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.
Ballew Advisors, Inc (CIK 1729096) reported $193.5M across 128 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($38.1M, 19.71%), CGGR ($14.2M, 7.33%), TOTL ($11.3M, 5.85%), IJR ($7.7M, 3.97%), IEF ($5.4M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.1M | 19.71% | 50,956 | Trimmed |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $14.2M | 7.33% | 304,720 | Added |
| 3 | TOTL | SSGA ACTIVE ETF TR | $11.3M | 5.85% | 288,031 | Added |
| 4 | IJR | ISHARES TR | $7.7M | 3.97% | 52,503 | Trimmed |
| 5 | IEF | ISHARES TR | $5.4M | 2.77% | 56,898 | Added |
| 6 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.0M | 2.60% | 62,732 | Added |
| 7 | TLT | ISHARES TR | $4.8M | 2.50% | 56,688 | Added |
| 8 | PVAL | PUTNAM ETF TRUST | $4.8M | 2.49% | 93,076 | Added |
| 9 | AJG | GALLAGHER ARTHUR J & CO | $3.8M | 1.95% | 14,915 | Added |
| 10 | INVESCO QQQ TR | $3.5M | 1.83% | 4,961 | New | |
| 11 | TDIV | FIRST TR EXCHANGE TRADED FD | $3.2M | 1.66% | 28,860 | Trimmed |
| 12 | IJH | ISHARES TR | $3.2M | 1.65% | 41,899 | Trimmed |
| 13 | IWP | ISHARES TR | $3.2M | 1.63% | 22,110 | Trimmed |
| 14 | AAPL | APPLE INC | $3.0M | 1.54% | 9,671 | Added |
| 15 | IYW | ISHARES TR | $2.8M | 1.45% | 11,538 | Added |
| 16 | IVOL | KRANESHARES TRUST | $2.6M | 1.36% | 151,181 | Added |
| 17 | TSLA | TESLA INC | $2.2M | 1.15% | 5,660 | Added |
| 18 | VNLA | JANUS DETROIT STR TR | $2.2M | 1.14% | 45,160 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $2.0M | 1.04% | 10,346 | Added |
| 20 | VLO | VALERO ENERGY CORP | $1.9M | 1.01% | 7,274 | Trimmed |
| 21 | EZU | ISHARES INC | $1.9M | 0.99% | 27,790 | Added |
| 22 | FDVV | FIDELITY COVINGTON TRUST | $1.8M | 0.95% | 30,040 | Added |
| 23 | SIL | GLOBAL X FDS | $1.7M | 0.89% | 21,588 | Added |
| 24 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.7M | 0.86% | 38,467 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.82% | 3,124 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30