StockDriftsStockDriftsTop 50 Ballew Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.71% | 51.0K | $38.1M | -0.63%(-321) | $326.05(+138.90%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 7.33% | 304.7K | $14.2M | +2.27%(+6.76K) | $25.16(+86.95%) | 2026-06-30 | |
| TOTL | SSGA ACTIVE ETF TR | 5.85% | 288.0K | $11.3M | +5.48%(+14.97K) | $40.10(-3.14%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.97% | 52.5K | $7.7M | -0.85%(-450) | $91.10(+64.60%) | 2026-06-30 | |
| IEF | ISHARES TR | 2.77% | 56.9K | $5.4M | +3.46%(+1.91K) | $101.00(-7.96%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.6% | 62.7K | $5.0M | +16.68%(+8.97K) | $66.37(+25.95%) | 2026-06-30 | |
| TLT | ISHARES TR | 2.5% | 56.7K | $4.8M | +2.95%(+1.62K) | $93.71(-13.00%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 2.49% | 93.1K | $4.8M | +43.78%(+28.34K) | $43.34(+25.30%) | 2026-06-30 | |
| AJG | GALLAGHER ARTHUR J & CO | 1.95% | 14.9K | $3.8M | +0.07%(+10) | $159.25(+55.70%) | 2026-06-30 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 1.66% | 28.9K | $3.2M | -0.97%(-284) | $44.47(+163.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.09% | +64.68% | +9.27% | +55.80% |
| Top 20 Holdings Unweighted | +17.80% | +63.47% | +8.53% | +50.59% |
Ballew Advisors, Inc reports $193.52M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.7%), CGGR (7.3%) and TOTL (5.8%). The top 20 holdings account for 63.79% of reported assets. Its disclosed equity book has returned +64.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Ballew Advisors, Inc, compare funds side by side, and get alerts the moment positions change.
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