Notify me when Ballentine Capital Advisors, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 25 | $237,417,913 | +$7,013,605 | -$719,033 | +$6,294,572 | DFAC, VEA, BIV, VOO, DFEM | 13F-HR | 02 Feb 2026, 08:58 |
| Q3 2025 | 26 | $226,154,273 | +$4,930,807 | -$1,430,442 | +$3,500,365 | DFAC, VEA, BIV, VOO, DFEM | 13F-HR | 21 Oct 2025, 10:55 |
| Q2 2025 | 26 | $210,914,988 | +$1,262,459 | -$2,799,032 | -$1,536,573 | DFAC, VEA, BIV, VOO, DFEM | 13F-HR | 03 Sep 2025, 08:24 |
| Q1 2025 | 29 | $197,101,694 | +$5,950,806 | -$353,262 | +$5,597,544 | DFAC, VEA, BIV, VOO, DFEM | 13F-HR | 28 Apr 2025, 09:16 |
| Q4 2024 | 29 | $193,056,558 | +$1,104,754 | -$1,684,497 | -$579,743 | DFAC, BIV, VEA, VOO, DFEM | 13F-HR | 26 Feb 2025, 12:53 |
| Q3 2024 | 29 | $199,382,171 | +$1,219,317 | -$1,086,318 | +$132,999 | DFAC, VEA, BIV, VOO, DFEM | 13F-HR | 19 Nov 2024, 12:35 |
| Q2 2024 | 29 | $188,114,879 | +$6,676,151 | -$1,551,550 | +$5,124,601 | DFAC, VEA, BIV, VOO, DFEM | 13F-HR | 07 Aug 2024, 12:52 |
| Q1 2024 | 31 | $181,965,291 | +$16,036,591 | -$11,291,380 | +$4,745,211 | DFAC, VEA, BIV, VOO, BNDX | 13F-HR | 03 May 2024, 12:14 |
| Q4 2023 | 30 | $170,166,867 | $0 | $0 | $0 | DFAC, VEA, BIV, VOO, BNDX | 13F-HR | 12 Feb 2024, 09:11 |