585 Est. Cost $683.96 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $3,788 Shares 7,833 Est. Cost $500.58 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 2.3%
Value ($000) $3,729 Shares 11,574 Est. Cost $309.53 Unrealized 0.0%
SCHX SCHWAB STRATEGIC TR 2.3%
Value ($000) $3,672 Shares 136,460 Est. Cost $26.91 Unrealized
IVV ISHARES TR 2.0%
Value ($000) $3,266 Shares 4,769 Est. Cost $684.92 Unrealized
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $3,007 Shares 16,121 Est. Cost $186.13 Unrealized 0.0%
DFAU DIMENSIONAL ETF TRUST 1.9%
Value ($000) $2,962 Shares 63,294 Est. Cost $46.80 Unrealized
BALT INNOVATOR ETFS TRUST 1.8%
Value ($000) $2,928 Shares 87,379 Est. Cost $33.51 Unrealized
QQQ INVESCO QQQ TR 1.7%
Value ($000) $2,799 Shares 4,557 Est. Cost $614.30 Unrealized
SVIX VS TRUST 1.7%
Value ($000) $2,748 Shares 113,400 Est. Cost $24.23 Unrealized
VTI VANGUARD INDEX FDS 1.7%
Value ($000) $2,698 Shares 8,048 Est. Cost $335.26 Unrealized
GLD SPDR GOLD TR 1.5%
Value ($000) $2,407 Shares 6,074 Est. Cost $396.29 Unrealized
DFCF DIMENSIONAL ETF TRUST 1.5%
Value ($000) $2,354 Shares 55,315 Est. Cost $42.56 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $2,339 Shares 37,021 Est. Cost $63.18 Unrealized
CMF ISHARES TR 1.4%
Value ($000) $2,308 Shares 40,165 Est. Cost $57.46 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $2,235 Shares 7,141 Est. Cost $285.60 Unrealized 0.0%
JAAA JANUS DETROIT STR TR 1.4%
Value ($000) $2,206 Shares 43,613 Est. Cost $50.58 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.3%
Value ($000) $2,034 Shares 22,246 Est. Cost $91.45 Unrealized
SCHF SCHWAB STRATEGIC TR 1.2%
Value ($000) $1,898 Shares 78,937 Est. Cost $24.04 Unrealized
SCHO SCHWAB STRATEGIC TR 1.2%
Value ($000) $1,841 Shares 75,549 Est. Cost $24.37 Unrealized
CALI BLACKROCK ETF TRUST II 1.1%
Value ($000) $1,746 Shares 34,595 Est. Cost $50.46 Unrealized
SUB ISHARES TR 1.1%
Value ($000) $1,730 Shares 16,216 Est. Cost $106.70 Unrealized
LRCX LAM RESEARCH CORP 1.0%
Value ($000) $1,659 Shares 9,679 Est. Cost $155.36 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 1.0%
Value ($000) $1,659 Shares 16,600 Est. Cost $94.74 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 1.0%
Value ($000) $1,570 Shares 20,164 Est. Cost $77.88 Unrealized
IEFA ISHARES TR 1.0%
Value ($000) $1,539 Shares 17,205 Est. Cost $89.46 Unrealized
GMAY FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $1,476 Shares 35,739 Est. Cost $41.29 Unrealized
SPAB SPDR SERIES TRUST 0.9%
Value ($000) $1,469 Shares 57,053 Est. Cost $25.75 Unrealized
SFLR INNOVATOR ETFS TRUST 0.9%
Value ($000) $1,465 Shares 39,715 Est. Cost $36.88 Unrealized
VONE VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $1,429 Shares 4,623 Est. Cost $309.04 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $1,372 Shares 7,183 Est. Cost $191.00 Unrealized
AMAT APPLIED MATLS INC 0.8%
Value ($000) $1,343 Shares 5,224 Est. Cost $239.49 Unrealized 0.0%
IWM ISHARES TR 0.8%
Value ($000) $1,314 Shares 5,336 Est. Cost $246.17 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $1,293 Shares 6,749 Est. Cost $191.55 Unrealized
IVW ISHARES TR 0.8%
Value ($000) $1,250 Shares 10,141 Est. Cost $123.26 Unrealized
IJH ISHARES TR 0.8%
Value ($000) $1,212 Shares 18,362 Est. Cost $66.00 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.7%
Value ($000) $1,171 Shares 30,717 Est. Cost $38.11 Unrealized
EEM ISHARES TR 0.7%
Value ($000) $1,160 Shares 21,197 Est. Cost $54.71 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,148 Shares 43,774 Est. Cost $26.23 Unrealized
VTES VANGUARD WELLINGTON FD 0.7%
Value ($000) $1,114 Shares 10,969 Est. Cost $101.57 Unrealized
EMB ISHARES TR 0.7%
Value ($000) $1,107 Shares 11,500 Est. Cost $96.28 Unrealized
DXJ WISDOMTREE TR 0.7%
Value ($000) $1,097 Shares 7,610 Est. Cost $144.16 Unrealized
