13F Filings History of Balanced Rock Investment Advisors LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$140,699,983
Signature - Title
Thomas Higgins - Chief Compliance Officer
Location
Roslindale, MA
Summary
This page shows a list of all the recent 13F filings made by Balanced Rock Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Balanced Rock Investment Advisors LLC reported 92 stock holdings with total value $140,699,983 as of Q4 2025. Top holdings included DFSI, EVTR, RAFE, USXF, and ESGU.

Notify me when Balanced Rock Investment Advisors LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $140,699,983 +$5,157,983 -$3,154,795 +$2,003,188 DFSI, EVTR, RAFE, USXF, ESGU 13F-HR 13 Feb 2026, 14:43
Q3 2025 96 $136,783,509 +$5,841,888 -$2,012,835 +$3,829,053 DFSI, EVTR, RAFE, USXF, ESGU 13F-HR 14 Nov 2025, 11:04
Q2 2025 96 $127,443,749 +$28,319,820 -$34,079,279 -$5,759,459 DFSI, USXF, EVTR, RAFE, ESGU 13F-HR 14 Aug 2025, 14:15
Q1 2025 89 $125,446,076 +$2,789,710 -$3,928,658 -$1,138,948 EUSB, USXF, EAGG, VTEB, DFSI 13F-HR 12 May 2025, 11:02
Q4 2024 90 $126,362,010 +$19,156,184 -$14,351,028 +$4,805,156 EUSB, USXF, EAGG, VTEB, DFSI 13F-HR 13 Feb 2025, 15:37
Q3 2024 88 $127,544,013 +$3,459,663 -$2,226,727 +$1,232,936 EUSB, USXF, DMXF, EAGG, VTEB 13F-HR 13 Nov 2024, 10:15
Q2 2024 89 $118,928,228 +$3,827,944 -$1,570,452 +$2,257,492 USXF, EUSB, DMXF, EAGG, VTEB 13F-HR 31 Jul 2024, 14:35
Q1 2024 88 $117,208,268 +$18,350,711 -$16,738,691 +$1,612,020 EUSB, USXF, VTEB, DMXF, EAGG 13F-HR 13 May 2024, 15:46
Q4 2023 93 $112,578,695 $0 $0 $0 EUSB, VTEB, DMXF, EAGG, VGSR 13F-HR 13 Feb 2024, 14:00