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BFA

Ballast Financial Advisors Portfolio holdings

AUM $110M
This Fund
S&P 500
This Quarter Est. Return
+1%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.1M
AUM Growth
Cap. Flow
+$97.3M
Cap. Flow %
100.15%
Top 10 Hldgs %
59%
Holding
70
New
70
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 1.47%
2 Financials 0.55%
3 Industrials 0.54%
4 Communication Services 0.49%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$74B
$11.2M 11.51%
+415,341
New +$11.1M
SCHZ icon
2
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
$10.6M 10.87%
+451,800
New +$10.6M
ISTB icon
3
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.09B
$10.4M 10.7%
+213,148
New +$10.4M
FNDF icon
4
Schwab Fundamental International Large Company Index ETF
FNDF
$26.2B
$5.52M 5.69%
+122,177
New +$5.41M
AVUV icon
5
Avantis US Small Cap Value ETF
AVUV
$31.2B
$4.07M 4.19%
+39,910
New +$3.99M
AVLV icon
6
Avantis US Large Cap Value ETF
AVLV
$19.1B
$3.93M 4.04%
+51,827
New +$3.81M
JQUA icon
7
JPMorgan US Quality Factor ETF
JQUA
$8.67B
$3.56M 3.66%
+56,283
New +$3.53M
SCHF icon
8
Schwab International Equity ETF
SCHF
$70B
$3.34M 3.44%
+138,794
New +$3.3M
SCHG icon
9
Schwab US Large-Cap Growth ETF
SCHG
$62.3B
$2.41M 2.49%
+74,006
New +$2.41M
VBK icon
10
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.3B
$2.35M 2.42%
+7,764
New +$2.34M
VUG icon
11
Vanguard Morningstar Growth ETF
VUG
$225B
$2.23M 2.3%
+27,450
New +$2.23M
VIG icon
12
Vanguard Dividend Appreciation ETF
VIG
$114B
$2.17M 2.24%
+9,895
New +$2.16M
DFIS icon
13
Dimensional International Small Cap ETF
DFIS
$5.97B
$1.72M 1.77%
+52,072
New +$1.66M
DFEM icon
14
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.51B
$1.71M 1.76%
+51,591
New +$1.69M
BND icon
15
Vanguard Total Bond Market
BND
$162B
$1.63M 1.67%
+21,941
New +$1.63M
SCHV
16
Schwab US Large-Cap Value ETF
SCHV
$15.9B
$1.54M 1.59%
+52,155
New +$1.52M
FBND icon
17
Fidelity Total Bond ETF
FBND
$28.3B
$1.44M 1.48%
+31,264
New +$1.45M
GBTC icon
18
Grayscale Bitcoin Trust
GBTC
$11.8B
$1.31M 1.35%
+19,161
New +$1.5M
FNDX icon
19
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$1.27M 1.31%
+46,782
New +$1.25M
VBR icon
20
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
$1.07M 1.1%
+5,064
New +$1.06M
DFAR icon
21
Dimensional US Real Estate ETF
DFAR
$1.79B
$1.07M 1.1%
+46,597
New +$1.09M
VTV icon
22
Vanguard Morningstar Value ETF
VTV
$194B
$1.02M 1.05%
+5,357
New +$1.01M
DISV icon
23
Dimensional International Small Cap Value ETF
DISV
$5.27B
$1.01M 1.04%
+26,687
New +$968K
VCSH icon
24
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$967K 1%
+12,129
New +$968K
VCIT icon
25
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
$948K 0.98%
+11,316
New +$951K

Similar funds

Ballast Financial Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Ballast Financial Advisors, which disclosed 70 positions worth $97.1M. Its ten largest holdings account for 59% of the portfolio.

Its largest position is Schwab US Large- Cap ETF: 415,341 shares worth $11.2M.

By sector, the portfolio is most concentrated in Technology at 1.5% of assets, followed by Financials and Industrials.

  • Ballast Financial Advisors's largest Q4 2025 buy was Schwab US Large- Cap ETF: 415,341 shares worth $11.2M.
  • Ballast Financial Advisors's ten largest holdings make up 59% of its $97.1M portfolio in Q4 2025.
  • Ballast Financial Advisors disclosed 70 positions in Q4 2025, its first 13F filing on record.

Based on Ballast Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.