13F Filings History of Ballast Financial Advisors LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$97,118,459
Signature - Title
Joseph Baker - Chief Compliance Officer
Location
West Chester, PA
Summary
This page shows a list of all the recent 13F filings made by Ballast Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ballast Financial Advisors LLC reported 70 stock holdings with total value $97,118,459 as of Q4 2025. Top holdings included SCHX, SCHZ, ISTB, FNDF, and AVUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 70 $97,118,459 $0 $0 $0 SCHX, SCHZ, ISTB, FNDF, AVUV 13F-HR 17 Feb 2026, 16:02