Balanced Rock Investment Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationroslindale, MA
- CIK0002011851
- Alternate namesBalanced Rock Investment Advisor
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
96 | $127.44 M | DFSI, USXF, MORGAN STANLEY ETF TRUST, RAFE | 13F-HR | Aug 14, 2025 | 000201185125000003 | ||
89 | $125.45 M | EUSB, USXF, EAGG, VANGUARD MUN BD FDS | 13F-HR | May 12, 2025 | 000201185125000002 | ||
90 | $126.36 M | EUSB, USXF, EAGG, VANGUARD MUN BD FDS | 13F-HR | Feb 13, 2025 | 000201185125000001 | ||
88 | $127.55 M | EUSB, USXF, DMXF, EAGG | 13F-HR | Nov 13, 2024 | 000201185124000005 | ||
89 | $118.93 M | USXF, EUSB, DMXF, EAGG | 13F-HR | Jul 31, 2024 | 000201185124000004 | ||
88 | $117.21 M | EUSB, USXF, VANGUARD MUN BD FDS, DMXF | 13F-HR | May 13, 2024 | 000201185124000003 | ||
93 | $112.58 M | EUSB, VANGUARD MUN BD FDS, DMXF, EAGG | 13F-HR | Feb 13, 2024 | 000201185124000001 |