Ballentine Capital Advisors, Inc
Q4 2025 13F Holdings
- Locationgreenville, SC
- Num holdings
25
- Value ($000)
$237,418
- Date Filed02/02/2026
- Form type13F-HR
- CIK0002011580
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $61.36M | 26 % | 1,549,891 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $31.87M | 13 % | 510,131 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $27.5M | 12 % | 353,098 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $20.28M | 9 % | 32,335 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $17.95M | 8 % | 542,671 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | $16.31M | 7 % | 495,198 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $15.66M | 7 % | 324,068 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | $10.51M | 4 % | 198,771 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $9.48M | 4 % | 288,288 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $8.85M | 4 % | 126,970 |
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