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Ballew Advisors, Inc - Portfolio Stock Holdings

Ballew Advisors, Inc disclosed 134 stock positions in a recent SEC 13F filing. $190,108,556 of stock holdings were filed, with the largest holdings including IVV, CGGR, and TOTL. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,296,126,408 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.

Report Period:

June 30, 2026

No. of Stocks:

134

Est. Stock Holding Value:

$190,108,556

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Ballew Advisors, Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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