Balanced Rock Investment Advisors LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$137M
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 96 stock holdings with total value $137M as of Q3 2025. Top holdings included DFSI, EVTR, RAFE, USXF, and ESGU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 96 $137M +$5.84M -$2.01M +$3.83M DFSI, EVTR, RAFE, USXF, ESGU 13F-HR 11/14/2025, 11:04 AM
Q2 2025 96 $127M +$28.3M -$34.1M -$5.76M DFSI, USXF, EVTR, RAFE, ESGU 13F-HR 8/14/2025, 02:15 PM
Q1 2025 89 $125M +$2.79M -$3.93M -$1.14M EUSB, USXF, EAGG, VTEB, DFSI 13F-HR 5/12/2025, 11:02 AM
Q4 2024 90 $126M +$19.2M -$14.4M +$4.81M EUSB, USXF, EAGG, VTEB, DFSI 13F-HR 2/13/2025, 03:37 PM
Q3 2024 88 $128M +$3.46M -$2.23M +$1.23M EUSB, USXF, DMXF, EAGG, VTEB 13F-HR 11/13/2024, 10:15 AM
Q2 2024 89 $119M +$3.83M -$1.57M +$2.26M USXF, EUSB, DMXF, EAGG, VTEB 13F-HR 7/31/2024, 02:35 PM
Q1 2024 88 $117M +$18.4M -$16.7M +$1.61M EUSB, USXF, VTEB, DMXF, EAGG 13F-HR 5/13/2024, 03:46 PM
Q4 2023 93 $113M $0 $0 EUSB, VTEB, DMXF, EAGG, VGSR 13F-HR 2/13/2024, 02:00 PM