Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ballentine Capital Advisors, Inc (CIK 2011580) reported $241.6M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($60.8M, 25.18%), VEA ($32.7M, 13.52%), BIV ($28.2M, 11.66%), VOO ($19.5M, 8.06%), DFEM ($18.8M, 7.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $60.8M | 25.18% | 1.6M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $32.7M | 13.52% | 509,740 | Trimmed |
| 3 | BIV | VANGUARD BD INDEX FDS | $28.2M | 11.66% | 364,956 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $19.5M | 8.06% | 32,590 | Added |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $18.8M | 7.78% | 543,826 | Added |
| 6 | DFIS | DIMENSIONAL ETF TRUST | $16.6M | 6.87% | 493,037 | Trimmed |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $16.1M | 6.65% | 334,293 | Added |
| 8 | IGSB | ISHARES TR | $10.8M | 4.45% | 204,578 | Added |
| 9 | DFSV | DIMENSIONAL ETF TRUST | $10.3M | 4.28% | 294,810 | Added |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $9.3M | 3.83% | 130,151 | Added |
| 11 | AVDV | AMERICAN CENTY ETF TR | $6.4M | 2.64% | 63,866 | Trimmed |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.38% | 65,686 | Added |
| 13 | TILT | FLEXSHARES TR | $2.9M | 1.22% | 12,194 | Trimmed |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $1.2M | 0.50% | 30,842 | Trimmed |
| 15 | VUSB | VANGUARD BD INDEX FDS | $571,084 | 0.24% | 11,471 | Added |
| 16 | IVE | ISHARES TR | $526,490 | 0.22% | 2,493 | Hold |
| 17 | IJR | ISHARES TR | $510,417 | 0.21% | 4,106 | Hold |
| 18 | GVI | ISHARES TR | $479,527 | 0.20% | 4,495 | Trimmed |
| 19 | BSV | VANGUARD BD INDEX FDS | $446,145 | 0.18% | 5,690 | Added |
| 20 | VBR | VANGUARD INDEX FDS | $439,354 | 0.18% | 2,022 | Hold |
| 21 | IVV | ISHARES TR | $417,005 | 0.17% | 638 | Hold |
| 22 | NVDA | NVIDIA CORPORATION | $340,952 | 0.14% | 1,955 | Trimmed |
| 23 | SLYV | SPDR SERIES TRUST | $224,533 | 0.09% | 2,374 | Hold |
| 24 | SCHC | SCHWAB STRATEGIC TR | $213,508 | 0.09% | 4,568 | Hold |
| 25 | EFV | ISHARES TR | $204,760 | 0.08% | 2,754 | New |
Source: SEC Form 13F filings · as of 2026-03-31