StockDriftsStockDriftsTop 50 Ballew Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.14% | 49.8K | $38.5M | -2.22%(-1.13K) | $326.05(+136.16%) | 2026-09-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 7.42% | 312.3K | $14.9M | +2.48%(+7.55K) | $25.69(+82.49%) | 2026-09-30 | |
| TOTL | SSGA ACTIVE ETF TR | 6.03% | 325.5K | $12.1M | +13.01%(+37.47K) | $39.91(-5.64%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.59% | 52.1K | $7.2M | -0.73%(-382) | $91.10(+49.08%) | 2026-09-30 | |
| PVAL | PUTNAM ETF TRUST | 3.02% | 115.1K | $6.1M | +23.64%(+22.00K) | $44.95(+19.77%) | 2026-09-30 | |
| IEF | ISHARES TR | 2.9% | 65.6K | $5.8M | +15.23%(+8.66K) | $99.81(-9.75%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.87% | 72.9K | $5.8M | +16.15%(+10.13K) | $68.22(+16.30%) | 2026-09-30 | |
| TLT | ISHARES TR | 2.73% | 70.8K | $5.5M | +24.93%(+14.13K) | $91.39(-13.06%) | 2026-09-30 | |
| VNLA | JANUS DETROIT STR TR | 2.28% | 94.3K | $4.6M | +108.90%(+49.18K) | $48.66(+0.03%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 1.72% | 4.6K | $3.5M | new | $404.98(+77.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.67% | +71.40% | +9.60% | +58.16% |
| Top 20 Holdings Unweighted | +19.76% | +71.76% | +9.30% | +55.97% |
Ballew Advisors INC reports $201.28M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.1%), CGGR (7.4%) and TOTL (6.0%). The top 20 holdings account for 65.13% of reported assets. Its disclosed equity book has returned +71.40% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ballew Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729096). View Ballew Advisors INC’s 13F filings on SEC