13F Filings History of Ballast Rock Private Wealth LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$160,010,289
Signature - Title
Jason Thonssen - CCO
Location
Charleston, SC
Summary
This page shows a list of all the recent 13F filings made by Ballast Rock Private Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ballast Rock Private Wealth LLC reported 171 stock holdings with total value $160,010,289 as of Q4 2025. Top holdings included AAPL, PAAA, VOO, SPY, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 171 $160,010,289 $0 $0 $0 AAPL, PAAA, VOO, SPY, MSFT 13F-HR 03 Feb 2026, 21:38