Ballentine Capital Advisors, Inc
Ballentine Capital Advisors, Inc reported 26 positions worth $265.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: DFAC (25.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $68.3M | 25.73% | 1,539,171 | — | — | |
| ▸ 2 | VEA | SH | $35.3M | 13.32% | 496,007 | — | — | |
| ▸ 3 | BIV | SH | $31.0M | 11.68% | 403,995 | — | — | |
| ▸ 4 | VOO | SH | $21.6M | 8.16% | 31,522 | — | — | |
| ▸ 5 | DFEM | SH | $20.9M | 7.88% | 514,824 | — | — | |
| ▸ 6 | BNDX | SH | $18.0M | 6.77% | 370,719 | — | — | |
| ▸ 7 | DFIS | SH | $16.9M | 6.38% | 483,144 | — | — | |
| ▸ 8 | IGSB | SH | $11.9M | 4.49% | 227,117 | — | — | |
| ▸ 9 | DFSV | SH | $11.5M | 4.34% | 296,902 | — | — | |
| ▸ 10 | DFAS | SH | $10.9M | 4.10% | 132,295 | — | — |
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Frequently Asked Questions
What stocks does Ballentine Capital Advisors, Inc hold as of Q2 2026?
Ballentine Capital Advisors, Inc reported 26 positions worth $265.4M in its Q2 2026 13F filing. Largest positions: DFAC (25.7%), VEA (13.3%), BIV (11.7%), VOO (8.2%) and DFEM (7.9%).
What did Ballentine Capital Advisors, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ballentine Capital Advisors, 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.