SEC Form 13F

Ball & Co Wealth Management Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$141,019,000
Positions67

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$28,935,000122,288
ISHARES TRIWFRUS 1000 GRW ETF$20,281,000163,335
ISHARES TREFVEAFE VALUE ETF$19,744,000257,929
SPDR GOLD TRGLDGOLD SHS$15,757,00042,775
KRANESHARES TRUSTKSPYHEDGEYE HEDGED E$10,953,000373,902
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREATION UNI$9,707,000196,983
ALPS ETF TRAMLPALERIAN MLP$7,097,000136,894
SELECT SECTOR SPDR TRXLRESTATE STREET REA$6,906,000156,849
AMGEN INCAMGNCOM$5,197,00014,353
ETF OPPORTUNITIES TRUSTHECAHEDGEYE CAPITAL$3,649,000133,666

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page