account_balance
Investment manager · 13F filer · SEC CIK 1729096
Ballew Advisors, Inc
Reported value$201Mas of Sep 30, 2026
Positions133 17 new, 13 sold out
Top 10 weight51.7%IVV alone is 19%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
19.1%Trimmed −2%
CGGRCapital Group Growth ETF
7.4%Added +2%
TOTLSsga Active ETF Tr
6.0%Added +13%
IJRiShares Tr
3.6%
PVALPutnam ETF Trust
3.0%Added +24%
IEFiShares Tr
2.9%Added +15%
RDVYFirst Tr Exchange Traded Fd
2.9%Added +16%
TLTiShares Tr
2.7%+25%
VNLAJanus Detroit STR Tr
2.3%
QQQInvesco QQQ Tr
1.7%New
TDIVFirst Tr Exchange Traded Fd
1.7%
IVViShares Tr
19.1%Trimmed −2%
CGGRCapital Group Growth ETF
7.4%+2%
TOTLSsga Active ETF Tr
6.0%+13%
IJRiShares Tr
3.6%
PVALPutnam ETF Trust
3.0%
IEF2.9%
RDVY2.9%
TLT2.7%
VNLA
QQQ1.7%
TDIV1.7%
AJGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 19.1% Trimmed −2%
CGGR Capital Group Growth ETF 7.4% Added +2%
TOTL Ssga Active ETF Tr 6.0% Added +13%
IJR iShares Tr 3.6% Held
PVAL Putnam ETF Trust 3.0% Added +24%
IEF iShares Tr 2.9% Added +15%
RDVY First Tr Exchange Traded Fd 2.9% Added +16%
TLT iShares Tr 2.7% Added +25%
VNLA Janus Detroit STR Tr 2.3% Added +109%
QQQ Invesco QQQ Tr 1.7% New
TDIV First Tr Exchange Traded Fd 1.7% Held
AJG Arthur J. Gallagher & Co. 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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