Ball & Co Wealth Management Inc.
Ball & Co Wealth Management Inc. reported 74 positions worth $141.0K as of June 30, 2026 (13F filed July 31, 2026). Largest holding: VIG (20.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIG | SH | $28.9K | 20.52% | 122,288 | — | — | |
| ▸ 2 | IWF | SH | $20.3K | 14.38% | 163,335 | — | — | |
| ▸ 3 | EFV | SH | $19.7K | 14.00% | 257,929 | — | — | |
| ▸ 4 | GLD | SH | $15.8K | 11.17% | 42,775 | — | — | |
| ▸ 5 | KSPY | SH | $11.0K | 7.77% | 373,902 | — | — | |
| ▸ 6 | CGDV | SH | $9.7K | 6.88% | 196,983 | — | — | |
| ▸ 7 | AMLP | SH | $7.1K | 5.03% | 136,894 | — | — | |
| ▸ 8 | XLRE | SH | $6.9K | 4.90% | 156,849 | — | — | |
| ▸ 9 | AMGN | SH | $5.2K | 3.69% | 14,353 | — | — | |
| ▸ 10 | HECA | SH | $3.6K | 2.59% | 133,666 | — | — |
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Frequently Asked Questions
What stocks does Ball & Co Wealth Management Inc. hold as of Q2 2026?
Ball & Co Wealth Management Inc. reported 74 positions worth $141.0K in its Q2 2026 13F filing. Largest positions: VIG (20.5%), IWF (14.4%), EFV (14.0%), GLD (11.2%) and KSPY (7.8%).
What did Ball & Co Wealth Management Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ball & Co Wealth Management Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.