Ballentine Capital Advisors, Inc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationgreenville, SC
- CIK0002011580
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
25 | $237.42M | DFAC, VEA, BIV, VOO | 13F-HR | Feb 2, 2026 | 000201158026000001 | ||
26 | $226.16M | DFAC, VEA, BIV, VOO | 13F-HR | Oct 21, 2025 | 000201158025000009 | ||
26 | $210.92M | DFAC, VEA, BIV, VOO | 13F-HR | Sep 3, 2025 | 000201158025000008 | ||
29 | $197.1M | DFAC, VEA, BIV, VOO | 13F-HR | Apr 28, 2025 | 000201158025000003 | ||
29 | $193.06M | DFAC, BIV, VEA, VOO | 13F-HR | Feb 26, 2025 | 000201158025000001 | ||
29 | $199.38M | DFAC, VEA, BIV, VOO | 13F-HR | Nov 19, 2024 | 000201050724000007 | ||
29 | $188.12M | DFAC, VEA, BIV, VOO | 13F-HR | Aug 7, 2024 | 000201158024000003 | ||
31 | $181.97M | DFAC, VEA, BIV, VOO | 13F-HR | May 3, 2024 | 000201050724000004 | ||
30 | $170.17M | DFAC, VEA, BIV, VOO | 13F-HR | Feb 12, 2024 | 000201158024000001 |