account_balance
Investment manager · 13F filer · SEC CIK 2011851
Balanced Rock Investment Advisors LLC
Reported value$160Mas of Jun 30, 2026
Positions102 9 new, 3 sold out
Top 10 weight40.1%DFSI alone is 6%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DFSIDimensional ETF Trust
6.2%Added +3%
EVTRMorgan Stanley ETF Trust
5.4%Added +10%
RAFEPimco Equity Ser
4.6%Added +2%
USXFiShares Tr
4.2%Trimmed −6%
SPHQInvesco Exchange Traded Fd T
3.8%
ESGUiShares Tr
3.7%
DMXFiShares Tr
3.3%
DFGRDimensional ETF Trust
3.2%
VGLTVanguard Scottsdale FDS
2.9%Added +148%
ESGDiShares Tr
2.8%Trimmed −2%
DFSEDimensional ETF Trust
2.5%−8%
LTPZPimco ETF Tr
2.4%+22%
DFSIDimensional ETF Trust
6.2%Added +3%
EVTRMorgan Stanley ETF Trust
5.4%Added +10%
RAFEPimco Equity Ser
4.6%+2%
USXFiShares Tr
4.2%−6%
SPHQInvesco Exchange Traded Fd T
3.8%
ESGUiShares Tr
3.7%
DMXFiShares Tr
3.3%
DFGRDimensional ETF Trust
3.2%
VGLTVanguard Scottsdale FDS
2.9%
ESGD2.8%
DFSE
LTPZ
Boxes 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
DFSI Dimensional ETF Trust 6.2% Added +3%
EVTR Morgan Stanley ETF Trust 5.4% Added +10%
RAFE Pimco Equity Ser 4.6% Added +2%
USXF iShares Tr 4.2% Trimmed −6%
SPHQ Invesco Exchange Traded Fd T 3.8% Held
ESGU iShares Tr 3.7% Held
DMXF iShares Tr 3.3% Held
DFGR Dimensional ETF Trust 3.2% Held
VGLT Vanguard Scottsdale FDS 2.9% Added +148%
ESGD iShares Tr 2.8% Trimmed −2%
DFSE Dimensional ETF Trust 2.5% Trimmed −8%
LTPZ Pimco ETF Tr 2.4% Added +22%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.