IEMG ISHARES INC 0.6%
Value ($000) $1,036 Shares 15,412 Est. Cost $67.22 Unrealized
APP APPLOVIN CORP 0.6%
Value ($000) $1,011 Shares 1,500 Est. Cost $630.10 Unrealized 0.0%
PMAR INNOVATOR ETFS TRUST 0.6%
Value ($000) $990 Shares 22,036 Est. Cost $44.94 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $989 Shares 4,287 Est. Cost $228.79 Unrealized 0.0%
XME SPDR SERIES TRUST 0.6%
Value ($000) $956 Shares 9,223 Est. Cost $103.61 Unrealized
FLOT ISHARES TR 0.6%
Value ($000) $906 Shares 17,821 Est. Cost $50.86 Unrealized
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $903 Shares 17,951 Est. Cost $50.29 Unrealized
VO VANGUARD INDEX FDS 0.6%
Value ($000) $899 Shares 3,099 Est. Cost $290.21 Unrealized
IQLT ISHARES TR 0.6%
Value ($000) $891 Shares 19,610 Est. Cost $45.45 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $890 Shares 6,180 Est. Cost $143.96 Unrealized
DYNF BLACKROCK ETF TRUST 0.6%
Value ($000) $885 Shares 14,559 Est. Cost $60.81 Unrealized
SPYG SPDR SERIES TRUST 0.5%
Value ($000) $872 Shares 8,173 Est. Cost $106.71 Unrealized
ALLY ALLY FINL INC 0.5%
Value ($000) $815 Shares 18,000 Est. Cost $40.80 Unrealized 0.0%
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $786 Shares 3,575 Est. Cost $219.79 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.5%
Value ($000) $778 Shares 16,229 Est. Cost $47.95 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $755 Shares 1 Est. Cost $746423.56 Unrealized 0.0%
FALN ISHARES TR 0.5%
Value ($000) $733 Shares 26,841 Est. Cost $27.30 Unrealized
SPTS SPDR SERIES TRUST 0.5%
Value ($000) $731 Shares 24,978 Est. Cost $29.28 Unrealized
BMAR INNOVATOR ETFS TRUST 0.5%
Value ($000) $730 Shares 13,763 Est. Cost $53.05 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $716 Shares 3,376 Est. Cost $212.06 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $683 Shares 2,234 Est. Cost $305.09 Unrealized 0.0%
COWZ PACER FDS TR 0.4%
Value ($000) $681 Shares 11,210 Est. Cost $60.79 Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $667 Shares 4,300 Est. Cost $155.12 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $662 Shares 5,504 Est. Cost $120.19 Unrealized
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $641 Shares 4,468 Est. Cost $143.52 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $640 Shares 2,482 Est. Cost $257.97 Unrealized
BAPR INNOVATOR ETFS TRUST 0.4%
Value ($000) $629 Shares 13,109 Est. Cost $47.98 Unrealized
JMBS JANUS DETROIT STR TR 0.4%
Value ($000) $624 Shares 13,658 Est. Cost $45.69 Unrealized
VTEC VANGUARD CALIF TAX FREE FDS 0.4%
Value ($000) $619 Shares 6,177 Est. Cost $100.26 Unrealized
MELI MERCADOLIBRE INC 0.4%
Value ($000) $608 Shares 302 Est. Cost $2100.46 Unrealized 0.0%
TLH ISHARES TR 0.4%
Value ($000) $602 Shares 5,920 Est. Cost $101.68 Unrealized
AMLP ALPS ETF TR 0.4%
Value ($000) $600 Shares 12,759 Est. Cost $47.02 Unrealized
QQQE DIREXION SHS ETF TR 0.4%
Value ($000) $574 Shares 5,614 Est. Cost $102.30 Unrealized
DUHP DIMENSIONAL ETF TRUST 0.4%
Value ($000) $564 Shares 14,838 Est. Cost $38.03 Unrealized
UMAR INNOVATOR ETFS TRUST 0.3%
Value ($000) $559 Shares 14,002 Est. Cost $39.95 Unrealized
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $559 Shares 1,146 Est. Cost $487.91 Unrealized
SPTI SPDR SERIES TRUST 0.3%
Value ($000) $529 Shares 18,329 Est. Cost $28.84 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $527 Shares 3,404 Est. Cost $154.81 Unrealized
PAPR INNOVATOR ETFS TRUST 0.3%
Value ($000) $510 Shares 13,025 Est. Cost $39.12 Unrealized
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $510 Shares 6,754 Est. Cost $75.44 Unrealized
SPIB SPDR SERIES TRUST 0.3%
Value ($000) $508 Shares 15,040 Est. Cost $33.81 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $498 Shares 6,717 Est. Cost $74.08 Unrealized
