13F Filings History of Ball & Co Wealth Management Inc.

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$155,282,000
Signature - Title
Cindi Hill - Filing Agent
Location
Franklin, TN
Summary
This page shows a list of all the recent 13F filings made by Ball & Co Wealth Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ball & Co Wealth Management Inc. reported 70 stock holdings with total value $155,282,000 as of Q4 2025. Top holdings included IWF, VIG, GLD, EFV, and CGDV.

Notify me when Ball & Co Wealth Management Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 70 $155,282,000 +$28,953,668 -$28,150,701 +$802,967 IWF, VIG, GLD, EFV, CGDV 13F-HR 23 Jan 2026, 15:36
Q3 2025 80 $150,270,000 +$66,631,096 -$16,213,445 +$50,417,651 IWF, GLD, VIG, AMLP, LQD 13F-HR 24 Oct 2025, 11:18
Q2 2025 65 $93,857,000 +$16,072,622 -$19,174,087 -$3,101,465 USMV, IWF, GLD, AMLP, CGDV 13F-HR 24 Jul 2025, 18:55
Q1 2025 62 $93,305,000 +$11,587,093 -$45,409,284 -$33,822,191 USMV, IWF, AMLP, GLD, CGDV 13F-HR 09 May 2025, 15:53
Q4 2024 65 $125,597,000 $0 $0 $0 IWF, USMV, AMLP, CGDV, XLI 13F-HR 19 Feb 2025, 18:10