Ballast Financial Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationwest chester, PA
- CIK0002109821
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
70 | $97.12M | SCHX, SCHZ, ISTB, FNDF | 13F-HR | Feb 17, 2026 | 000117266126001072 |