BFEB INNOVATOR ETFS TRUST 0.3%
Value ($000) $491 Shares 10,079 Est. Cost $48.67 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.3%
Value ($000) $488 Shares 14,978 Est. Cost $32.57 Unrealized
V VISA INC 0.3%
Value ($000) $475 Shares 1,354 Est. Cost $340.38 Unrealized 0.0%
CB CHUBB LIMITED 0.3%
Value ($000) $470 Shares 1,500 Est. Cost $292.40 Unrealized 0.0%
PFEB INNOVATOR ETFS TRUST 0.3%
Value ($000) $466 Shares 11,438 Est. Cost $40.72 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $465 Shares 2,615 Est. Cost $181.03 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $461 Shares 10,304 Est. Cost $44.71 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $445 Shares 10,241 Est. Cost $43.43 Unrealized
BLACKROCK MUNIHLDNGS CALI QL 0.3%
Value ($000) $445 Shares 41,953 Est. Cost $10.60 Unrealized
PMAY INNOVATOR ETFS TRUST 0.3%
Value ($000) $445 Shares 11,233 Est. Cost $39.59 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $441 Shares 5,271 Est. Cost $83.62 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $440 Shares 4,106 Est. Cost $107.12 Unrealized
ZALT INNOVATOR ETFS TRUST 0.3%
Value ($000) $437 Shares 13,431 Est. Cost $32.57 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $422 Shares 1,344 Est. Cost $286.33 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.3%
Value ($000) $422 Shares 25,581 Est. Cost $16.49 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $421 Shares 7,800 Est. Cost $47.53 Unrealized 0.0%
TLT ISHARES TR 0.3%
Value ($000) $418 Shares 4,799 Est. Cost $87.17 Unrealized
NEM NEWMONT CORP 0.3%
Value ($000) $416 Shares 4,169 Est. Cost $90.20 Unrealized 0.0%
EFA ISHARES TR 0.3%
Value ($000) $416 Shares 4,329 Est. Cost $96.02 Unrealized
FEGE RBB FUND TRUST 0.3%
Value ($000) $407 Shares 8,850 Est. Cost $46.03 Unrealized
BJUN INNOVATOR ETFS TRUST 0.3%
Value ($000) $404 Shares 8,647 Est. Cost $46.74 Unrealized
DFSB DIMENSIONAL ETF TRUST 0.3%
Value ($000) $404 Shares 7,794 Est. Cost $51.80 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $401 Shares 6,697 Est. Cost $59.93 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $397 Shares 3,370 Est. Cost $117.72 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $394 Shares 6,299 Est. Cost $62.47 Unrealized
XDSQ INNOVATOR ETFS TRUST 0.2%
Value ($000) $392 Shares 9,427 Est. Cost $41.62 Unrealized
AOR ISHARES TR 0.2%
Value ($000) $391 Shares 6,011 Est. Cost $65.01 Unrealized
SPHY SPDR SERIES TRUST 0.2%
Value ($000) $386 Shares 16,306 Est. Cost $23.67 Unrealized
OEF ISHARES TR 0.2%
Value ($000) $378 Shares 1,102 Est. Cost $343.08 Unrealized
GCOW PACER FDS TR 0.2%
Value ($000) $377 Shares 8,920 Est. Cost $42.23 Unrealized
CEG CONSTELLATION ENERGY CORP 0.2%
Value ($000) $376 Shares 1,065 Est. Cost $363.20 Unrealized 0.0%
AVGO BROADCOM INC 0.2%
Value ($000) $370 Shares 1,069 Est. Cost $357.00 Unrealized 0.0%
PJUN INNOVATOR ETFS TRUST 0.2%
Value ($000) $365 Shares 8,714 Est. Cost $41.88 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $364 Shares 414 Est. Cost $813.35 Unrealized 0.0%
IDHQ INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $364 Shares 10,345 Est. Cost $35.15 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.2%
Value ($000) $361 Shares 1,605 Est. Cost $224.67 Unrealized
CALF PACER FDS TR 0.2%
Value ($000) $348 Shares 7,791 Est. Cost $44.70 Unrealized
POCT INNOVATOR ETFS TRUST 0.2%
Value ($000) $345 Shares 7,855 Est. Cost $43.92 Unrealized
BJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $345 Shares 6,796 Est. Cost $50.76 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $338 Shares 721 Est. Cost $509.22 Unrealized 0.0%
IWF ISHARES TR 0.2%
Value ($000) $338 Shares 713 Est. Cost $473.60 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $324 Shares 535 Est. Cost $605.54 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value ($000) $314 Shares 7,791 Est. Cost $40.35 Unrealized
