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 $177.4M across 117 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($35.0M, 19.75%), CGGR ($12.5M, 7.06%), TOTL ($10.9M, 6.13%), IJR ($6.9M, 3.90%), IEF ($5.2M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.0M | 19.75% | 51,277 | Trimmed |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $12.5M | 7.06% | 297,955 | Added |
| 3 | TOTL | SSGA ACTIVE ETF TR | $10.9M | 6.13% | 273,058 | Added |
| 4 | IJR | ISHARES TR | $6.9M | 3.90% | 52,953 | Trimmed |
| 5 | IEF | ISHARES TR | $5.2M | 2.96% | 54,993 | Added |
| 6 | TLT | ISHARES TR | $4.8M | 2.69% | 55,065 | Added |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.9M | 2.20% | 53,766 | Added |
| 8 | AJG | GALLAGHER ARTHUR J & CO | $3.3M | 1.84% | 14,905 | Added |
| 9 | PVAL | PUTNAM ETF TRUST | $3.1M | 1.76% | 64,737 | Added |
| 10 | QQQ | INVESCO QQQ TR | $3.0M | 1.71% | 4,961 | Added |
| 11 | IJH | ISHARES TR | $3.0M | 1.67% | 41,915 | Trimmed |
| 12 | IWP | ISHARES TR | $2.9M | 1.64% | 22,157 | Added |
| 13 | TDIV | FIRST TR EXCHANGE TRADED FD | $2.8M | 1.59% | 29,144 | Trimmed |
| 14 | IVOL | KRANESHARES TRUST | $2.7M | 1.54% | 147,432 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.31% | 4,778 | Trimmed |
| 16 | AAPL | APPLE INC | $2.3M | 1.28% | 8,748 | Added |
| 17 | IYW | ISHARES TR | $2.2M | 1.26% | 11,536 | Trimmed |
| 18 | VNLA | JANUS DETROIT STR TR | $2.0M | 1.11% | 40,043 | Trimmed |
| 19 | SIL | GLOBAL X FDS | $1.9M | 1.08% | 19,967 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $1.8M | 1.04% | 10,044 | Trimmed |
| 21 | EZU | ISHARES INC | $1.8M | 1.03% | 27,639 | Trimmed |
| 22 | TSLA | TESLA INC | $1.8M | 0.99% | 5,089 | Added |
| 23 | VLO | VALERO ENERGY CORP | $1.7M | 0.97% | 7,290 | Hold |
| 24 | FDVV | FIDELITY COVINGTON TRUST | $1.7M | 0.96% | 29,791 | Added |
| 25 | IAU | ISHARES GOLD TR | $1.6M | 0.91% | 18,035 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31