Ball & CO Wealth Management Inc. Portfolio Holdings

Ball & CO Wealth Management Inc.

  • $155 Million
  • Q4 2025

Ball & CO Wealth Management Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $155 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $32.4M, Vanguard Dividend Appreciation with a value of $27.4M, Spdr Gold Trust with a value of $19.3M, Msci Eafe Value ETF with a value of $10.5M, and Capital Group Divid Value ETF with a value of $9.25M.

Examining the 13F form we can see an increase of $5.01M in the current position value, from $150M to 155M.

Ball & CO Wealth Management Inc. is based out at Franklin, TN

Below you can find more details about Ball & CO Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $155 Million
ETFs: $130 Million
Healthcare: $6.23 Million
Technology: $804,000
Communication Services: $606,000
Consumer Cyclical: $477,000
Consumer Defensive: $379,000
Financial Services: $349,000
Energy: $213,000
Other: $155,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $155 Million
  • Prior Value $150 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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