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $314 Shares 11,440 Est. Cost $27.43 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $314 Shares 5,725 Est. Cost $54.77 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $311 Shares 13,527 Est. Cost $23.03 Unrealized
AGI ALAMOS GOLD INC NEW 0.2%
Value ($000) $309 Shares 8,008 Est. Cost $34.84 Unrealized 0.0%
IAPR INNOVATOR ETFS TRUST 0.2%
Value ($000) $308 Shares 9,980 Est. Cost $30.84 Unrealized
USFR WISDOMTREE TR 0.2%
Value ($000) $302 Shares 6,000 Est. Cost $50.32 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $298 Shares 1,303 Est. Cost $227.54 Unrealized 0.0%
SHV ISHARES TR 0.2%
Value ($000) $297 Shares 2,700 Est. Cost $110.15 Unrealized
VGMS VANGUARD MALVERN FDS 0.2%
Value ($000) $295 Shares 5,723 Est. Cost $51.58 Unrealized
DGRW WISDOMTREE TR 0.2%
Value ($000) $292 Shares 3,268 Est. Cost $89.43 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $286 Shares 2,030 Est. Cost $141.04 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $286 Shares 3,812 Est. Cost $75.05 Unrealized
DIHP DIMENSIONAL ETF TRUST 0.2%
Value ($000) $286 Shares 9,030 Est. Cost $31.67 Unrealized
IMAR INNOVATOR ETFS TRUST 0.2%
Value ($000) $280 Shares 9,371 Est. Cost $29.87 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $278 Shares 6,022 Est. Cost $46.08 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $275 Shares 5,098 Est. Cost $48.72 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.2%
Value ($000) $272 Shares 1,677 Est. Cost $173.58 Unrealized 0.0%
PJUL INNOVATOR ETFS TRUST 0.2%
Value ($000) $270 Shares 5,809 Est. Cost $46.43 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $270 Shares 1,464 Est. Cost $201.75 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $267 Shares 1,291 Est. Cost $197.01 Unrealized 0.0%
BAR GRANITESHARES GOLD TR 0.2%
Value ($000) $266 Shares 6,254 Est. Cost $42.49 Unrealized
BJAN INNOVATOR ETFS TRUST 0.2%
Value ($000) $265 Shares 4,808 Est. Cost $55.06 Unrealized
DFAR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $256 Shares 11,174 Est. Cost $22.90 Unrealized
DJAN FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $254 Shares 5,851 Est. Cost $43.41 Unrealized
XDQQ INNOVATOR ETFS TRUST 0.2%
Value ($000) $247 Shares 6,254 Est. Cost $39.54 Unrealized
RSSB TIDAL TRUST II 0.2%
Value ($000) $247 Shares 8,788 Est. Cost $28.12 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $244 Shares 6,600 Est. Cost $37.76 Unrealized 0.0%
SPIP SPDR SERIES TRUST 0.1%
Value ($000) $239 Shares 9,205 Est. Cost $25.95 Unrealized
NEUBERGER ENGY INFRSTR & INC 0.1%
Value ($000) $238 Shares 28,000 Est. Cost $8.50 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $235 Shares 2,002 Est. Cost $107.08 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $235 Shares 1,097 Est. Cost $224.60 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $230 Shares 1,930 Est. Cost $119.41 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $229 Shares 1,177 Est. Cost $238.05 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $224 Shares 5,400 Est. Cost $34.79 Unrealized 0.0%
UJAN INNOVATOR ETFS TRUST 0.1%
Value ($000) $223 Shares 5,150 Est. Cost $43.26 Unrealized
UAPR INNOVATOR ETFS TRUST 0.1%
Value ($000) $218 Shares 6,659 Est. Cost $32.77 Unrealized
BMAY INNOVATOR ETFS TRUST 0.1%
Value ($000) $214 Shares 4,786 Est. Cost $44.81 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $210 Shares 1,000 Est. Cost $210.38 Unrealized
IDEC INNOVATOR ETFS TRUST 0.1%
Value ($000) $207 Shares 6,419 Est. Cost $32.29 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $204 Shares 2,172 Est. Cost $107.81 Unrealized 0.0%
BLACKROCK ENHANCED GLOBAL DI 0.1%
Value ($000) $145 Shares 12,346 Est. Cost $11.71 Unrealized