Ballew Advisors, Inc - Portfolio Stock Holdings

Ballew Advisors, Inc disclosed 144 stock positions in a recent SEC 13F filing. $198,694,172 of stock holdings were filed, with the largest holdings including IVV, CGGR, and TOTL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

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.